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$571,031$167,883,011$0$167,883,011
2Abacus Wealth Partners$332,939$1,310,988,000$130,640,000$1,441,628,000
3Abbrea Capital, LLC$760,425$165,915,640$9,742,563$175,658,203
4Acacia Wealth Advisors$4,209,034$0$509,293,132$509,293,132
5Adviceperiod, LLC$1,040,513$666,968,711$0$666,968,711
6Aequitas Wealth Management$472,200$140,715,700$0$140,715,700
7AG Asset Advisory, LLC$2,919,586$216,049,340$0$216,049,340
8Alethea Capital Management, LLC$1,143,988$147,574,505$0$147,574,505
9Aljian Capital Management$235,646$120,311,946$6,465,505$126,777,451
10Alpha & Omega$3,384$190,000,000$115,000,000$305,000,000
11American Money Management$195,770$201,278,408$4,671,465$205,949,873
12Anodos Advisors$1,504,489$0$264,790,000$264,790,000
13Aperio Group$5,271,954$13,243,148,689$0$13,243,148,689
14Apriem Advisors$292,685$409,593,801$21,530,794$431,124,595
15Argos Wealth Advisors LLC$6,323,893$695,628,176$0$695,628,176
16Ariadne Wealth Management, LLC$652,248$125,224,810$5,876,966$131,101,776
17Ariston Services Group$1,013,274$227,200,000$1,800,000$229,000,000
18Arterburn and Watters, LLP$1,094,537$0$222,191,000$222,191,000
19Ashfield Capital Partners$4,676,726$1,584,416,522$435,929,146$2,020,345,668
20Aspiriant$1,321,707$6,868,198,000$2,437,938,000$9,306,136,000
21Asset Planning, Inc$319,018$199,814,152$1,486,272$201,300,424
22Athena Investment Management$503,626$137,745,906$3,269,351$141,015,257
23Atlas Capital Advisors$1,375,828$316,635,412$72,723,842$389,359,254
24Avivar Capital, LLC$25,000,000$0$100,000,000$100,000,000
25AWM Global Advisors$240,544$132,299,232$0$132,299,232
26Baker & Associates$352,042$120,571,187$18,133,554$138,704,741
27Baker Avenue Asset Management, LP$626,515$790,000,000$89,000,000$879,000,000
28Baker, Brose & Mitsutome Wealth Management LLC$312,252$173,300,000$0$173,300,000
29Beacon Pointe Wealth Advisors$288,119$1,408,515,868$5,862,491$1,414,378,359
30Bedell Frazier Investment Counselling.$1,052,369$422,000,000$0$422,000,000
31Bell & Brown Wealth Advisors, LLC$450,704$145,000,000$15,000,000$160,000,000
32Bell Investment Advisors Inc$449,609$481,776,585$33,924,875$515,701,460
33Bennicas & Associates$1,278,166$164,883,439$0$164,883,439
34Benningfield Financial Advisors$523,691$125,685,801$0$125,685,801
35Bergquist Wang$1,357,866$54,272,627$67,935,338$122,207,965
36Berkson Asset Management, Inc.$1,034,001$15,044,508$126,613,605$141,658,113
37Berman, Steven M.$999,454$182,900,000$0$182,900,000
38Beta Wealth Group, Inc$746,037$201,430,000$0$201,430,000
39Betterwealth LLC$179,512$98,900,000$11,500,000$110,400,000
40Beverly Investment Advisors$850,859$35,744,210$94,437,275$130,181,485
41Bingham, Osborn & Scarborough$999,433$2,961,406,028$219,788,115$3,181,194,143
42Blankinship & Foster$488,208$414,000,000$0$414,000,000
43Blume Capital Management, Inc.$511,573$322,291,000$0$322,291,000
44Boltwood Capital Management$950,272$162,048,220$20,404,083$182,452,303
45Bradley & Company, LLC$121,077$88,300,000$46,580,000$134,880,000
46Brentwood Advisory Group, LLC$389,819$113,827,161$0$113,827,161
47Brouwer & Janachowski$855,716$1,279,295,405$0$1,279,295,405
48C-J Advisory, Inc.$197,597$147,012,475$0$147,012,475
49Camden Capital, LLC$926,935$1,038,164,557$509,817,342$1,547,981,899
50Capital Advantage, Inc.$1,030,263$560,463,107$0$560,463,107
Next Page »

Showing 1 to 50 of 278 entries

Page 1 | 2 | 3 | 4 | 5 | 6

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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2016. 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) not one who is an insurance company or agency.

Database last updated on December 5, 2016.