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


High-net-worth client assets

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
1&Wealth Partners$1,151,718$104,044,440$147,030,147$251,074,587
21 North Wealth Services, Llc$323,569$198,671,581$198,671,581
31620 Investment Advisors, Inc.$334,629$132,215,698$3,308,906$135,524,604
41776 Wealth Llc$431,707$177,000,000$177,000,000
5180 Wealth Advisors, Llc$285,714$335,097,710$142,902,290$478,000,000
62088 Advisory, Lp$118,557,498$118,557,498$118,557,498
73D Asset Management, Inc.$328,088$603,025,169$603,025,169
846 Peaks Investment Advisory Group$405,913$98,631,225$4,064,673$102,695,898
95C Capital Management, Llc$293,761$299,597,471$13,257,931$312,855,402
105T Wealth, Llc$667,238$207,356,158$154,878$207,511,036
1193 Financial Group, Llc$208,634$440,426,099$440,426,099
12A. N. Culbertson & Company, Inc.$553,578$453,656,000$9,689,000$463,345,000
13A.G. Campbell Advisory, Llc$5,749,030$70,049,432$269,143,341$339,192,773
14Abacus Planning Group, Inc.$223,462$1,287,141,330$1,287,141,330
15Abacus Wealth Partners$477,851$2,336,506,167$389,158,391$2,725,664,558
16Abbot Financial Management, Inc$493,307$200,282,730$200,282,730
17Abbrea Capital, Llc$1,232,347$716,789,770$105,185,764$821,975,534
18Aberdeen Wealth Management Llc$985,778$427,645,999$16,939,871$444,585,870
19Abound Wealth Management, Llc$237,095$311,910,280$22,156,334$334,066,614
20Abridge Partners, Llc$414,971$166,758,248$12,094,085$178,852,333
21Absher Wealth Management, Llc$376,282$446,763,275$45,413,843$492,177,118
22Acap Asset Management, Inc.$93,124$78,731,935$21,469,597$100,201,532
23Access Financial Services, Inc.$398,492$304,398,687$447,403$304,846,090
24Access Investment Advisors Inc$623,988$149,133,027$149,133,027
25Accredited Investors Wealth Management$580,037$2,209,844,931$87,681,787$2,297,526,718
26Accretive Wealth Partners, Llc$491,914$115,291,688$3,259,496$118,551,184
27Accruent Wealth Advisors$202,966$17,489,841$90,081,993$107,571,834
28Acima Private Wealth Llc$2,848,370$210,779,368$210,779,368
29Acropolis Investment Management, L.L.C.$499,696$1,420,619,854$24,000,154$1,444,620,008
30Acumen Wealth Advisors, Llc$1,477,716$194,030,636$37,970,782$232,001,418
31Acumen Wealth Advisors, Llc$1,477,716$194,030,636$37,970,782$232,001,418
32Adams Ashby Financial Advisors$1,377,530$165,303,593$165,303,593
33Adams Wealth Advisors$227,531$280,090,662$280,090,662
34Adaptive Financial Consulting, Llc$578,227$138,202,121$1,150,502$139,352,623
35Adc Wealth Management, Llc$593,107$139,973,229$139,973,229
36Addington Financial Group$757,644$223,505,090$223,505,090
37Addis & Hill, Incorporated$295,374$102,790,239$102,790,239
38Adell Harriman & Carpenter$542,804$921,138,152$921,138,152
39Adkins Seale Capital Management Llc$784,742$256,155,349$22,428,156$278,583,505
40Advance Capital Management Inc$275,326$2,921,688,955$33,658,471$2,955,347,426
41Advantage Capital Advisors, Llc$278,903$107,377,534$107,377,534
42Adviser Investments$546,445$5,836,032,941$5,836,032,941
43Advisors Financial, Inc.$350,752$212,906,479$212,906,479
44Advisors Financial, Inc.$350,752$212,906,479$212,906,479
45Advisors Management Group Inc$123,067$439,711,468$32,740,862$472,452,330
46Advisory Partners, Llc$1,181,585$207,958,889$207,958,889
47Ae Wealth Management, Llc$115,541$8,583,746,349$8,583,746,349
48Aegis Wealth Management Llc$1,106,470$521,147,281$521,147,281
49Aequitas Wealth Management, Llc$425,399$263,322,000$263,322,000
50Aevitas Wealth Management, Inc.$327,868$453,635,883$11,937,003$465,572,886
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Showing 1 to 50 of 2,336 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 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.