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
15T WEALTH, LLC$667,238$207,356,158$154,878$207,511,036
2ABACUS WEALTH PARTNERS$477,851$2,336,506,167$389,158,391$2,725,664,558
3ABBREA CAPITAL, LLC$1,232,347$716,789,770$105,185,764$821,975,534
4ACCRETIVE WEALTH MANAGEMENT, LLC$632,653$109,000,000$15,000,000$124,000,000
5ADAMS ASHBY FINANCIAL ADVISORS$1,377,530$165,303,593$165,303,593
6ADVANTAGE CAPITAL ADVISORS, LLC$278,903$107,377,534$107,377,534
7ADVICEPERIOD, LLC$961,391$3,466,237,641$1,498,037$3,467,735,678
8AEQUITAS WEALTH MANAGEMENT, LLC$425,399$263,322,000$263,322,000
9AFFINITY CAPITAL ADVISORS LLC$271,136$248,782,252$32,114,445$280,896,697
10AG ASSET ADVISORY, LLC$1,998,392$293,763,570$293,763,570
11ALAMAR CAPITAL MANAGEMENT, LLC$761,332$116,483,726$116,483,726
12ALETHEA CAPITAL MANAGEMENT, LLC$2,728,637$300,150,085$300,150,085
13ALIGN IMPACT, LLC$8,520,408$119,285,708$119,285,708
14ALJIAN CAPITAL MANAGEMENT$304,170$183,797,669$3,266,641$187,064,310
15ALLSTREET CAPITAL LLC$1,076,923$140,000,000$140,000,000
16ALPHACORE CAPITAL LLC$295,581$420,723,808$2,252,479$422,976,287
17ALTAMONT WEALTH MANAGEMENT, INC.$2,018,636$159,472,253$159,472,253
18AMERICAN MONEY MANAGEMENT, LLC$268,957$310,273,701$6,557,781$316,831,482
19ANGELES WEALTH MANAGEMENT, LLC$4,474,328$457,956,344$25,271,028$483,227,372
20ANODOS ADVISORS, LLC$3,476,768$719,691,000$719,691,000
21APRIEM ADVISORS$382,587$756,244,522$3,955,170$760,199,692
22ARIADNE WEALTH MANAGEMENT, LP$832,292$263,478,000$7,017,000$270,495,000
23ARISTON SERVICES GROUP, LLC$1,822,203$399,957,177$17,327,214$417,284,391
24ASHFIELD CAPITAL PARTNERS$2,080,609$1,208,833,649$1,208,833,649
25ASPIRE PLANNING ASSOCIATES, INC.$290,372$110,922,151$110,922,151
26ASPIRIANT, LLC$1,447,224$10,639,610,000$2,119,121,000$12,758,731,000
27ASSET DEDICATION, LLC$24,793$1,235,044,177$1,235,044,177
28ASSET PLANNING, INC$956,884$324,345,521$995,108$325,340,629
29ATLAS CAPITAL ADVISORS LLC$1,936,986$658,000,000$49,000,000$707,000,000
30AVALAN, LLC$538,555$210,391,000$23,342,000$233,733,000
31AVITAS WEALTH MANAGEMENT, LLC$1,436,802$771,562,639$771,562,639
32AWM GLOBAL ADVISORS$363,941$136,842,000$136,842,000
33AXIOM ADVISORY, LLC$238,636$110,011,213$110,011,213
34BAILARD, INC.$1,784,958$3,433,947,041$12,806,855$3,446,753,896
35BAKER & ASSOCIATES$404,406$162,726,562$24,917,745$187,644,307
36BAKERAVENUE$1,027,355$1,525,649,220$210,580,936$1,736,230,156
37BALL & COMPANY$1,143,441$165,798,908$165,798,908
38BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.$405,397$514,889,068$6,045,887$520,934,955
39BELL & BROWN WEALTH ADVISORS, LLC$651,587$222,752,672$2,696,495$225,449,167
40BELL INVESTMENT ADVISORS INC$516,489$476,690,591$49,611,638$526,302,229
41BENNICAS & ASSOCIATES, INC.$1,693,699$211,712,328$211,712,328
42BENNINGFIELD FINANCIAL ADVISORS, LLC$582,979$156,821,480$156,821,480
43BERKSON ASSET MANAGEMENT, INC.$1,166,619$26,069,136$161,756,602$187,825,738
44BETA WEALTH GROUP, INC$826,613$307,500,000$307,500,000
45BLANKINSHIP & FOSTER, LLC$690,905$602,469,568$602,469,568
46BLUE SUMMIT WEALTH MANAGEMENT$243,045$116,904,690$116,904,690
47BLUE ZONE WEALTH ADVISORS, LLC$1,185,325$228,767,721$228,767,721
48BLUME CAPITAL MANAGEMENT, INC.$544,820$419,511,518$419,511,518
49BOLTWOOD CAPITAL MANAGEMENT$696,498$172,639,074$35,613,928$208,253,002
50BOURKE WEALTH MANAGEMENT$410,876$103,965,028$808,458$104,773,486
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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 Data.

Reprints: For reprints of these rankings, please contact Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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) nor one who is an insurance company or agency.

Database last updated on June, 2020.