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 |
|---|---|---|---|---|---|
| 151 | Ashfield Capital Partners, LLC | $2,412,430 | $1,483,644,160 | — | $1,483,644,160 |
| 152 | Ashford Advisors, LLC | $2,830,084 | $438,983,495 | $200,615,498 | $639,598,993 |
| 153 | Aspen Capital Management | $785,038 | — | $785,038,007 | $785,038,007 |
| 154 | Aspen Private Advisors, LLC | $338,358 | $132,298,137 | — | $132,298,137 |
| 155 | Aspen Wealth Strategies, LLC | $225,630 | $173,120,073 | $10,994,139 | $184,114,212 |
| 156 | Aspire Planning Associates, Inc. | $310,162 | $123,444,466 | — | $123,444,466 |
| 157 | Aspiriant, LLC | $1,521,802 | $11,518,574,000 | $2,386,135,000 | $13,904,709,000 |
| 158 | Asset Advisory Group Inc | $417,609 | $332,575,930 | $16,127,264 | $348,703,194 |
| 159 | ASSET ADVISORY GROUP INC | $617,409 | $17,221,630 | $289,013,476 | $306,235,106 |
| 160 | Asset Dedication, LLC | $908,970 | $1,437,081,527 | — | $1,437,081,527 |
| 161 | Asset Management Resources, LLC | $254,777 | $180,265,869 | $14,384,015 | $194,649,884 |
| 162 | ASSET PLANNING & MANAGEMENT, INC. | $1,465,827 | $117,266,150 | — | $117,266,150 |
| 163 | Asset Planning Corporation | $340,003 | $258,226,305 | $5,275,672 | $263,501,977 |
| 164 | Asset Planning Services Inc | $459,317 | $239,957,660 | $39,307,260 | $279,264,920 |
| 165 | Asset Planning Services Ltd. | $649,881 | $811,180,307 | $4,420,676 | $815,600,983 |
| 166 | Asset Planning, Inc | $1,077,588 | $376,207,369 | $948,523 | $377,155,892 |
| 167 | Asset Strategies, Inc. | $894,848 | $132,399,752 | $1,827,410 | $134,227,162 |
| 168 | Assetgrade, LLC | $300,333 | $160,620,386 | $658,274 | $161,278,660 |
| 169 | Association Financial Services Inc. | $304,546 | — | $493,363,966 | $493,363,966 |
| 170 | ASTON CAPITAL MANAGEMENT | $35,957,045 | $95,690,038 | $263,880,409 | $359,570,447 |
| 171 | Ategra Capital Management, LLC | $1,403,361 | $207,378,295 | $29,789,699 | $237,167,994 |
| 172 | ATHENA CAPITAL ADVISORS LLC | $14,277,853 | $5,678,956,725 | $574,742,954 | $6,253,699,679 |
| 173 | Atlas Brown, Inc. | $439,845 | $414,767,948 | $7,043,184 | $421,811,132 |
| 174 | Atlas Capital Advisors LLC | $1,807,595 | $707,000,000 | $7,000,000 | $714,000,000 |
| 175 | Aton Financial LLC | $906,858 | $198,311,000 | $70,119,000 | $268,430,000 |
| 176 | Atticus Wealth Management, LLC | $546,227 | $257,290,162 | $28,932,566 | $286,222,728 |
| 177 | Atwater Malick, LLC | $416,919 | $311,021,341 | — | $311,021,341 |
| 178 | Atwater Wealth Management, Inc. | $556,017 | $144,506,152 | $3,394,492 | $147,900,644 |
| 179 | Auctus Advisors LLC | $548,384 | $263,115,315 | $657,297 | $263,772,612 |
| 180 | Aufman Associates Inc | $3,473,100 | $764,081,967 | — | $764,081,967 |
| 181 | Aurora Investment Counsel | $1,192,401 | $166,373,620 | $2,947,273 | $169,320,893 |
| 182 | Austin Asset Management Co | $615,480 | $1,162,227,195 | $14,571,243 | $1,176,798,438 |
| 183 | Autumn Lane Advisors, LLC | $1,521,181 | $306,560,000 | $323,209,000 | $629,769,000 |
| 184 | Autus Asset Management, LLC | $551,291 | $1,244,816,007 | — | $1,244,816,007 |
| 185 | Auxano Advisors, LLC | $628,301 | $768,343,200 | $139,551,200 | $907,894,400 |
| 186 | Avalan, LLC | $587,016 | $265,343,071 | $10,554,513 | $275,897,584 |
| 187 | Avalon Advisory Group LLC | $535,063 | $205,202,291 | $15,243,706 | $220,445,997 |
| 188 | Avestar Capital, LLC | $803,975 | $703,478,380 | — | $703,478,380 |
| 189 | Aviance Capital Partners LLC | $914,569 | $557,497,035 | $390,028 | $557,887,063 |
| 190 | Avion Wealth, LLC | $319,724 | $500,687,553 | — | $500,687,553 |
| 191 | Avitas Wealth Management, LLC | $1,502,576 | $897,037,916 | — | $897,037,916 |
| 192 | Avl/Wealthcare, LLC | $395,181 | $111,441,024 | — | $111,441,024 |
| 193 | Axiom Advisory, LLC | $269,005 | $150,249,438 | $124,155 | $150,373,593 |
| 194 | Azzad Asset Management, Inc. | $361,021 | $1,056,128,038 | $7,439,550 | $1,063,567,588 |
| 195 | B, B, H, & B Inc. | $258,540 | $233,720,210 | — | $233,720,210 |
| 196 | Badgley, Phelps And Bell, Inc. | $1,970,268 | $3,556,880,932 | $261,498,866 | $3,818,379,798 |
| 197 | Bailard, Inc. | $1,784,958 | $3,433,947,041 | $12,806,855 | $3,446,753,896 |
| 198 | Baker Avenue Asset Management, Lp | $1,195,654 | $1,735,769,482 | $304,017,019 | $2,039,786,501 |
| 199 | BAKER ELLIS ASSET MANAGEMENT LLC | $1,091,173 | $590,324,664 | — | $590,324,664 |
| 200 | Balasa Dinverno Foltz LLC | $923,663 | $5,366,480,585 | — | $5,366,480,585 |
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.
