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
    151ARIES WEALTH MANAGEMENT, LLC$1,096,903$367,462,622$367,462,622
    152ARIN RISK ADVISORS LLC$16,902,462$287,341,858$287,341,858
    153ARISTA ADVISORY GROUP, LLC$302,998$206,079,038$10,564,793$216,643,831
    154ARISTA WEALTH ADVISORS, LTD$504,262$292,964,769$11,588$292,976,357
    155ARISTA WEALTH MANAGEMENT, LLC$489,579$434,776,780$89,072,338$523,849,118
    156ARISTON SERVICES GROUP, LLC$2,186,040$351,451,560$153,523,795$504,975,355
    157ARJUNA CAPITAL, LLC$962,731$403,384,379$403,384,379
    158ARKFELD WEALTH STRATEGIES, L.L.C.$208,602$257,626,800$51,729,700$309,356,500
    159ARKOS GLOBAL ADVISORS, LLC$628,048$686,456,423$686,456,423
    160ARLINGTON PARTNERS LLC$6,926,500$3,369,532,017$3,058,260,160$6,427,792,177
    161ARLINGTON WEALTH MANAGEMENT$231,901$119,660,804$119,660,804
    162ARMADA ADVISORS$194,868$151,130,720$4,178,851$155,309,571
    163ARMBRUSTER CAPITAL MANAGEMENT, INC.$1,892,801$668,284,527$58,550,873$726,835,400
    164ARMOR INVESTMENT ADVISORS, LLC$617,058$325,189,775$325,189,775
    165ARMORY CAPITAL MANAGEMENT, LLC$412,216$100,185,590$18,944,965$119,130,555
    166ARNERICH MASSENA, INC.$8,207,528$1,212,417,927$1,537,104,042$2,749,521,969
    167ARNOLD AND MOTE WEALTH MANAGEMENT$235,424$108,059,446$108,059,446
    168ARQ WEALTH ADVISORS, LLC$379,417$410,074,287$1,972,342$412,046,629
    169ARTEMIS FINANCIAL ADVISORS$806,625$265,379,677$265,379,677
    170ARTEMIS WEALTH ADVISORS, LLC$92,685,283$1,753,378,680$193,012,263$1,946,390,943
    171ARTHUR M. COHEN & ASSOCIATES LLC$1,306,513$1,059,582,281$1,059,582,281
    172ARTIFEX FINANCIAL GROUP, LLC$232,922$216,850,411$216,850,411
    173ASCEND INVESTMENT PARTNERS$303,437$493,388,105$493,388,105
    174ASCENT CAPITAL MANAGEMENT, LLC$338,298$357,912,095$14,554,229$372,466,324
    175ASCENT WEALTH PARTNERS, LLC$599,807$1,011,411,489$52,045,772$1,063,457,261
    176ASHFIELD CAPITAL PARTNERS$2,908,020$1,861,132,845$1,861,132,845
    177ASHFORD ADVISORS, LLC$3,364,588$583,621,587$176,775,397$760,396,984
    178ASPEN CAPITAL MANAGEMENT$464,994$836,060,000$836,060,000
    179ASPEN PRIVATE ADVISORS, LLC$358,383$145,145,021$145,145,021
    180ASPEN WEALTH MANAGEMENT$429,725$284,369,696$7,843,247$292,212,943
    181ASPEN WEALTH STRATEGIES, LLC$220,879$244,889,415$3,599,328$248,488,743
    182ASPIRE PLANNING ASSOCIATES, INC.$344,805$125,509,086$125,509,086
    183ASPIRE WEALTH ARCHITECTS$529,018$210,196,850$22,571,211$232,768,061
    184ASPIREAN WEALTH, LLC$286,700$49,239,365$89,236,670$138,476,035
    185ASPIRIANT, LLC$1,478,085$12,334,571,000$3,142,461,000$15,477,032,000
    186ASPYRE WEALTH PARTNERS$426,895$516,970,077$516,970,077
    187ASSET ADVISORY GROUP INC$450,613$378,328,312$20,914,682$399,242,994
    188ASSET DEDICATION, LLC$387,767$2,015,222,595$2,015,222,595
    189ASSET MANAGEMENT GROUP LTD$1,044,060$502,192,860$502,192,860
    190ASSET MANAGEMENT RESOURCES, LLC$275,715$223,178,622$17,245,238$240,423,860
    191ASSET MANAGEMENT STRATEGIES, INC.$96,421$157,456,068$157,456,068
    192ASSET PLANNING CORPORATION$402,173$320,342,120$6,222,719$326,564,839
    193ASSET PLANNING SERVICES INC$531,519$267,103,377$46,493,118$313,596,495
    194ASSET PLANNING, INC$1,194,374$445,513,644$1,182,163$446,695,807
    195ASSET STRATEGIES, INC.$908,993$130,705,230$6,552,776$137,258,006
    196ASSETGRADE, LLC$338,954$201,096,694$581,186$201,677,880
    197ATEGRA CAPITAL MANAGEMENT, LLC$1,951,235$294,581,398$33,226,132$327,807,530
    198ATLANTIC PRIVATE WEALTH, LLC$604,340$645,613,191$5,260,509$650,873,700
    199ATLAS BROWN$445,191$438,238,436$10,959,553$449,197,989
    200ATLAS CAPITAL ADVISORS LLC$1,865,209$894,800,000$43,400,000$938,200,000
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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.