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
51AG Asset Advisory, LLC$1,863,931$301,956,882$301,956,882
52Agate Pass Investment Management, LLC$707,015$180,288,735$180,288,735
53Agili, P.C.$510,732$884,588,280$884,588,280
54Ailsa Capital, Inc.$203,250$175,811,581$175,811,581
55AIRE Advisors, LLC$746,605$271,764,124$271,764,124
56AJ Wealth Strategies, LLC$1,921,698$1,534,000,000$503,000,000$2,037,000,000
57ALAMAR CAPITAL MANAGEMENT, LLC$761,332$116,483,726$116,483,726
58Albion Management Group$673,879$1,328,670,255$98,606,074$1,427,276,329
59Aldebaran Financial Inc$368,539$252,817,944$252,817,944
60Alder Financial Group Inc$539,234$133,098,356$3,327,870$136,426,226
61Alethea Capital Management, LLC$1,949,226$268,993,167$268,993,167
62Alex Green Investment Management LLC$1,212,216$206,076,774$206,076,774
63Alexander Randolph Advisory Inc$697,806$197,364,371$124,324,218$321,688,589
64Alhambra Investment Partners LLC$539,676$169,945,147$32,433,307$202,378,454
65Align Impact, LLC$7,812,692$164,066,530$164,066,530
66ALJIAN CAPITAL MANAGEMENT$304,170$183,797,669$3,266,641$187,064,310
67All Season Financial Advisors, Inc.$273,706$204,731,971$204,731,971
68All Star Financial Inc$291,896$424,417,300$424,417,300
69Allegiant Private Advisors, LLC$666,980$905,737,620$5,357,469$911,095,089
70Allgen Financial Advisors, Inc.$155,041$263,570,000$263,570,000
71Alliance Wealth Advisors, LLC$311,690$261,508,875$30,232,634$291,741,509
72Allied Investment Advisors LLC$821,729$492,818,466$2,683,838$495,502,304
73Allied Portfolio Management, Inc.$474,473$159,423,000$159,423,000
74Allium Financial Advisors, LLC$714,764$333,498,940$4,584,296$338,083,236
75Allodium Investment Consultants, LLC$587,465$340,141,956$340,141,956
76Allred Capital Management, LLC$403,224$340,465,128$13,969,090$354,434,218
77ALLSTREET CAPITAL LLC$1,076,923$140,000,000$140,000,000
78Alpha Advisors, LLC$419,120$139,147,786$139,147,786
79Alpha Capital Family Office, LLC$290,955$136,295,788$3,653,349$139,949,137
80Alpha Fiduciary, Inc.$471,275$132,545,076$354,529$132,899,605
81Alpha Financial Advisors, LLC$263,362$340,938,736$641,889$341,580,625
82ALPHA FINANCIAL ADVISORS, LLC$1,423,445$145,191,400$145,191,400
83Alpha Omega Group, Inc.$210,278$225,111,175$36,685,100$261,796,275
84Alpha Omega Wealth Management, LLC$948,169$834,419,858$341,310,229$1,175,730,087
85Alphacore Capital LLC$630,542$441,580,965$601,966,709$1,043,547,674
86Alphamark Advisors, LLC$390,210$371,090,114$371,090,114
87Alsari Wealth Management Global Advisors, LLC$349,854$120,000,000$120,000,000
88Altair Advisers, LLC$8,053,887$1,855,807,452$4,168,499,791$6,024,307,243
89Altamont Wealth Management, Inc.$2,053,091$172,459,625$172,459,625
90Altavista Wealth Management, Inc.$648,912$592,931,197$8,610,529$601,541,726
91Altfest L J & Co Inc$445,841$1,484,687,455$15,565,887$1,500,253,342
92Altrius Capital Management, Inc.$880,567$364,976,454$6,622,768$371,599,222
93Altus Wealth Management, LLC$588,398$217,707,262$217,707,262
94AM Investment Strategies, LLC$512,017$285,108,978$219,739,327$504,848,305
95Amara Financial, LLC$265,373$66,516,613$40,428,669$106,945,282
96AMDG Financial Advisory Services, LLC$214,971$211,961,082$211,961,082
97America First Investment Advisors LLC$719,101$388,314,405$388,314,405
98American Financial & Tax Strategies, Inc.$384,104$200,502,100$200,502,100
99American Financial Advisors Inc$439,769$635,027,053$635,027,053
100American Financial Advisors, LLC.$409,823$843,006,517$843,006,517
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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.