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.


# of employees


Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Financial Engines Advisors$96,702$63,900,000,000$0$63,900,000,000
2Litman Gregory Asset Management$6,506,252$1,243,246,808$5,458,192,244$6,701,439,052
3Beacon Pointe Advisors$1,335,847$2,461,594,222$3,209,075,909$5,670,670,131
4Baker Avenue Asset Management$829,644$506,925,176$306,955,392$813,880,568
5The Golub Group$397,525$768,199,838$14,527,435$782,727,273
6Reilly Financial Advisors$370,195$483,474,624$0$483,474,624
7Epsilon Financial Group Inc.$226,805$266,269,000$0$266,269,000
8Rowling & Associates$304,575$251,578,962$0$251,578,962
9Creative Capital Management Inc.$465,163$236,302,749$0$236,302,749
10Harold Davidson & Associates Inc.$437,060$0$218,530,117$218,530,117
11MKT Advisors$304,913$90,000,000$121,000,000$211,000,000
12Financial Designs Corp.$268,914$201,426,683$5,099,295$206,525,978
13Natural Investments$142,016$193,000,000$0$193,000,000
14Certified Planners Inc.$161,902$157,301,334$2,009,948$159,311,282
15Integral Investment Advisors Inc.$259,882$35,706,891$119,962,268$155,669,159
16American Money Management$153,949$149,426,303$3,290,802$152,717,105
17WP Advisors$223,959$129,836,388$15,737,022$145,573,410
18Tax Efficient Asset Management Solution Inc.$92,097$142,750,000$0$142,750,000
19Banta Asset Management$216,092$107,539,961$29,246,396$136,786,357
20Haydel, Biel & Associates$113,283$132,300,000$1,600,000$133,900,000
21Glenn Woody Financial Consultants Inc.$309,791$119,521,826$13,688,148$133,209,974
22Linda A. Barlow$238,762$128,862,282$1,024,376$129,886,658
23Sierra Asset Management$156,659$125,247,265$1,960,167$127,207,432
245T Wealth Management$406,609$124,306,387$929,070$125,235,457
25Regal Wealth Group Inc.$440,000$121,000,000$0$121,000,000
26Sagent Wealth Management$160,000$100,000,000$20,000,000$120,000,000
27Dobson Asset Management$664,480$110,390,225$1,906,952$112,297,177
28Daniel Wealth Advisors$325,466$72,600,000$32,200,000$104,800,000
29Reed & Ball Inc.$234,366$93,822,832$6,485,748$100,308,580
30Financial Avengers Inc.$163,935$93,825,211$6,338,815$100,164,026

Showing 1 to 30 of 30 entries

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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.