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$406,609$124,306,387$929,070$125,235,457
2Abacus Wealth Partners$293,021$721,784,919$52,961,289$774,746,208
3Acacia Wealth Advisors$5,047,934$0$595,656,202$595,656,202
4Aequitas Wealth Management$410,464$100,974,196$0$100,974,196
5Albert Heeg Investment Management$30,811,546$246,492,366$0$246,492,366
6American Money Management$153,949$149,426,303$3,290,802$152,717,105
7Anodos Advisors$1,927,224$0$283,301,862$283,301,862
8Aperio Group$3,630,307$3,238,233,931$0$3,238,233,931
9Apriem Advisors$371,179$353,454,837$63,379,505$416,834,342
10Argos Wealth Advisors$716,120$648,579,492$89,739,964$738,319,456
11Ariston Services Group$777,419$164,800,000$3,900,000$168,700,000
12Arterburn and Watters$2,910,776$0$195,022,000$195,022,000
13Aspiriant$1,517,320$4,003,313,000$3,206,991,000$7,210,304,000
14Asset Planning Inc.$261,964$132,482,291$1,905,418$134,387,709
15Athena Investment Management$450,897$110,057,642$1,313,945$111,371,587
16Atherton Lane Advisers$3,307,381$2,120,222,579$148,641,043$2,268,863,622
17Atlas Capital Advisors$1,126,984$195,500,000$17,500,000$213,000,000
18Avalon Capital Management$663,975$209,152,000$0$209,152,000
19AWM Global Advisors$235,299$137,649,769$0$137,649,769
20Baker & Associates$270,606$100,477,000$14,801,000$115,278,000
21Baker Avenue Asset Management$829,644$506,925,176$306,955,392$813,880,568
22Baker Street Advisors$3,756,708$0$4,200,000,000$4,200,000,000
23Banta Asset Management$216,092$107,539,961$29,246,396$136,786,357
24Beacon Pointe Advisors$1,335,847$2,461,594,222$3,209,075,909$5,670,670,131
25Bedell Frazier Investment Counselling$236,888$342,539,326$0$342,539,326
26Bedrock Capital Management Inc.$261,905$194,857,546$0$194,857,546
27Bell Investment Advisors Inc.$424,844$505,472,489$2,641,123$508,113,612
28Bergquist Wang$1,254,801$51,848,160$79,905,919$131,754,079
29Berkson Asset Management Inc.$951,250$13,322,733$100,827,238$114,149,971
30Berman, Steven M.$3,448,605$148,290,000$0$148,290,000
31Beverly Investment Advisors$899,161$54,602,373$78,473,417$133,075,790
32Bingham, Osborn & Scarborough$865,950$2,141,818,500$312,284,800$2,454,103,300
33Blankinship & Foster$397,912$343,000,000$0$343,000,000
34Blume Capital Management Inc.$403,739$225,690,000$0$225,690,000
35Brian D. Lowder Inc.$1,136,102$197,408,814$272,880$197,681,694
36Callan Capital$783,740$411,463,685$0$411,463,685
37Cannon Beach Consultants Inc.$126,637$64,369,424$48,844,075$113,213,499
38Capital Advantage Inc.$940,698$404,500,000$0$404,500,000
39Cardiff Park Advisors$2,499,113$0$572,296,870$572,296,870
40Caves & Associates$530,110$139,289,496$4,900,497$144,189,993
41Certified Planners Inc.$161,902$157,301,334$2,009,948$159,311,282
42Check Capital Management Inc.$451,082$564,000,000$19,700,000$583,700,000
43Cheviot Value Management$464,006$322,483,914$0$322,483,914
44Christopher D. Croft Inc.$1,449,842$120,336,900$0$120,336,900
45Clearview Investment Partners$229,298$154,992,972$1,388,579$156,381,551
46Clelland & Co. Inc.$1,774,693$75,834,554$186,820,020$262,654,574
47Clutinger Williams & Verhoye Inc.$329,999$121,454,329$17,475,387$138,929,716
48Cohen Capital Management Inc.$4,719,456$448,348,314$0$448,348,314
49Comprehensive Financial Management$555,000,000$11,100,000,000$0$11,100,000,000
50Concentric Wealth Management$306,662$130,638,000$0$130,638,000
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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, 2012. (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.