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 Management, LLC$397,929$118,184,969$0$118,184,969
2Abacus Wealth Partners$341,314$1,042,000,000$38,258,000$1,080,258,000
3Acacia Wealth Advisors$5,249,212$0$645,653,050$645,653,050
4Adviceperiod, LLC$10,660,724$250,213,000$58,948,000$309,161,000
5Aequitas Wealth Management$485,697$121,910,000$0$121,910,000
6Albert Heeg Investment Management$53,165,420$97,599,174$434,055,024$531,654,198
7Aljian Capital Management$227,273$100,000,000$5,000,000$105,000,000
8American Money Management$180,001$197,291,517$4,309,426$201,600,943
9Anodos Advisors$1,785,638$0$237,489,900$237,489,900
10Aperio Group$4,916,675$7,060,344,941$0$7,060,344,941
11Apriem Advisors$276,979$357,234,816$67,096,500$424,331,316
12Argos Wealth Advisors$617,719$755,301,786$109,504,300$864,806,086
13Ariston Services Group$995,475$218,000,000$2,000,000$220,000,000
14Arterburn and Watters, LLP$971,154$0$202,000,000$202,000,000
15Ashfield Capital Partners$6,896,477$2,138,391,055$806,404,766$2,944,795,821
16Aspiriant$1,543,798$4,892,104,000$3,198,943,000$8,091,047,000
17Asset Planning, Inc$287,865$158,037,693$2,015,225$160,052,918
18Athena Investment Management$530,996$132,883,256$1,458,762$134,342,018
19Atherton Lane Advisers$3,746,682$2,318,673,250$127,909,818$2,446,583,068
20Atlas Capital Advisors$1,360,550$243,900,000$52,700,000$296,600,000
21AWM Global Advisors$352,793$110,777,068$0$110,777,068
22Baker & Associates$359,310$115,876,219$12,397,292$128,273,511
23Baker Avenue Asset Management, LP$850,263$818,000,000$312,000,000$1,130,000,000
24Baker Street Advisors$4,000,000$0$5,200,000,000$5,200,000,000
25Banta Asset Management LP$300,190$116,473,791$0$116,473,791
26Beacon Pointe Wealth Advisors$216,720$682,667,786$0$682,667,786
27Bedell Frazier Investment Counselling.$332,482$364,400,000$0$364,400,000
28Bedrock Capital Management, Inc.$368,787$261,838,947$0$261,838,947
29Bell Investment Advisors Inc$501,832$611,586,716$7,172,198$618,758,914
30Bennicas & Associates$1,383,258$195,039,435$0$195,039,435
31Benningfield Financial Advisors$560,760$107,665,934$0$107,665,934
32Bergquist Wang$1,363,062$57,279,008$79,027,188$136,306,196
33Berkson Asset Management, Inc.$1,034,677$13,339,551$112,891,010$126,230,561
34Beta Wealth Group, Inc$158,807$165,000,000$0$165,000,000
35Beverly Investment Advisors$1,054,783$63,629,865$84,039,709$147,669,574
36Bingham, Osborn & Scarborough$940,765$2,628,982,600$244,113,900$2,873,096,500
37Blankinship & Foster$462,077$396,000,000$0$396,000,000
38Blume Capital Management, Inc.$502,109$282,185,063$0$282,185,063
39Brouwer & Janachowski$941,643$1,279,692,953$0$1,279,692,953
40C-J Advisory, Inc.$184,701$136,863,353$0$136,863,353
41Callan Capital$688,898$586,252,184$0$586,252,184
42Cannon Beach Consultants Inc$147,789$105,561,769$8,531,288$114,093,057
43Capital Advantage, Inc.$1,061,621$502,146,895$0$502,146,895
44Cardiff Park Advisors$3,172,970$0$955,064,070$955,064,070
45Caves & Associates$594,843$165,362,980$5,356,870$170,719,850
46Certified Planners, Inc.$177,243$159,665,002$739,537$160,404,539
47Check Capital Management Inc$501,535$772,068,050$24,871,491$796,939,541
48Cheviot Value Management$378,012$276,640,160$3,466,624$280,106,784
49Churchill Management Group$370,070$3,365,349,336$25,235,134$3,390,584,470
50Clearview Investment Partners$227,190$162,611,769$1,419,406$164,031,175
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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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2014. (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 regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% 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.