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
15T Wealth$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$994,265$1,530,699,146$19,360,721$1,550,059,867
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$1,199,524$151,140,000$0$151,140,000
8Aljian Capital Management$240,801$121,040,988$5,620,295$126,661,283
9Allstreet Capital LLC$356,056$103,093,519$11,200,372$114,293,891
10Alpha & Omega$4,696$206,142,000$155,310,000$361,452,000
11Altamont Wealth Management, Inc.$1,903,522$0$135,150,080$135,150,080
12American Money Management$224,932$233,292,155$5,361,101$238,653,256
13Anodos Advisors$1,878,195$0$249,800,000$249,800,000
14Aperio Group$5,153,267$15,619,552,133$0$15,619,552,133
15Apriem Advisors$309,131$499,689,823$14,085,502$513,775,325
16Argos Wealth Advisors LLC$6,414,957$750,550,020$0$750,550,020
17Ariadne Wealth Management, LLC$772,262$178,053,110$45,902,961$223,956,071
18Ariston Services Group$1,059,735$237,400,000$2,100,000$239,500,000
19Arterburn And Watters, LLP$1,013,324$0$187,465,000$187,465,000
20Ashfield Capital Partners$3,457,736$1,115,303,564$288,537,172$1,403,840,736
21Aspiriant, LLC$1,237,652$8,434,171,000$2,098,248,000$10,532,419,000
22Asset Planning, Inc$336,268$218,874,532$1,381,319$220,255,851
23Athena Investment Management$512,650$141,901,548$2,665,816$144,567,364
24Atlas Capital Advisors$1,173,669$419,000,000$0$419,000,000
25Authent Advisors, Inc.$217,754$165,863,979$80,633,230$246,497,209
26Avalan, LLC$442,691$169,575,000$15,470,000$185,045,000
27Avivar Capital, LLC$9,312,500$0$149,000,000$149,000,000
28AWM Global Advisors$403,630$185,266,000$0$185,266,000
29Baker & Associates$373,373$130,182,969$15,059,308$145,242,277
30Baker, Brose & Mitsutome Wealth Management LLC$326,568$177,000,000$0$177,000,000
31Bakeravenue$850,603$863,382,787$291,735,748$1,155,118,535
32Balboa Wealth Partners, Inc.$1,324,910$87,000,000$280,000,000$367,000,000
33Beacon Pointe Wealth Advisors$285,494$1,772,341,590$6,854,487$1,779,196,077
34Bedell Frazier Investment Counselling$1,132,170$454,000,000$0$454,000,000
35Bell & Brown Wealth Advisors, LLC$519,294$191,546,388$12,017,044$203,563,432
36Bell Investment Advisors Inc$443,240$452,548,208$37,674,723$490,222,931
37Bennicas & Associates$1,368,564$164,227,650$0$164,227,650
38Benningfield Financial Advisors$551,062$138,316,618$0$138,316,618
39Bergquist Wang$1,472,262$51,282,926$78,276,173$129,559,099
40Berkson Asset Management, Inc.$1,175,080$24,530,384$141,155,918$165,686,302
41Berman, Steven M.$1,479,504$309,216,368$0$309,216,368
42Beta Wealth Group, Inc$775,000$207,700,000$0$207,700,000
43Betterwealth LLC$221,575$140,700,000$0$140,700,000
44Beverly Investment Advisors$1,028,686$41,625,780$102,390,319$144,016,099
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$795,920$186,072,907$21,662,140$207,735,047
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
50Brian D. Lowder, Inc.$414,311$251,124,702$362,118$251,486,820
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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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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 December 11, 2017.