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
1Abacus Wealth Partners$332,059$949,992,543$38,215,592$988,208,135
2Acacia Wealth Advisors$5,249,212$0$645,653,050$645,653,050
3Aequitas Wealth Management$485,697$121,910,000$0$121,910,000
4Albert Heeg Investment Management$53,165,420$97,599,174$434,055,024$531,654,198
5Aljian Capital Management$227,273$100,000,000$5,000,000$105,000,000
6American Money Management$180,001$197,291,517$4,309,426$201,600,943
7Anodos Advisors$1,785,638$0$237,489,900$237,489,900
8Aperio Group$4,916,675$7,060,344,941$0$7,060,344,941
9Apriem Advisors$276,979$357,234,816$67,096,500$424,331,316
10Argos Wealth Advisors$617,719$755,301,786$109,504,300$864,806,086
11Ariston Services Group$995,475$218,000,000$2,000,000$220,000,000
12Arterburn and Watters, LLP$971,154$0$202,000,000$202,000,000
13Ashfield Capital Partners$6,896,477$2,138,391,055$806,404,766$2,944,795,821
14Aspiriant$1,543,798$4,892,104,000$3,198,943,000$8,091,047,000
15Asset Planning, Inc$287,865$158,037,693$2,015,225$160,052,918
16Athena Investment Management$530,996$132,883,256$1,458,762$134,342,018
17Atherton Lane Advisers$3,746,682$2,318,673,250$127,909,818$2,446,583,068
18Atlas Capital Advisors$1,360,550$243,900,000$52,700,000$296,600,000
19AWM Global Advisors$352,793$110,777,068$0$110,777,068
20Baker & Associates$359,310$115,876,219$12,397,292$128,273,511
21Baker Avenue Asset Management, LP$845,723$760,000,000$298,000,000$1,058,000,000
22Baker Street Advisors$4,000,000$0$5,200,000,000$5,200,000,000
23Banta Asset Management LP$225,787$109,630,193$32,389,827$142,020,020
24Beacon Pointe Wealth Advisors$216,720$682,667,786$0$682,667,786
25Bedell Frazier Investment Counselling.$332,482$364,400,000$0$364,400,000
26Bedrock Capital Management, Inc.$368,787$261,838,947$0$261,838,947
27Bell Investment Advisors Inc$501,832$611,586,716$7,172,198$618,758,914
28Bennicas & Associates$1,383,258$195,039,435$0$195,039,435
29Benningfield Financial Advisors$560,760$107,665,934$0$107,665,934
30Bergquist Wang$1,363,062$57,279,008$79,027,188$136,306,196
31Berkson Asset Management, Inc.$1,034,677$13,339,551$112,891,010$126,230,561
32Beta Wealth Group, Inc$158,807$165,000,000$0$165,000,000
33Beverly Investment Advisors$1,054,783$63,629,865$84,039,709$147,669,574
34Bingham, Osborn & Scarborough$940,765$2,628,982,600$244,113,900$2,873,096,500
35Blankinship & Foster$462,077$396,000,000$0$396,000,000
36Blume Capital Management, Inc.$502,109$282,185,063$0$282,185,063
37Brouwer & Janachowski$941,643$1,279,692,953$0$1,279,692,953
38C-J Advisory, Inc.$184,701$136,863,353$0$136,863,353
39Callan Capital$688,898$586,252,184$0$586,252,184
40Cannon Beach Consultants Inc$147,789$93,446,342$20,646,715$114,093,057
41Capital Advantage, Inc.$1,000,230$454,104,487$0$454,104,487
42Cardiff Park Advisors$2,831,910$0$858,068,829$858,068,829
43Caves & Associates$594,843$165,362,980$5,356,870$170,719,850
44Certified Planners, Inc.$177,243$159,665,002$739,537$160,404,539
45Check Capital Management Inc$501,535$772,068,050$24,871,491$796,939,541
46Cheviot Value Management$378,012$276,640,160$3,466,624$280,106,784
47Churchill Management Group$370,070$3,365,349,336$25,235,134$3,390,584,470
48Clearview Investment Partners$227,190$162,611,769$1,419,406$164,031,175
49Clelland & Company Inc$1,633,186$88,654,698$198,786,017$287,440,715
50Clifford Swan Investment Counsel$1,067,879$1,801,805,354$485,591,510$2,287,396,864
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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.