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
217 Capital Partners, LLC$1,111,633$141,177,415$141,177,415
31776 Wealth LLC$734,780$239,538,315$239,538,315
444 Wealth Management LLC$347,626$363,964,862$363,964,862
546 Peaks LLC$666,256$163,899,000$163,899,000
65C Capital Management, LLC$320,966$330,267,648$23,757,562$354,025,210
75T Wealth, LLC$679,914$213,025,059$467,989$213,493,048
8A. N. Culbertson & Company, Inc.$605,482$485,997,000$9,893,000$495,890,000
9A.G. Campbell Advisory, LLC$4,932,177$77,874,581$257,513,465$335,388,046
10Abacus Planning Group, Inc.$599,296$1,452,693,162$1,452,693,162
11Abacus Wealth Partners, LLC$620,391$3,512,857,000$236,788,000$3,749,645,000
12Abbot Financial Management, Inc$494,183$212,992,975$212,992,975
13Abbrea Capital, LLC$1,404,654$830,709,581$148,334,413$979,043,994
14Aberdeen Wealth Management LLC$1,133,259$487,361,186$18,072,360$505,433,546
15Abound Wealth Management, LLC$269,275$474,884,231$26,505,345$501,389,576
16Absher Wealth Management, LLC$425,599$558,833,039$50,199,694$609,032,733
17ACap Asset Management, Inc.$124,925$113,833,411$23,084,708$136,918,119
18Access Investment Advisors Inc$330,250$167,106,686$167,106,686
19Accredited Investors Inc$651,689$2,545,432,965$130,400,589$2,675,833,554
20Accretive Wealth Management, LLC$681,829$129,883,579$20,118,760$150,002,339
21Accretive Wealth Partners, LLC$572,155$189,615,961$3,200,355$192,816,316
22ACCURATE WEALTH MANAGEMENT, LLC$91,284$155,000,000$155,000,000
23Acima Private Wealth LLC$4,677,754$252,598,698$252,598,698
24Ackerman Capital Advisors, LLC$918,020$434,278,331$30,239,912$464,518,243
25ACPM Wealth Management For Individuals, LLC$426,801$563,377,248$563,377,248
26Acropolis Investment Management, L.L.C.$487,098$1,600,751,093$53,433,029$1,654,184,122
27Action Point Financial Planning, LLC$176,751$170,200,000$3,900,000$174,100,000
28Acumen Wealth Advisors, LLC$1,569,151$237,396,740$38,773,793$276,170,533
29Adams Wealth Management LLC$258,879$322,045,162$322,045,162
30ADAPTIVE FINANCIAL CONSULTING, LLC$578,227$138,202,121$1,150,502$139,352,623
31ADC Wealth Management, LLC$623,500$143,405,000$143,405,000
32Adcm, LLC$347,389$130,618,137$130,618,137
33Addis & Hill, Incorporated$313,565$111,315,633$111,315,633
34Addison Advisors LLC$341,231$192,693,505$4,538,265$197,231,770
35Adell Harriman & Carpenter Inc$575,797$1,032,403,916$1,032,403,916
36Adkins Seale Capital Management LLC$800,412$280,325,061$23,031,067$303,356,128
37Advantage Capital Advisors, LLC$304,241$131,736,302$131,736,302
38Adviceperiod, LLC$924,862$4,387,303,464$71,457,070$4,458,760,534
39Adviser Investments LLC$607,534$6,541,316,035$6,541,316,035
40Advisors Financial, Inc.$353,314$233,540,286$233,540,286
41ADVISORY PARTNERS, LLC$1,181,585$207,958,889$207,958,889
42Aegis Wealth Management LLC$1,466,103$637,754,732$637,754,732
43AEM Asset Management, LLC$2,841,691$130,717,795$130,717,795
44Aequitas Investment Advisors, LLC$568,099$653,881,992$653,881,992
45AEQUITAS WEALTH MANAGEMENT, LLC$425,399$263,322,000$263,322,000
46Aevitas Wealth Management, Inc.$391,567$486,684,864$14,912,568$501,597,432
47AF Advisors, Inc.$1,665,573$214,469,264$389,641$214,858,905
48AFFILIATED PRIVATE INVESTORS LLC$22,421,314$672,639,433$672,639,433
49Affinity Wealth Management LLC$335,364$517,251,776$58,233,397$575,485,173
50AFS Financial Group, LLC$502,990$410,942,482$410,942,482
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Showing 1 to 50 of 2,412 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 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.