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 | 1 North Wealth Services, LLC | $372,067 | $245,564,288 | — | $245,564,288 |
| 2 | 17 Capital Partners, LLC | $1,111,633 | $141,177,415 | — | $141,177,415 |
| 3 | 1776 Wealth LLC | $734,780 | $239,538,315 | — | $239,538,315 |
| 4 | 44 Wealth Management LLC | $347,626 | $363,964,862 | — | $363,964,862 |
| 5 | 46 Peaks LLC | $666,256 | $163,899,000 | — | $163,899,000 |
| 6 | 5C Capital Management, LLC | $320,966 | $330,267,648 | $23,757,562 | $354,025,210 |
| 7 | 5T Wealth, LLC | $679,914 | $213,025,059 | $467,989 | $213,493,048 |
| 8 | A. N. Culbertson & Company, Inc. | $605,482 | $485,997,000 | $9,893,000 | $495,890,000 |
| 9 | A.G. Campbell Advisory, LLC | $4,932,177 | $77,874,581 | $257,513,465 | $335,388,046 |
| 10 | Abacus Planning Group, Inc. | $599,296 | $1,452,693,162 | — | $1,452,693,162 |
| 11 | Abacus Wealth Partners, LLC | $620,391 | $3,512,857,000 | $236,788,000 | $3,749,645,000 |
| 12 | Abbot Financial Management, Inc | $494,183 | $212,992,975 | — | $212,992,975 |
| 13 | Abbrea Capital, LLC | $1,404,654 | $830,709,581 | $148,334,413 | $979,043,994 |
| 14 | Aberdeen Wealth Management LLC | $1,133,259 | $487,361,186 | $18,072,360 | $505,433,546 |
| 15 | Abound Wealth Management, LLC | $269,275 | $474,884,231 | $26,505,345 | $501,389,576 |
| 16 | Absher Wealth Management, LLC | $425,599 | $558,833,039 | $50,199,694 | $609,032,733 |
| 17 | ACap Asset Management, Inc. | $124,925 | $113,833,411 | $23,084,708 | $136,918,119 |
| 18 | Access Investment Advisors Inc | $330,250 | $167,106,686 | — | $167,106,686 |
| 19 | Accredited Investors Inc | $651,689 | $2,545,432,965 | $130,400,589 | $2,675,833,554 |
| 20 | Accretive Wealth Management, LLC | $681,829 | $129,883,579 | $20,118,760 | $150,002,339 |
| 21 | Accretive Wealth Partners, LLC | $572,155 | $189,615,961 | $3,200,355 | $192,816,316 |
| 22 | ACCURATE WEALTH MANAGEMENT, LLC | $91,284 | $155,000,000 | — | $155,000,000 |
| 23 | Acima Private Wealth LLC | $4,677,754 | $252,598,698 | — | $252,598,698 |
| 24 | Ackerman Capital Advisors, LLC | $918,020 | $434,278,331 | $30,239,912 | $464,518,243 |
| 25 | ACPM Wealth Management For Individuals, LLC | $426,801 | $563,377,248 | — | $563,377,248 |
| 26 | Acropolis Investment Management, L.L.C. | $487,098 | $1,600,751,093 | $53,433,029 | $1,654,184,122 |
| 27 | Action Point Financial Planning, LLC | $176,751 | $170,200,000 | $3,900,000 | $174,100,000 |
| 28 | Acumen Wealth Advisors, LLC | $1,569,151 | $237,396,740 | $38,773,793 | $276,170,533 |
| 29 | Adams Wealth Management LLC | $258,879 | $322,045,162 | — | $322,045,162 |
| 30 | ADAPTIVE FINANCIAL CONSULTING, LLC | $578,227 | $138,202,121 | $1,150,502 | $139,352,623 |
| 31 | ADC Wealth Management, LLC | $623,500 | — | $143,405,000 | $143,405,000 |
| 32 | Adcm, LLC | $347,389 | $130,618,137 | — | $130,618,137 |
| 33 | Addis & Hill, Incorporated | $313,565 | $111,315,633 | — | $111,315,633 |
| 34 | Addison Advisors LLC | $341,231 | $192,693,505 | $4,538,265 | $197,231,770 |
| 35 | Adell Harriman & Carpenter Inc | $575,797 | $1,032,403,916 | — | $1,032,403,916 |
| 36 | Adkins Seale Capital Management LLC | $800,412 | $280,325,061 | $23,031,067 | $303,356,128 |
| 37 | Advantage Capital Advisors, LLC | $304,241 | $131,736,302 | — | $131,736,302 |
| 38 | Adviceperiod, LLC | $924,862 | $4,387,303,464 | $71,457,070 | $4,458,760,534 |
| 39 | Adviser Investments LLC | $607,534 | $6,541,316,035 | — | $6,541,316,035 |
| 40 | Advisors Financial, Inc. | $353,314 | $233,540,286 | — | $233,540,286 |
| 41 | ADVISORY PARTNERS, LLC | $1,181,585 | $207,958,889 | — | $207,958,889 |
| 42 | Aegis Wealth Management LLC | $1,466,103 | $637,754,732 | — | $637,754,732 |
| 43 | AEM Asset Management, LLC | $2,841,691 | $130,717,795 | — | $130,717,795 |
| 44 | Aequitas Investment Advisors, LLC | $568,099 | — | $653,881,992 | $653,881,992 |
| 45 | AEQUITAS WEALTH MANAGEMENT, LLC | $425,399 | $263,322,000 | — | $263,322,000 |
| 46 | Aevitas Wealth Management, Inc. | $391,567 | $486,684,864 | $14,912,568 | $501,597,432 |
| 47 | AF Advisors, Inc. | $1,665,573 | $214,469,264 | $389,641 | $214,858,905 |
| 48 | AFFILIATED PRIVATE INVESTORS LLC | $22,421,314 | $672,639,433 | — | $672,639,433 |
| 49 | Affinity Wealth Management LLC | $335,364 | $517,251,776 | $58,233,397 | $575,485,173 |
| 50 | AFS Financial Group, LLC | $502,990 | $410,942,482 | — | $410,942,482 |
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.
