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


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
13D Asset Management, Inc.$353,126$532,866,398$532,866,398
293 Financial Group, Llc$170,875$335,427,440$335,427,440
3AE Wealth Management, LLC$111,906$5,526,239,350$5,526,239,350
4Alaska Permanent Capital Management Co$18,248,231$2,412,922,640$123,581,467$2,536,504,107
5Allred Capital Management, Llc$324,155$270,491,000$15,738,000$286,229,000
6Alpha & Omega$5,005$495,145,827$12,274,025$507,419,852
7Anchor Capital$4,719,136$415,283,993$415,283,993
8Appleton Partners,Inc.$1,673,906$10,189,067,277$10,189,067,277
9Arbor Capital Management Inc$285,714$160,500,000$3,500,000$164,000,000
10Arin Risk Advisors Llc$7,000,000$126,000,000$126,000,000
11Artifex Financial Group, Llc$138,788$121,717,155$121,717,155
12Avenir Private Advisors, Llc$207,036$130,432,689$130,432,689
13Barker Financial Group, Inc.$274,099$137,597,568$137,597,568
14Barnett & Co Inc$425,360$263,289,262$859,330$264,148,592
15Bayshore Capital Advisors, Llc$6,512,834$247,487,687$247,487,687
16Beirne Wealth Consulting Services, Llc$1,050,189$354,425,321$1,235,561,064$1,589,986,385
17Benemark, Inc$838,770$194,594,709$194,594,709
18Big Investment Services$122,841$113,273,596$11,164,301$124,437,897
19Brookfield Investment Partners, Llc$17,073,427$648,790,222$648,790,222
20Buckhead Capital Management, Llc$7,202,969$864,661,760$122,144,946$986,806,706
21Bull Street Advisors$1,446,436$163,447,289$163,447,289
22Cabana Asset Management$89,586$777,233,641$95,605,880$872,839,521
23Cambria Investment Management, L.P.$1,483,578$921,301,999$921,301,999
24Cambridge Associates Ltd Llc$263,854,570$2,374,691,130$2,374,691,130
25Capital Square, Llc$457,509$234,326,076$833,374$235,159,450
26Carlson Financial$39,891$145,737,532$542,879$146,280,411
27Castle Wealth Management$415,666$273,543,250$34,465,596$308,008,846
28Castlekeep Investment Advisors$3,071,209$67,471,794$469,989,865$537,461,659
29Cedarstone Advisors$747,566$124,326,852$516,637$124,843,489
30Chadds Ford Wealth Partners, Llc$4,337,741$2,221,420$336,122,381$338,343,801
31Charles Pratt & Company, L.L.C.$953,162$478,346,485$139,302,720$617,649,205
32Chevy Chase Trust Company$7,193,129$27,686,353,937$27,686,353,937
33Clear Creek Financial Management, Llc$148,110$257,414,816$257,414,816
34Compass Financial Group, Inc$110,843$435,000,000$25,000,000$460,000,000
35Conifer Investments Ltd$12,696,576$35,602,172$218,329,341$253,931,513
36Cornerstone Management, Inc.$606,992$897,141,029$1,207,263$898,348,292
37Corrigan Financial Inc$722,932$732,132,000$3,813,000$735,945,000
38Covered Bridge Advisors, Llc$209,488$97,330,290$4,899,723$102,230,013
39Cutter Financial Group Llc$142,358$118,411,885$2,734,764$121,146,649
40Darrow Wealth Management$470,962$165,778,471$165,778,471
41Dean Investments$1,531,454$794,824,537$794,824,537
42Dickmeyer Boyce Financial Management, Inc$183,649$177,221,677$177,221,677
43Dividend Assets Capital, Llc$740,484$713,000,435$4,528,447$717,528,882
44Econ Wealth Management$123,249$112,896,342$112,896,342
45Efficient Advisors$178,997$1,075,054,158$1,075,054,158
46Entrust Financial Llc$203,405$126,484,271$9,796,851$136,281,122
47Epsilon Financial Group, Inc.$821,607$329,464,469$329,464,469
48Equitas Capital Advisors,Llc$7,292,939$84,725,088$250,750,120$335,475,208
49Essex Llc$219,301$243,845,538$41,465,245$285,310,783
50Finaccess Advisors$31,711,405$4,185,905,500$4,185,905,500
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Showing 1 to 50 of 141 entries

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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 Laura Picariello.

*Methodology: InvestmentNews qualified 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. 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) not one who is an insurance company or agency.

Database last updated on January 15, 2020.