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
    51ADVISORS FINANCIAL, INC.$357,714$257,196,040$257,196,040
    52ADVISORS MANAGEMENT GROUP INC$133,497$542,768,463$33,272,728$576,041,191
    53AEGIS WEALTH$1,376,784$657,693,568$1,786,007$659,479,575
    54AEGIS WEALTH MANAGEMENT, LLC$444,420$59,055,072$110,713,179$169,768,251
    55AEM ASSET MANAGEMENT, LLC$3,000,125$147,006,120$147,006,120
    56AEQUITAS INVESTMENT ADVISORS, LLC$545,708$684,863,869$684,863,869
    57AEVITAS WEALTH MANAGEMENT, INC.$420,227$600,483,254$16,830,128$617,313,382
    58AFFILIATED PRIVATE INVESTORS LLC$6,378,208$580,416,933$580,416,933
    59AFFINITY WEALTH MANAGEMENT LLC$354,908$611,358,912$45,575,015$656,933,927
    60AFS FINANCIAL GROUP, LLC$571,348$505,643,018$505,643,018
    61AG ASSET ADVISORY, LLC$2,048,385$307,257,783$307,257,783
    62AGATE PASS INVESTMENT, LLC$829,835$209,948,374$209,948,374
    63AGILI, P.C.$549,195$1,065,388,598$1,148,790$1,066,537,388
    64AGILIS WEALTH MANAGEMENT,LLC$300,771$101,359,732$101,359,732
    65AHL INVESTMENT MANAGEMENT, INC.$485,645$157,105,369$729,161$157,834,530
    66AILSA CAPITAL, INC.$224,640$210,262,892$210,262,892
    67AIO FINANCIAL, LLC$231,553$150,509,163$150,509,163
    68ALBION FINANCIAL GROUP$753,327$1,510,552,637$158,820,681$1,669,373,318
    69ALCHEMI WEALTH, LLC$222,407$173,477,630$173,477,630
    70ALCOSTA CAPITAL MANAGEMENT, INC.$1,411,931$206,968,972$584,879$207,553,851
    71ALDEBARAN FINANCIAL INC$396,772$281,311,346$281,311,346
    72ALDER FINANCIAL GROUP INC$641,989$157,934,387$1,920,907$159,855,294
    73ALESCO ADVISORS LLC$3,152,467$4,403,996,823$4,403,996,823
    74ALETHEA CAPITAL MANAGEMENT, LLC$1,727,842$228,075,166$228,075,166
    75ALETHEIAN WEALTH ADVISORS LLC$393,720$144,650,000$18,350,000$163,000,000
    76ALEXANDER RANDOLPH ADVISORY INC$742,445$217,099,043$137,047,140$354,146,183
    77ALHAMBRA INVESTMENT MANAGEMENT LLC$594,949$213,781,419$43,831,336$257,612,755
    78ALIGN IMPACT, LLC$6,616,102$205,099,167$205,099,167
    79ALJIAN CAPITAL MANAGEMENT$465,537$419,195,628$7,235,889$426,431,517
    80ALL SEASON FINANCIAL ADVISORS, INC.$277,308$197,165,856$197,165,856
    81ALL STAR FINANCIAL INC$373,289$643,620,730$9,262,534$652,883,264
    82ALL TERRAIN FINANCIAL ADVISORS$507,602$255,635,947$10,347,667$265,983,614
    83ALLGEN FINANCIAL ADVISORS, INC.$142,580$321,518,894$321,518,894
    84ALLIANCE ADVISORY & SECURITIES, INC$210,996$202,486,165$154,518,651$357,004,816
    85ALLIANCE WEALTH ADVISORS, LLC$226,800$229,975,579$229,975,579
    86ALLIED INVESTMENT ADVISORS LLC$446,676$661,036,586$5,850,305$666,886,891
    87ALLIED PORTFOLIO MANAGEMENT, INC.$507,737$179,231,161$179,231,161
    88ALLIUM FINANCIAL ADVISORS, LLC$730,638$413,442,461$12,519,295$425,961,756
    89ALLODIUM INVESTMENT CONSULTANTS, LLC$619,257$374,650,372$374,650,372
    90ALLRED CAPITAL MANAGEMENT, LLC$441,490$367,458,220$35,180,922$402,639,142
    91ALPHA ADVISORS, LLC$471,013$157,789,370$157,789,370
    92ALPHA CAPITAL FAMILY OFFICE, LLC$420,889$186,830,029$4,674,427$191,504,456
    93ALPHA FIDUCIARY$580,160$156,825,600$397,779$157,223,379
    94ALPHA FINANCIAL ADVISORS, LLC$294,319$412,341,503$412,341,503
    95ALPHA OMEGA WEALTH MANAGEMENT, LLC$800,498$899,726,370$95,292,412$995,018,782
    96ALPHAMARK ADVISORS, LLC$409,156$403,018,605$403,018,605
    97ALTAIR ADVISERS, LLC$8,271,361$2,260,995,901$4,422,264,069$6,683,259,970
    98ALTAMONT CAPITAL MANAGEMENT$688,212$235,368,426$235,368,426
    99ALTAMONT WEALTH MANAGEMENT, INC.$1,209,061$182,568,174$182,568,174
    100ALTFEST PERSONAL WEALTH MANAGEMENT$484,505$1,527,955,353$27,305,515$1,555,260,868
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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 Research.

    Reprints: For reprints of these rankings, please contact Caroline Murphy.

    *Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.