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 |
|---|---|---|---|---|---|
| 2701 | B & L ASSET MANAGEMENT, LLC | $788,451 | $162,168,662 | $1,040,619 | $163,209,281 |
| 2702 | AZZAD ASSET MANAGEMENT, INC. | $951,533 | $1,269,942,074 | $7,966,705 | $1,277,908,779 |
| 2703 | AZA CAPITAL MANAGEMENT | $402,050 | $283,957,431 | $6,322,751 | $290,280,182 |
| 2704 | AWM GLOBAL ADVISORS | $342,025 | $103,633,443 | — | $103,633,443 |
| 2705 | AVOCET CAPITAL MANAGEMENT LLC | $768,703 | $115,575,531 | $5,110,857 | $120,686,388 |
| 2706 | AVL/WEALTHCARE, LLC | $434,479 | $122,088,640 | — | $122,088,640 |
| 2707 | AVITAS WEALTH MANAGEMENT, LLC | $1,583,728 | $1,023,088,059 | — | $1,023,088,059 |
| 2708 | AVIOR WEALTH MANAGEMENT, LLC | $944,275 | $1,884,736,906 | $429,681,976 | $2,314,418,882 |
| 2709 | AVION WEALTH | $319,734 | $611,011,081 | — | $611,011,081 |
| 2710 | AVIER WEALTH ADVISORS | $381,182 | $501,712,617 | $169,548,846 | $671,261,463 |
| 2711 | AVIANCE CAPITAL PARTNERS LLC | $916,477 | $652,067,741 | $464,205 | $652,531,946 |
| 2712 | AVESTAR CAPITAL, LLC | $859,016 | $724,797,722 | $1,071,000 | $725,868,722 |
| 2713 | AVERY WEALTH, INC. | $204,603 | $179,973,604 | $281,689 | $180,255,293 |
| 2714 | AVERA CAPITAL WEALTH MANAGEMENT | $272,023 | $105,722,979 | $7,982,829 | $113,705,808 |
| 2715 | AVALON CAPITAL MANAGEMENT | $1,059,955 | $339,185,647 | — | $339,185,647 |
| 2716 | AVALAN, LLC | $806,304 | $430,337,696 | $21,998,716 | $452,336,412 |
| 2717 | AUXANO ADVISORS | $687,312 | $947,620,299 | $81,972,700 | $1,029,592,999 |
| 2718 | AUTUS ASSET MANAGEMENT, LLC | $597,794 | $1,438,890,003 | — | $1,438,890,003 |
| 2719 | AUTUMN LANE ADVISORS, LLC | $2,224,577 | $431,158,000 | $336,321,000 | $767,479,000 |
| 2720 | AUSTIN PRIVATE WEALTH, LLC | $215,678 | $839,064,975 | $14,588,740 | $853,653,715 |
| 2721 | AUSTIN ASSET | $679,267 | $1,366,006,925 | — | $1,366,006,925 |
| 2722 | AURORA INVESTMENT COUNSEL | $3,651,593 | $215,179,441 | $3,916,116 | $219,095,557 |
| 2723 | AUREUS ASSET MANAGEMENT, LLC | $8,047,266 | $1,873,562,917 | $4,121,650,157 | $5,995,213,074 |
| 2724 | AUFMAN ASSOCIATES INC | $3,603,723 | $875,704,723 | — | $875,704,723 |
| 2725 | AUCTUS ADVISORS LLC | $624,866 | $342,961,738 | $714,821 | $343,676,559 |
| 2726 | ATWATER WEALTH MANAGEMENT | $620,451 | $172,223,306 | $3,984,694 | $176,208,000 |
| 2727 | ATWATER MALICK | $475,797 | $405,379,058 | — | $405,379,058 |
| 2728 | ATTICUS WEALTH MANAGEMENT | $558,826 | $322,605,507 | $37,837,563 | $360,443,070 |
| 2729 | ATTENTIVE INVESTMENTS, LLC | $146,582 | $139,317,609 | $15,765,845 | $155,083,454 |
| 2730 | ATON FINANCIAL LLC | $970,478 | $235,202,000 | $77,292,000 | $312,494,000 |
| 2731 | ATLAS WEALTH PARTNERS LLC | $227,228 | $168,148,951 | — | $168,148,951 |
| 2732 | ATLAS FIDUCIARY FINANCIAL, LLC | $392,216 | $152,179,853 | — | $152,179,853 |
| 2733 | ATLAS CAPITAL ADVISORS LLC | $1,865,209 | $894,800,000 | $43,400,000 | $938,200,000 |
| 2734 | ATLAS BROWN | $445,191 | $438,238,436 | $10,959,553 | $449,197,989 |
| 2735 | ATLANTIC PRIVATE WEALTH, LLC | $604,340 | $645,613,191 | $5,260,509 | $650,873,700 |
| 2736 | ATEGRA CAPITAL MANAGEMENT, LLC | $1,951,235 | $294,581,398 | $33,226,132 | $327,807,530 |
| 2737 | ASSETGRADE, LLC | $338,954 | $201,096,694 | $581,186 | $201,677,880 |
| 2738 | ASSET STRATEGIES, INC. | $908,993 | $130,705,230 | $6,552,776 | $137,258,006 |
| 2739 | ASSET PLANNING, INC | $1,194,374 | $445,513,644 | $1,182,163 | $446,695,807 |
| 2740 | ASSET PLANNING SERVICES INC | $531,519 | $267,103,377 | $46,493,118 | $313,596,495 |
| 2741 | ASSET PLANNING CORPORATION | $402,173 | $320,342,120 | $6,222,719 | $326,564,839 |
| 2742 | ASSET MANAGEMENT STRATEGIES, INC. | $96,421 | $157,456,068 | — | $157,456,068 |
| 2743 | ASSET MANAGEMENT RESOURCES, LLC | $275,715 | $223,178,622 | $17,245,238 | $240,423,860 |
| 2744 | ASSET MANAGEMENT GROUP LTD | $1,044,060 | $502,192,860 | — | $502,192,860 |
| 2745 | ASSET DEDICATION, LLC | $387,767 | $2,015,222,595 | — | $2,015,222,595 |
| 2746 | ASSET ADVISORY GROUP INC | $450,613 | $378,328,312 | $20,914,682 | $399,242,994 |
| 2747 | ASPYRE WEALTH PARTNERS | $426,895 | $516,970,077 | — | $516,970,077 |
| 2748 | ASPIREAN WEALTH, LLC | $286,700 | $49,239,365 | $89,236,670 | $138,476,035 |
| 2749 | ASPIRE WEALTH ARCHITECTS | $529,018 | $210,196,850 | $22,571,211 | $232,768,061 |
| 2750 | ASPIRE PLANNING ASSOCIATES, INC. | $344,805 | $125,509,086 | — | $125,509,086 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
