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$271,974$166,447,917$166,447,917
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
63D Wealth Advisors, Inc.$259,075$118,138,233$118,138,233
75C Capital Management, LLC$272,295$252,259,730$7,509,702$259,769,432
893 Financial Group$170,875$335,427,440$335,427,440
9A. N. Culbertson & Company, Inc.$459,953$383,496,000$8,384,000$391,880,000
10A.G. Campbell Advisory, LLC$3,940,162$57,303,790$190,926,437$248,230,227
11Abacus Planning Group Inc$413,904$1,044,694,378$1,044,694,378
12Abacus Wealth Partners$398,288$2,020,081,685$128,684,242$2,148,765,927
13Abaris Financial Group, LLC$267,987$145,517,200$145,517,200
14Abbot Financial Management, Inc$516,183$187,890,493$187,890,493
15Abbrea Capital, LLC$885,645$538,284,568$20,557,515$558,842,083
16Aberdeen Wealth Management$853,328$374,623,106$11,081,295$385,704,401
17Abound Wealth Management, LLC$213,695$209,827,658$19,466,710$229,294,368
18Abridge Partners$414,460$161,972,311$15,831,237$177,803,548
19Access Financial Services, Inc.$373,229$273,179,938$396,692$273,576,630
20Access Investment Advisors Inc$315,851$155,398,881$155,398,881
21Accredited Investors Wealth Management$511,598$1,791,269,253$78,108,609$1,869,377,862
22Acima Private Wealth LLC$3,187,727$184,888,189$184,888,189
23Acropolis Investment Management$464,251$1,141,362,730$20,194,453$1,161,557,183
24Acumen Wealth Advisors, LLC$1,347,021$153,314,306$31,227,622$184,541,928
25Adam Financial Associates Inc$254,438$160,804,820$160,804,820
26Adams Wealth Management LLC$153,472$200,741,643$200,741,643
27ADC Wealth Management, LLC$465,503$110,789,665$110,789,665
28Addington Financial Group$363,685$108,741,690$108,741,690
29Adell Harriman & Carpenter$616,403$745,231,798$745,231,798
30Adkins Seale Capital Management$724,949$237,646,217$16,086,021$253,732,238
31Advance Capital Management Inc$248,238$2,483,042,049$29,128,588$2,512,170,637
32Adviceperiod, LLC$971,856$3,034,726,438$4,265,696$3,038,992,134
33Adviser Investments$476,031$5,014,033,546$5,014,033,546
34AdviserSource.com$161,431$111,363,178$21,978,683$133,341,861
35Advisors Financial, Inc.$314,190$187,885,731$187,885,731
36Advisors Management Group Inc$105,850$367,773,340$27,471,455$395,244,795
37Advisory Partners, LLC$1,001,884$192,581,503$9,799,135$202,380,638
38AE Wealth Management, LLC$111,906$5,526,239,350$5,526,239,350
39Aegis Wealth Management$1,154,681$521,915,587$521,915,587
40Aepg Wealth Strategies$535,684$657,941,512$254,864,783$912,806,295
41Aequitas Investment Advisors, LLC$562,902$547,703,215$547,703,215
42Aequitas Wealth Management$1,190,357$208,312,450$208,312,450
43Aevitas Wealth Management, Inc.$300,683$367,883,015$8,872,246$376,755,261
44Affiliated Private Investors$4,549,204$600,494,951$600,494,951
45Affiliated Private Investors Llc$182,213$113,336,704$113,336,704
46AG Asset Advisory, LLC$1,735,951$229,145,586$229,145,586
47AJ Wealth$1,302,391$708,000,000$218,000,000$926,000,000
48Alaska Permanent Capital Management Co$18,248,231$2,412,922,640$123,581,467$2,536,504,107
49Albion Financial Group$535,913$898,314,947$80,262,692$978,577,639
50Aldebaran Financial Inc$490,957$329,923,322$329,923,322
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Showing 1 to 50 of 2,205 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.

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