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$1,212,290$109,958,411$156,745,308$266,703,719
21 North Wealth Services$255,280$147,041,147$0$147,041,147
31620 Investment Advisors, Inc.$320,265$122,796,877$3,067,440$125,864,317
41776 Wealth LLC$374,332$115,000,000$25,000,000$140,000,000
5180 Wealth Advisors, LLC$211,457$236,095,498$157,425,074$393,520,572
63D Wealth Advisors, Inc.$285,345$0$122,698,561$122,698,561
75C Capital Management, LLC$264,181$230,172,000$12,346,000$242,518,000
893 Financial Group$176,603$326,009,780$0$326,009,780
9A. N. Culbertson & Company, Inc.$515,682$435,362,000$9,156,000$444,518,000
10A.G. Campbell Advisory, LLC$4,727,300$58,461,675$229,903,599$288,365,274
11Abacus Planning Group Inc$424,034$1,056,268,329$0$1,056,268,329
12Abacus Wealth Partners$427,792$2,041,601,463$146,555,707$2,188,157,170
13Abaris Financial Group, LLC$268,782$145,517,215$1,506,300$147,023,515
14Abbot Financial Management, Inc$516,183$187,890,493$0$187,890,493
15Abbrea Capital, LLC$782,085$481,292,048$21,588,478$502,880,526
16Aberdeen Wealth Management$813,348$403,961,154$5,966,472$409,927,626
17Abound Wealth Management, LLC$233,977$163,306,583$15,919,850$179,226,433
18Abridge Partners$424,986$170,394,509$14,049,200$184,443,709
19Access Financial Services, Inc.$361,011$237,861,329$406,124$238,267,453
20Access Investment Advisors Inc$265,537$148,435,091$0$148,435,091
21Accredited Investors Wealth Management$580,408$1,858,424,252$78,395,986$1,936,820,238
22Acima Private Wealth LLC$3,742,415$153,439,033$0$153,439,033
23Acropolis Investment Management$558,661$1,261,386,132$23,534,443$1,284,920,575
24Acumen Wealth Advisors, LLC$1,182,203$132,217,888$34,472,665$166,690,553
25Adam Financial Associates Inc$267,327$166,009,870$0$166,009,870
26Adams Ashby Financial Advisors$915,528$112,609,952$0$112,609,952
27Adams Wealth Management LLC$182,739$174,150,580$0$174,150,580
28ADC Wealth Management, LLC$589,650$0$123,826,531$123,826,531
29Addington Financial Group$358,775$120,548,545$0$120,548,545
30Adell Harriman & Carpenter$643,213$726,187,360$0$726,187,360
31Adkins Seale Capital Management$776,907$244,976,324$8,295,389$253,271,713
32Advance Capital Management Inc$273,729$2,579,671,323$26,232,947$2,605,904,270
33Adviceperiod, LLC$1,056,089$2,261,684,888$4,681,296$2,266,366,184
34Adviser Investments$518,445$5,306,284,485$0$5,306,284,485
35AdviserSource.com$287,625$123,678,767$0$123,678,767
36Advisors Financial, Inc.$358,863$174,004,203$44,287$174,048,490
37Advisors Management Group Inc$114,049$378,131,380$35,297,669$413,429,049
38Advisory Partners, LLC$879,989$183,416,402$11,061,091$194,477,493
39AE Wealth Management, LLC$96,867$2,759,050,999$0$2,759,050,999
40Aegis Wealth Management$1,187,572$520,156,324$0$520,156,324
41Aepg Wealth Strategies$608,860$664,780,395$225,981,510$890,761,905
42Aequitas Investment Advisors, LLC$618,304$0$569,458,099$569,458,099
43Aequitas Wealth Management$535,685$184,811,400$0$184,811,400
44Aevitas Wealth Management, Inc.$318,824$367,602,610$8,610,025$376,212,635
45Affiliated Private Investors$6,729,257$955,554,490$0$955,554,490
46AG Asset Advisory, LLC$2,178,117$246,127,167$0$246,127,167
47AJ Wealth$1,635,974$614,000,000$150,000,000$764,000,000
48Alaska Permanent Capital Management Co$17,840,435$2,177,391,520$106,184,167$2,283,575,687
49Albion Financial Group$619,772$938,184,700$62,746,855$1,000,931,555
50Aldebaran Financial Inc$488,953$346,667,438$0$346,667,438
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Showing 1 to 50 of 2,314 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.

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