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
1&Wealth Partners$862,132$95,846,341$111,065,441$206,911,782
21 North Wealth Services, Llc$276,934$168,652,943$168,652,943
31620 Investment Advisors, Inc.$284,560$119,543,083$2,532,972$122,076,055
41776 Wealth Llc$455,632$145,802,339$145,802,339
5180 Wealth Advisors, Llc$184,104$275,395,565$87,841,444$363,237,009
62088 Advisory, Lp$118,557,498$118,557,498$118,557,498
73D Asset Management, Inc.$353,126$532,866,398$532,866,398
83D Wealth Advisors, Inc.$259,075$118,138,233$118,138,233
95C Capital Management, Llc$275,750$275,358,773$8,112,651$283,471,424
105T Wealth, Llc$498,904$176,445,268$9,147,063$185,592,331
1193 Financial Group, Llc$170,875$335,427,440$335,427,440
12A. N. Culbertson & Company, Inc.$459,953$383,496,000$8,384,000$391,880,000
13A.G. Campbell Advisory, Llc$3,940,162$57,303,790$190,926,437$248,230,227
14Abacus Planning Group, Inc.$413,904$1,044,694,378$1,044,694,378
15Abacus Wealth Partners$398,288$2,020,081,685$128,684,242$2,148,765,927
16Abbot Financial Management, Inc$493,307$200,282,730$200,282,730
17Abbrea Capital, Llc$885,645$538,284,568$20,557,515$558,842,083
18Aberdeen Wealth Management Llc$853,328$374,623,106$11,081,295$385,704,401
19Abound Wealth Management, Llc$213,695$209,827,658$19,466,710$229,294,368
20Abridge Partners, Llc$414,460$161,972,311$15,831,237$177,803,548
21Access Financial Services, Inc.$373,229$273,179,938$396,692$273,576,630
22Access Investment Advisors Inc$315,851$155,398,881$155,398,881
23Accredited Investors Wealth Management$511,598$1,791,269,253$78,108,609$1,869,377,862
24Acima Private Wealth Llc$3,187,727$184,888,189$184,888,189
25Acropolis Investment Management, L.L.C.$464,251$1,141,362,730$20,194,453$1,161,557,183
26Acumen Wealth Advisors, Llc$1,347,021$153,314,306$31,227,622$184,541,928
27Adam Financial Associates Inc$254,438$160,804,820$160,804,820
28Adams Wealth Management LLC$211,886$245,363,933$245,363,933
29Adc Wealth Management, Llc$465,503$110,789,665$110,789,665
30Addington Financial Group$363,685$108,741,690$108,741,690
31Adell Harriman & Carpenter$616,403$745,231,798$745,231,798
32Adkins Seale Capital Management Llc$724,949$237,646,217$16,086,021$253,732,238
33Advance Capital Management Inc$248,238$2,483,042,049$29,128,588$2,512,170,637
34Adviceperiod, Llc$884,345$2,864,140,986$2,906,040$2,867,047,026
35Adviser Investments$476,031$5,014,033,546$5,014,033,546
37Advisors Financial, Inc.$314,190$187,885,731$187,885,731
38Advisors Management Group Inc$105,850$367,773,340$27,471,455$395,244,795
39Advisory Partners, Llc$1,001,884$192,581,503$9,799,135$202,380,638
40AE Wealth Management, LLC$111,906$5,526,239,350$5,526,239,350
41Aegis Wealth Management Llc$1,154,681$521,915,587$521,915,587
42Aequitas Investment Advisors, Llc$562,902$547,703,215$547,703,215
43Aequitas Wealth Management, Llc$1,190,357$208,312,450$208,312,450
44Aevitas Wealth Management, Inc.$300,683$367,883,015$8,872,246$376,755,261
45Affiliated Private Investors Llc$4,549,204$600,494,951$600,494,951
46Affinity Capital Advisors Llc$230,949$177,448,998$43,107,568$220,556,566
47Ag Asset Advisory, Llc$1,735,951$229,145,586$229,145,586
48Agate Pass Investment, Llc$643,956$127,503,264$127,503,264
49Agile Capital Management, Llc. (Dba Personal Benefit Services)$296,228$101,310,106$101,310,106
50Agili, P.C.$411,115$649,562,422$649,562,422
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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 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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 5, 2019.