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.

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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
63D ASSET MANAGEMENT, INC.$328,088$603,025,169$603,025,169
746 PEAKS INVESTMENT ADVISORY GROUP$405,913$98,631,225$4,064,673$102,695,898
85C CAPITAL MANAGEMENT, LLC$293,761$299,597,471$13,257,931$312,855,402
95T WEALTH, LLC$667,238$207,356,158$154,878$207,511,036
1093 FINANCIAL GROUP, LLC$208,634$440,426,099$440,426,099
11A. N. CULBERTSON & COMPANY, INC.$553,578$453,656,000$9,689,000$463,345,000
12A.G. CAMPBELL ADVISORY, LLC$5,749,030$70,049,432$269,143,341$339,192,773
13ABACUS PLANNING GROUP, INC.$223,462$1,287,141,330$1,287,141,330
14ABACUS WEALTH PARTNERS$477,851$2,336,506,167$389,158,391$2,725,664,558
15ABBOT FINANCIAL MANAGEMENT, INC$494,183$212,992,975$212,992,975
16ABBREA CAPITAL, LLC$1,232,347$716,789,770$105,185,764$821,975,534
17ABERDEEN WEALTH MANAGEMENT LLC$985,778$427,645,999$16,939,871$444,585,870
18ABOUND WEALTH MANAGEMENT, LLC$237,095$311,910,280$22,156,334$334,066,614
19ABSHER WEALTH MANAGEMENT, LLC$376,282$446,763,275$45,413,843$492,177,118
20ACAP ASSET MANAGEMENT, INC.$93,124$78,731,935$21,469,597$100,201,532
21ACCESS INVESTMENT ADVISORS INC$623,988$149,133,027$149,133,027
22ACCREDITED INVESTORS WEALTH MANAGEMENT$580,037$2,209,844,931$87,681,787$2,297,526,718
23ACCRETIVE WEALTH MANAGEMENT, LLC$632,653$109,000,000$15,000,000$124,000,000
24ACCRETIVE WEALTH PARTNERS, LLC$491,914$115,291,688$3,259,496$118,551,184
25ACCRUENT WEALTH ADVISORS$202,966$17,489,841$90,081,993$107,571,834
26ACCURATE WEALTH MANAGEMENT, LLC$91,284$155,000,000$155,000,000
27ACIMA PRIVATE WEALTH LLC$2,848,370$210,779,368$210,779,368
28ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.$499,696$1,420,619,854$24,000,154$1,444,620,008
29ACUMEN WEALTH ADVISORS, LLC$1,477,716$194,030,636$37,970,782$232,001,418
30ADAMS ASHBY FINANCIAL ADVISORS$1,377,530$165,303,593$165,303,593
31ADAMS WEALTH ADVISORS$227,531$280,090,662$280,090,662
32ADAPTIVE FINANCIAL CONSULTING, LLC$578,227$138,202,121$1,150,502$139,352,623
33ADC WEALTH MANAGEMENT, LLC$593,107$139,973,229$139,973,229
34ADDIS & HILL, INCORPORATED$295,374$102,790,239$102,790,239
35ADELL HARRIMAN & CARPENTER$542,804$921,138,152$921,138,152
36ADKINS SEALE CAPITAL MANAGEMENT LLC$784,742$256,155,349$22,428,156$278,583,505
37ADVANCE CAPITAL MANAGEMENT INC$275,326$2,921,688,955$33,658,471$2,955,347,426
38ADVANCED ASSET MANAGEMENT L.L.C.$85,024$110,107,570$83,318$110,190,888
39ADVANTAGE CAPITAL ADVISORS, LLC$278,903$107,377,534$107,377,534
40ADVICEPERIOD, LLC$961,391$3,466,237,641$1,498,037$3,467,735,678
41ADVISER INVESTMENTS$546,445$5,836,032,941$5,836,032,941
42ADVISORS FINANCIAL, INC.$350,752$212,906,479$212,906,479
43ADVISORS MANAGEMENT GROUP INC$123,067$439,711,468$32,740,862$472,452,330
44ADVISORY PARTNERS, LLC$1,181,585$207,958,889$207,958,889
45AEGIS WEALTH MANAGEMENT LLC$1,106,470$521,147,281$521,147,281
46AEQUITAS INVESTMENT ADVISORS, LLC$563,021$623,827,690$623,827,690
47AEQUITAS WEALTH MANAGEMENT, LLC$425,399$263,322,000$263,322,000
48AEVITAS WEALTH MANAGEMENT, INC.$327,868$453,635,883$11,937,003$465,572,886
49AFFILIATED PRIVATE INVESTORS LLC$22,421,314$672,639,433$672,639,433
50AFFINITY CAPITAL ADVISORS LLC$271,136$248,782,252$32,114,445$280,896,697
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Showing 1 to 50 of 2,491 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 Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.