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
1&WEALTH PARTNERS$1,151,718$104,044,440$147,030,147$251,074,587
21 NORTH WEALTH SERVICES, LLC$323,569$198,671,581$198,671,581
31620 INVESTMENT ADVISORS, INC.$334,629$132,215,698$3,308,906$135,524,604
41776 WEALTH LLC$431,707$177,000,000$177,000,000
5180 WEALTH ADVISORS, LLC$285,714$335,097,710$142,902,290$478,000,000
646 PEAKS INVESTMENT ADVISORY GROUP$405,913$98,631,225$4,064,673$102,695,898
75C CAPITAL MANAGEMENT, LLC$293,761$299,597,471$13,257,931$312,855,402
85T WEALTH, LLC$667,238$207,356,158$154,878$207,511,036
9A. N. CULBERTSON & COMPANY, INC.$553,578$453,656,000$9,689,000$463,345,000
10A.G. CAMPBELL ADVISORY, LLC$5,749,030$70,049,432$269,143,341$339,192,773
11ABACUS PLANNING GROUP, INC.$223,462$1,287,141,330$1,287,141,330
12ABACUS WEALTH PARTNERS$477,851$2,336,506,167$389,158,391$2,725,664,558
13ABBOT FINANCIAL MANAGEMENT, INC$494,183$212,992,975$212,992,975
14ABBREA CAPITAL, LLC$1,232,347$716,789,770$105,185,764$821,975,534
15ABERDEEN WEALTH MANAGEMENT LLC$985,778$427,645,999$16,939,871$444,585,870
16ABOUND WEALTH MANAGEMENT, LLC$237,095$311,910,280$22,156,334$334,066,614
17ABSHER WEALTH MANAGEMENT, LLC$376,282$446,763,275$45,413,843$492,177,118
18ACCESS INVESTMENT ADVISORS INC$623,988$149,133,027$149,133,027
19ACCREDITED INVESTORS WEALTH MANAGEMENT$580,037$2,209,844,931$87,681,787$2,297,526,718
20ACCRETIVE WEALTH MANAGEMENT, LLC$632,653$109,000,000$15,000,000$124,000,000
21ACCRETIVE WEALTH PARTNERS, LLC$491,914$115,291,688$3,259,496$118,551,184
22ACCRUENT WEALTH ADVISORS$202,966$17,489,841$90,081,993$107,571,834
23ACCURATE WEALTH MANAGEMENT, LLC$91,284$155,000,000$155,000,000
24ACIMA PRIVATE WEALTH LLC$2,848,370$210,779,368$210,779,368
25ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.$499,696$1,420,619,854$24,000,154$1,444,620,008
26ACUMEN WEALTH ADVISORS, LLC$1,477,716$194,030,636$37,970,782$232,001,418
27ADAMS ASHBY FINANCIAL ADVISORS$1,377,530$165,303,593$165,303,593
28ADAMS WEALTH ADVISORS$227,531$280,090,662$280,090,662
29ADAPTIVE FINANCIAL CONSULTING, LLC$578,227$138,202,121$1,150,502$139,352,623
30ADC WEALTH MANAGEMENT, LLC$593,107$139,973,229$139,973,229
31ADDIS & HILL, INCORPORATED$295,374$102,790,239$102,790,239
32ADELL HARRIMAN & CARPENTER$542,804$921,138,152$921,138,152
33ADKINS SEALE CAPITAL MANAGEMENT LLC$784,742$256,155,349$22,428,156$278,583,505
34ADVANTAGE CAPITAL ADVISORS, LLC$278,903$107,377,534$107,377,534
35ADVICEPERIOD, LLC$961,391$3,466,237,641$1,498,037$3,467,735,678
36ADVISER INVESTMENTS$546,445$5,836,032,941$5,836,032,941
37ADVISORS FINANCIAL, INC.$350,752$212,906,479$212,906,479
38ADVISORY PARTNERS, LLC$1,181,585$207,958,889$207,958,889
39AEGIS WEALTH MANAGEMENT LLC$1,106,470$521,147,281$521,147,281
40AEQUITAS INVESTMENT ADVISORS, LLC$563,021$623,827,690$623,827,690
41AEQUITAS WEALTH MANAGEMENT, LLC$425,399$263,322,000$263,322,000
42AEVITAS WEALTH MANAGEMENT, INC.$327,868$453,635,883$11,937,003$465,572,886
43AFFILIATED PRIVATE INVESTORS LLC$22,421,314$672,639,433$672,639,433
44AFFINITY CAPITAL ADVISORS LLC$271,136$248,782,252$32,114,445$280,896,697
45AFS FINANCIAL GROUP, LLC$311,291$310,668,693$310,668,693
46AG ASSET ADVISORY, LLC$1,998,392$293,763,570$293,763,570
47AGATE PASS INVESTMENT, LLC$653,946$156,292,987$156,292,987
48AGILI, P.C.$478,997$760,646,620$760,646,620
49AJ WEALTH$1,692,922$1,209,000,000$274,000,000$1,483,000,000
50ALAMAR CAPITAL MANAGEMENT, LLC$761,332$116,483,726$116,483,726
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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 Sabrina Straub.

*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.