RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
15TQ Capital, LLC$655,591$163,242,238$0$163,242,238
2Abacus Wealth Partners$380,913$1,715,969,374$83,845,671$1,799,815,045
3Abbrea Capital, LLC$795,386$383,539,726$16,539,501$400,079,227
4Adviceperiod, LLC$810,860$936,927,368$2,859,020$939,786,388
5Aequitas Wealth Management$507,692$165,000,000$0$165,000,000
6AG Asset Advisory, LLC$2,115,683$207,336,900$0$207,336,900
7Alethea Capital Management, LLC$1,180,843$135,796,934$0$135,796,934
8Aljian Capital Management$240,801$121,040,988$5,620,295$126,661,283
9Allstreet Capital LLC$477,273$105,000,000$0$105,000,000
10Alpha & Omega$4,696$206,142,000$155,310,000$361,452,000
11American Money Management$224,932$233,292,155$5,361,101$238,653,256
12Anodos Advisors$1,878,195$0$249,800,000$249,800,000
13Aperio Group$5,153,267$15,619,552,133$0$15,619,552,133
14Apriem Advisors$309,131$499,689,823$14,085,502$513,775,325
15Argos Wealth Advisors LLC$6,414,957$750,550,020$0$750,550,020
16Ariadne Wealth Management, LLC$772,262$178,053,110$45,902,961$223,956,071
17Ariston Services Group$1,059,735$237,400,000$2,100,000$239,500,000
18Arterburn And Watters, LLP$1,013,324$0$187,465,000$187,465,000
19Ashfield Capital Partners$3,457,736$1,115,303,564$288,537,172$1,403,840,736
20Aspiriant, LLC$1,237,652$8,434,171,000$2,098,248,000$10,532,419,000
21Asset Planning, Inc$336,268$218,874,532$1,381,319$220,255,851
22Athena Investment Management$512,650$141,901,548$2,665,816$144,567,364
23Atlas Capital Advisors$1,173,669$419,000,000$0$419,000,000
24Authent Advisors, Inc.$217,754$165,863,979$80,633,230$246,497,209
25Avalan, LLC$442,691$169,575,000$15,470,000$185,045,000
26Avivar Capital, LLC$9,312,500$0$149,000,000$149,000,000
27AWM Global Advisors$403,630$185,266,000$0$185,266,000
28Baker & Associates$373,373$130,182,969$15,059,308$145,242,277
29Baker Avenue Asset Management, LP$850,603$863,382,787$291,735,748$1,155,118,535
30Baker, Brose & Mitsutome Wealth Management LLC$300,000$168,000,000$0$168,000,000
31Balboa Wealth Partners, Inc.$1,324,910$87,000,000$280,000,000$367,000,000
32Beacon Pointe Wealth Advisors$285,494$1,772,341,590$6,854,487$1,779,196,077
33Bedell Frazier Investment Counselling.$1,132,170$454,000,000$0$454,000,000
34Bell & Brown Wealth Advisors, LLC$465,617$177,771,233$12,200,481$189,971,714
35Bell Investment Advisors Inc$443,240$452,548,208$37,674,723$490,222,931
36Bennicas & Associates$1,368,564$164,227,650$0$164,227,650
37Benningfield Financial Advisors$551,062$138,316,618$0$138,316,618
38Bergquist Wang$1,472,262$51,282,926$78,276,173$129,559,099
39Berkson Asset Management, Inc.$1,086,998$15,570,881$140,956,808$156,527,689
40Berman, Steven M.$1,479,504$309,216,368$0$309,216,368
41Beta Wealth Group, Inc$775,000$207,700,000$0$207,700,000
42Betterwealth LLC$190,709$117,200,000$3,900,000$121,100,000
43Beverly Investment Advisors$1,028,686$41,625,780$102,390,319$144,016,099
44Bingham, Osborn & Scarborough$1,080,944$3,187,124,800$348,642,735$3,535,767,535
45Blankinship & Foster$541,475$470,000,000$0$470,000,000
46Blume Capital Management, Inc.$485,211$351,292,633$0$351,292,633
47Boltwood Capital Management$950,272$162,048,220$20,404,083$182,452,303
48Bradley & Company, LLC$147,043$80,920,000$22,010,000$102,930,000
49Brentwood Advisory Group, LLC$377,290$112,432,499$0$112,432,499
50Brouwer & Janachowski, LLC$849,084$1,417,971,000$0$1,417,971,000
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Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology: InvestmentNews qualified 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.

Database last updated on June 5, 2017.