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$407,289$125,037,569$0$125,037,569
2Abacus Wealth Partners$360,000$1,172,000,000$178,000,000$1,350,000,000
3Acacia Wealth Advisors$5,001,459$0$645,188,180$645,188,180
4Adviceperiod, LLC$1,415,667$526,282,000$61,220,000$587,502,000
5Aequitas Wealth Management$646,025$156,984,000$0$156,984,000
6AG Asset Advisory, LLC$3,016,356$211,144,900$0$211,144,900
7Aljian Capital Management$231,439$114,400,000$7,800,000$122,200,000
8Allovest Advisory Services$134,013,698$0$134,013,698$134,013,698
9Alpha & Omega$3,079$170,519,905$94,958,653$265,478,558
10American Money Management$189,254$202,767,006$5,034,202$207,801,208
11Anodos Advisors$1,796,264$0$366,437,800$366,437,800
12Aperio Group$5,412,713$10,045,994,426$0$10,045,994,426
13Apriem Advisors$961,216$403,493,752$22,324,834$425,818,586
14Ariston Services Group$1,008,898$236,000,000$2,100,000$238,100,000
15Arterburn and Watters, LLP$1,032,864$0$220,000,000$220,000,000
16Ashfield Capital Partners$6,195,050$2,134,108,914$579,322,880$2,713,431,794
17Aspiriant$1,402,584$5,748,106,878$2,678,617,896$8,426,724,774
18Asset Planning, Inc$311,936$181,541,914$1,876,545$183,418,459
19Athena Investment Management$517,138$140,127,809$2,085,006$142,212,815
20Atherton Lane Advisers$4,049,007$2,702,637,039$139,765,969$2,842,403,008
21Atlas Capital Advisors$1,452,585$303,800,000$81,135,000$384,935,000
22AWM Global Advisors$273,267$144,011,803$0$144,011,803
23Baker & Associates$359,341$121,604,275$15,304,744$136,909,019
24Baker Avenue Asset Management, LP$917,910$928,000,000$302,000,000$1,230,000,000
25Baker, Brose & Mitsutome Wealth Management LLC$311,234$169,000,000$0$169,000,000
26Banta Asset Management LP$288,885$111,220,847$0$111,220,847
27Beacon Pointe Wealth Advisors$263,466$879,140,425$46,643$879,187,068
28Bedell Frazier Investment Counselling.$1,115,274$387,000,000$0$387,000,000
29Bedrock Capital Management, Inc.$404,197$310,423,422$0$310,423,422
30Bell Investment Advisors Inc$450,283$555,102,779$17,207,061$572,309,840
31Bennicas & Associates$1,377,597$185,975,545$0$185,975,545
32Benningfield Financial Advisors$538,872$122,862,722$0$122,862,722
33Bergquist Wang$1,394,190$55,554,761$75,499,088$131,053,849
34Berkson Asset Management, Inc.$1,120,874$18,230,943$126,361,756$144,592,699
35Beta Wealth Group, Inc$292,857$205,000,000$0$205,000,000
36Beverly Investment Advisors$953,501$36,737,479$95,799,161$132,536,640
37Bingham, Osborn & Scarborough$1,007,521$2,917,214,600$256,476,400$3,173,691,000
38Blankinship & Foster$512,426$433,000,000$0$433,000,000
39Blume Capital Management, Inc.$509,596$335,823,835$0$335,823,835
40Brouwer & Janachowski$927,651$1,293,145,387$0$1,293,145,387
41C-J Advisory, Inc.$178,487$144,752,738$0$144,752,738
42Capital Advantage, Inc.$1,042,169$501,283,293$0$501,283,293
43Cardiff Park Advisors$710,313$0$1,034,925,745$1,034,925,745
44Castle Wealth Planning$998,638$104,856,977$0$104,856,977
45Caves & Associates$492,416$139,148,107$7,099,489$146,247,596
46Certified Planners, Inc.$183,022$145,951,874$648,429$146,600,303
47Chamberlain Financial Planning & Wealth Management$1,497,531$8,000,000$113,300,000$121,300,000
48Check Capital Management Inc$557,807$1,020,266,606$27,294,161$1,047,560,767
49Cheviot Value Management$445,233$261,351,988$0$261,351,988
50Churchill Management Group$331,252$3,461,023,895$65,149,396$3,526,173,291
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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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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 11, 2015.