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$405,994$119,362,108$0$119,362,108
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
15Ariadne Wealth Management, LLC$652,248$125,224,810$5,876,966$131,101,776
16Ariston Services Group$1,013,274$227,200,000$1,800,000$229,000,000
17Arterburn and Watters, LLP$1,094,537$0$222,191,000$222,191,000
18Ashfield Capital Partners$4,676,726$1,584,416,522$435,929,146$2,020,345,668
20Asset Planning, Inc$319,018$199,814,152$1,486,272$201,300,424
21Athena Investment Management$503,626$137,745,906$3,269,351$141,015,257
22Atlas Capital Advisors$1,375,828$316,635,412$72,723,842$389,359,254
23Avivar Capital, LLC$25,000,000$0$100,000,000$100,000,000
24AWM Global Advisors$240,544$132,299,232$0$132,299,232
25Baker & Associates$352,042$120,571,187$18,133,554$138,704,741
26Baker Avenue Asset Management, LP$626,515$790,000,000$89,000,000$879,000,000
27Baker, Brose & Mitsutome Wealth Management LLC$312,252$173,300,000$0$173,300,000
28Beacon Pointe Wealth Advisors$288,119$1,408,515,868$5,862,491$1,414,378,359
29Bedell Frazier Investment Counselling.$1,052,369$422,000,000$0$422,000,000
30Bell Investment Advisors Inc$449,609$481,776,585$33,924,875$515,701,460
31Bennicas & Associates$1,278,166$164,883,439$0$164,883,439
32Benningfield Financial Advisors$523,691$125,685,801$0$125,685,801
33Bergquist Wang$1,357,866$54,272,627$67,935,338$122,207,965
34Berkson Asset Management, Inc.$1,034,001$15,044,508$126,613,605$141,658,113
35Beta Wealth Group, Inc$746,037$201,430,000$0$201,430,000
36Betterwealth LLC$179,512$98,900,000$11,500,000$110,400,000
37Beverly Investment Advisors$850,859$35,744,210$94,437,275$130,181,485
38Bingham, Osborn & Scarborough$999,433$2,961,406,028$219,788,115$3,181,194,143
39Blankinship & Foster$488,208$414,000,000$0$414,000,000
40Blume Capital Management, Inc.$511,573$322,291,000$0$322,291,000
41Bradley & Company, LLC$121,077$88,300,000$46,580,000$134,880,000
42Brouwer & Janachowski$855,716$1,279,295,405$0$1,279,295,405
43C-J Advisory, Inc.$197,597$147,012,475$0$147,012,475
44Camden Capital, LLC$926,935$1,038,164,557$509,817,342$1,547,981,899
45Capital Advantage, Inc.$982,887$528,793,241$0$528,793,241
46Cardiff Park Advisors$634,559$0$1,158,070,816$1,158,070,816
47Carlsbad Wealth Advisory Group, Inc.$138,433$115,037,529$0$115,037,529
48Castle Wealth Planning$998,638$104,856,977$0$104,856,977
49Caves & Associates$583,922$137,314,223$6,330,706$143,644,929
50Cedar Wealth Management$3,680,176$165,650,707$10,997,762$176,648,469
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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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 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 June 6, 2016.