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
101American Money Management, LLC$319,241$382,450,072$10,535,248$392,985,320
102Amicus Financial Advisors, LLC$261,563$288,340,568$1,470,914$289,811,482
103Amore Ambro, LLC$651,797$87,496,000$76,105,164$163,601,164
104Amussen, Hunsaker & Associates, LLC$209,948$368,038,169$368,038,169
105And Wealth Partners, LLC$1,257,567$132,780,696$162,747,576$295,528,272
106Andersen Tax LLC$7,082,824$2,592,313,522$2,592,313,522
107Andesa Financial Management, Inc.$498,691$306,824,605$30,290,346$337,114,951
108Angeles Wealth Management, LLC$6,430,144$834,292,391$65,927,786$900,220,177
109Annapolis Financial Services, LLC$521,313$536,819,568$654,350$537,473,918
110Anodos Advisors, LLC$4,641,041$914,285,000$914,285,000
111Anson Capital, Inc.$367,158$131,020,181$37,138,018$168,158,199
112Antares Wealth Management, LLC$1,288,882$109,095,970$8,192,270$117,288,240
113Antonetti Capital Management, LLC$442,318$124,066,808$22,340,344$146,407,152
114AP Wealth Management, LLC$748,224$169,936,194$4,399,986$174,336,180
115Apella Capital, LLC$338,976$1,662,000,000$1,662,000,000
116Applied Capital LLC$138,390$265,088,690$4,909,657$269,998,347
117Apriem Advisors$433,841$870,743,718$5,181,319$875,925,037
118Aquire Wealth Advisors, LLC$167,054$242,728,985$242,728,985
119Arbor Capital Management Inc$332,756$256,532,193$7,010,541$263,542,734
120Arbor Investment Advisors, LLC$720,959$728,731,460$15,298,339$744,029,799
121Arbor Wealth Advisors LLC$1,740,693$431,929,147$3,244,222$435,173,369
122Arbor Wealth Management, LLC$361,867$360,057,566$360,057,566
123Arcadia Wealth Management, Inc.$274,172$194,356,049$2,773,518$197,129,567
124Archer Investment Management, LLC$218,991$125,481,719$125,481,719
125Archer Pointe Wealth Management, LLC$505,914$101,224,728$11,088,234$112,312,962
126Archetype Advisors, LLC$195,479$100,085,333$100,085,333
127Archetype Wealth Partners, LLC$647,076$485,954,348$485,954,348
128Archvest Wealth Advisors, Inc.$586,073$128,350,000$128,350,000
129ARGENT WEALTH MANAGEMENT, LLC$923,664$1,653,948,483$140,730,753$1,794,679,236
130Argos Capital Partners, LLC$2,171,248$202,908,032$1,082,471,049$1,285,379,081
131Ariadne Wealth Management, Lp$959,059$278,104,900$8,653,621$286,758,521
132Aries Wealth Management, LLC$1,060,051$291,513,905$291,513,905
133Arista Advisory Group, LLC$240,461$180,360,194$947,451$181,307,645
134Arista Wealth Advisors, Ltd$411,121$229,405,735$229,405,735
135Ariston Services Group, LLC$1,927,293$405,896,922$21,962,163$427,859,085
136Arjuna Capital, LLC$905,180$296,898,901$296,898,901
137ARK & TLK Investments, LLC$398,968$287,200,425$23,595,524$310,795,949
138Arkfeld Wealth Strategies, L.L.C.$202,696$221,017,900$49,175,600$270,193,500
139Arlington Capital Management, Inc.$222,778$116,958,262$116,958,262
140Arlington Partners LLC$6,813,442$2,315,286,033$2,999,199,006$5,314,485,039
141Armbruster Capital Management, Inc.$1,588,966$476,138,927$45,042,017$521,180,944
142Armor Investment Advisors, LLC$558,565$287,661,009$287,661,009
143Armory Capital Management, LLC$389,477$82,658,413$18,216,111$100,874,524
144ARQ Wealth Advisors, LLC$358,859$344,199,120$3,534,925$347,734,045
145ARS Wealth Advisors, LLC$445,219$696,081,081$8,255,451$704,336,532
146Artemis Financial Advisors LLC$1,002,010$218,438,271$218,438,271
147Arthur M. Cohen & Associates LLC$1,134,323$891,578,096$891,578,096
148Artifex Financial Group, LLC$192,741$153,614,273$153,614,273
149Ascent Capital Management, LLC$404,553$328,944,907$6,429,798$335,374,705
150Ascent Wealth Partners, LLC$597,800$853,248,091$42,854,559$896,102,650
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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.