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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
201Baldrige Asset Management LLC$616,708$529,266,825$45,504,761$574,771,586
202BALDWIN & ASSOCIATES$280,842$154,744,210$154,744,210
203Baldwin Investment Management, LLC$908,577$627,573,609$378,221,196$1,005,794,805
204Balentine LLC$1,222,401$3,162,347,785$185,808,825$3,348,156,610
205Ball & Company$379,252$165,733,320$165,733,320
206Ballast Capital Advisors LLC$2,098,727$220,366,374$220,366,374
207Ballast Financial Advisors, LLC$233,317$4,066,557$117,025,145$121,091,702
208Ballentine Partners, LLC$1,856,062$6,390,275,738$2,283,104,268$8,673,380,006
209Baltimore-Washington Financial Advisors, Inc.$524,704$1,205,884,388$32,417,924$1,238,302,312
210Banta Asset Management Lp$633,914$168,621,099$168,621,099
211Banyan Global Investment Advisors, LLC$1,021,225$180,756,785$180,756,785
212Barker Financial Group, Inc.$349,835$194,699,776$1,208,009$195,907,785
213Barker Wealth Management, LLC$642,060$110,434,260$110,434,260
214Barnstone Advisors LLC$1,305,353$168,390,482$168,390,482
215Baron Financial Group LLC$350,760$284,432,608$4,242,930$288,675,538
216Baron Wealth Management, LLC$935,067$428,570,306$7,171,011$435,741,317
217Barrett Asset Management, LLC$2,691,245$2,213,910,935$302,403,469$2,516,314,404
218Barry Investment Advisors, LLC$463,727$573,155,610$93,683,638$666,839,248
219Basepoint Wealth, LLC$152,293$327,379,504$5,076,745$332,456,249
220Bason Asset Management LLC$686,874$432,672,889$6,926,604$439,599,493
221BASS AND BELL, INC.$486,181$387,000,000$387,000,000
222Battery Global Advisors, LLC$29,578,571$1,146,000,000$1,338,600,000$2,484,600,000
223Bauerle Financial, Inc$199,129$95,761,933$6,988,778$102,750,711
224Baugh & Associates, LLC$480,595$197,520,697$3,663$197,524,360
225Baxter Brothers Inc.$1,863,512$706,270,884$706,270,884
226Bazis Young Investment Group, LLC$270,007$135,412,833$17,681,200$153,094,033
227BBR Partners, LLC$5,596,730$18,071,100,000$2,636,800,000$20,707,900,000
228BCGM Wealth Management, LLC$187,715$201,491,361$38,595,611$240,086,972
229BCK Partners, Inc.$316,253$154,963,891$154,963,891
230BCR Wealth Strategies, LLC$297,604$295,223,233$295,223,233
231Beacon Financial Advisors Ltd$522,439$286,273,293$5,247,514$291,520,807
232Beacon Financial Advisors, Inc.$457,852$142,071,361$10,393,340$152,464,701
233Beacon Financial Planning, Inc$290,996$207,479,961$207,479,961
234Beacon Financial Strategies Corp.$445,837$205,281,006$3,370,726$208,651,732
235Beacon Harbor Wealth Advisors, Inc.$337,439$341,457,423$16,227,819$357,685,242
236Beaird Harris Wealth Management, LLC$505,031$1,135,832,001$126,239,328$1,262,071,329
237Bear Mountain Capital Inc.$331,478$222,912,580$835,315$223,747,895
238Becker Capital Management Inc$2,562,018$3,574,014,983$3,574,014,983
239Beckerman Institutional, LLC$323,897$103,014,825$16,503,078$119,517,903
240Bedel Financial Consulting Inc$404,530$1,576,014,403$4,482,582$1,580,496,985
241BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.$405,397$514,889,068$6,045,887$520,934,955
242Beekman Wealth Advisory, LLC$73,571,429$515,000,000$515,000,000
243Beers Kight Financial Advisors, LLC$434,491$152,071,930$152,071,930
244Beese, Fulmer Investment Management, Inc.$1,121,334$1,082,087,361$1,082,087,361
245Bell & Brown Wealth Advisors, LLC$674,542$250,137,175$2,816,103$252,953,278
246Bell Investment Advisors Inc$525,448$500,472,899$55,450,927$555,923,826
247Belleair Asset Management, LLC$616,908$121,890,769$57,012,611$178,903,380
248Bellevue Asset Management, LLC$504,768$296,803,634$296,803,634
249Bellwether Investment Group, LLC$215,977$113,827,544$7,983,416$121,810,960
250Benchmark Capital Group Ltd.$323,007$108,804,014$2,956,530$111,760,544
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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.