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
11 North Wealth Services, LLC$372,067$245,564,288$245,564,288
21620 Investment Advisors, Inc.$347,328$143,648,814$3,618,185$147,266,999
317 Capital Partners, LLC$1,111,633$141,177,415$141,177,415
41776 Wealth LLC$734,780$239,538,315$239,538,315
5180 Wealth Advisors, LLC$248,653$340,000,000$260,000,000$600,000,000
63D ASSET MANAGEMENT, INC.$328,088$603,025,169$603,025,169
73D/L Capital Management, LLC$491,537$681,762,070$681,762,070
844 Wealth Management LLC$347,626$363,964,862$363,964,862
946 Peaks LLC$666,256$163,899,000$163,899,000
105C Capital Management, LLC$320,966$330,267,648$23,757,562$354,025,210
115T Wealth, LLC$679,914$213,025,059$467,989$213,493,048
1293 Financial Group, LLC$240,083$531,543,590$531,543,590
13A. N. Culbertson & Company, Inc.$605,482$485,997,000$9,893,000$495,890,000
14A.G. Campbell Advisory, LLC$4,932,177$77,874,581$257,513,465$335,388,046
15A.O. Wealth Advisory,LLC$112,414$91,587,404$8,910,939$100,498,343
16Abacus Planning Group, Inc.$599,296$1,452,693,162$1,452,693,162
17Abacus Wealth Partners, LLC$620,391$3,512,857,000$236,788,000$3,749,645,000
18Abbot Financial Management, Inc$494,183$212,992,975$212,992,975
19Abbrea Capital, LLC$1,404,654$830,709,581$148,334,413$979,043,994
20Aberdeen Wealth Management LLC$1,133,259$487,361,186$18,072,360$505,433,546
21Abound Wealth Management, LLC$269,275$474,884,231$26,505,345$501,389,576
22Absher Wealth Management, LLC$425,599$558,833,039$50,199,694$609,032,733
23ACap Asset Management, Inc.$124,925$113,833,411$23,084,708$136,918,119
24Access Investment Advisors Inc$330,250$167,106,686$167,106,686
25Accredited Investors Inc$651,689$2,545,432,965$130,400,589$2,675,833,554
26Accretive Wealth Management, LLC$681,829$129,883,579$20,118,760$150,002,339
27Accretive Wealth Partners, LLC$572,155$189,615,961$3,200,355$192,816,316
28ACCURATE WEALTH MANAGEMENT, LLC$91,284$155,000,000$155,000,000
29Acima Private Wealth LLC$4,677,754$252,598,698$252,598,698
30Ackerman Capital Advisors, LLC$918,020$434,278,331$30,239,912$464,518,243
31ACPM Wealth Management For Individuals, LLC$426,801$563,377,248$563,377,248
32Acropolis Investment Management, L.L.C.$487,098$1,600,751,093$53,433,029$1,654,184,122
33Action Point Financial Planning, LLC$176,751$170,200,000$3,900,000$174,100,000
34Acumen Wealth Advisors, LLC$1,569,151$237,396,740$38,773,793$276,170,533
35Adams Wealth Management LLC$258,879$322,045,162$322,045,162
36ADAPTIVE FINANCIAL CONSULTING, LLC$578,227$138,202,121$1,150,502$139,352,623
37ADC Wealth Management, LLC$623,500$143,405,000$143,405,000
38Adcm, LLC$347,389$130,618,137$130,618,137
39Addis & Hill, Incorporated$313,565$111,315,633$111,315,633
40Addison Advisors LLC$341,231$192,693,505$4,538,265$197,231,770
41Adell Harriman & Carpenter Inc$575,797$1,032,403,916$1,032,403,916
42Adkins Seale Capital Management LLC$800,412$280,325,061$23,031,067$303,356,128
43Advance Capital Management Inc$306,000$3,408,838,972$42,233,861$3,451,072,833
44Advanced Asset Management L.L.C.$89,689$118,209,506$118,209,506
45Advantage Capital Advisors, LLC$304,241$131,736,302$131,736,302
46Adviceone Advisory Services, LLC$266,574$1,074,024,830$1,074,024,830
47Adviceperiod, LLC$924,862$4,387,303,464$71,457,070$4,458,760,534
48Adviser Investments LLC$607,534$6,541,316,035$6,541,316,035
49Advisors Financial, Inc.$353,314$233,540,286$233,540,286
50Advisors Management Group Inc$121,617$449,770,472$35,482,963$485,253,435
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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 Carline Murphy.

*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.