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