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 Wealth Advisors, Inc.$259,075$118,138,233$118,138,233
25T Wealth, Llc$498,904$176,445,268$9,147,063$185,592,331
3Advisors Management Group Inc$105,850$367,773,340$27,471,455$395,244,795
4Agile Capital Management, Llc. (Dba Personal Benefit Services)$296,228$101,310,106$101,310,106
5Ahc Advisors, Inc.$893,576$54,666,114$121,368,264$176,034,378
6Alesco Advisors Llc$2,918,846$3,368,348,349$3,368,348,349
7Allen Capital Group, LLC$110,970$510,240,808$510,240,808
8Allen Capital Management, Llc$605,113$107,104,920$107,104,920
9Allgen Financial Advisors, Inc.$163,478$185,000,000$3,000,000$188,000,000
10Alpha Capital Management Group Llc$346,343$173,648,107$101,694,468$275,342,575
11Alphacore Capital Llc$281,635$390,430,742$4,984,820$395,415,562
12Altamont Capital Management$460,208$133,000,000$133,000,000
13Altschuler Financial Services$819,511$135,063,143$8,351,209$143,414,352
14Amdg Financial$575,379$136,364,772$136,364,772
15American Financial Advisors Inc$330,966$464,345,477$464,345,477
16Ami Investment Management Inc$1,857,838$501,616,355$501,616,355
17Anchor Capital Advisors Llc$635,158$2,964,915,217$2,964,915,217
18Apella Capital$277,413$549,000,000$549,000,000
19Apex Financial Advisors, Inc$443,361$259,521,938$8,268,183$267,790,121
20Arista Advisory Group, Llc$189,019$169,654,274$2,731,068$172,385,342
21Armis Advisers$3,145,524$49,411,107$92,137,452$141,548,559
22Atlas Wealth Advisors Llc$462,824$257,080,379$25,705,329$282,785,708
23Aureus Asset Management, Llc$5,155,374$907,019,594$1,928,435,977$2,835,455,571
24Aza Capital Management$315,033$177,628,568$6,350,814$183,979,382
25Azzad Asset Management, Inc.$287,381$600,279,297$7,244,489$607,523,786
26Bahl & Gaynor Inc$5,558,948$11,931,897,822$848,124,311$12,780,022,133
27Ballast Advisors, Llc$140,337$333,498,419$7,521,091$341,019,510
28Basepoint Wealth, Llc$115,931$212,350,806$5,946,325$218,297,131
29Bay Colony Advisors$241,263$350,928,732$25,924,453$376,853,185
30Beacon Financial Planning Of Cape Cod$190,840$136,641,756$136,641,756
31Beacon Wealthcare, Inc.$191,304$134,127,133$4,568,344$138,695,477
32Beaumont Financial Partners Llc$697,540$1,569,567,490$548,861,400$2,118,428,890
33Best Invest$137,242$101,147,237$101,147,237
34Biechele Royce Advisors, Inc.$674,352$290,337,820$25,933,289$316,271,109
35Bigelow Investment Advisors, Llc$390,369$246,340,829$48,387,723$294,728,552
36Blackston Financial Advisory Group, Llc$88,544$110,919,666$4,188,049$115,107,715
37Blue Ocean Strategic Capital, Llc$200,610$133,473,822$2,138,343$135,612,165
38Blue Water Wealth$373,941$150,440,550$4,745,000$155,185,550
39Bluesphere Advisors Llc$221,027$68,813,296$43,468,338$112,281,634
40Boston Standard Wealth Management, Llc$121,607$192,138,418$192,138,418
41Bridges Investment Management Inc$2,563,716$4,124,617,631$110,641,357$4,235,258,988
42Brogan Financial, Inc.$165,898$207,107,151$11,546,474$218,653,625
43Bush Wealth Management$138,667$114,954,751$114,954,751
44C-J Advisory, Inc.$246,766$194,698,000$194,698,000
45Cadinha & Co Llc$309,306$1,432,707,520$1,432,707,520
46Camarda Wealth Advisory Group$166,541$195,219,432$16,121,587$211,341,019
47Cambridge Advisors Inc$533,283$380,193,621$25,101,137$405,294,758
48Cannon Capital Management, Inc.$867,532$69,261,262$60,000,968$129,262,230
49Capita Financial Network, Llc$225,455$343,818,665$343,818,665
50Capstone Wealth Advisors, Llc$121,949$304,628,523$304,628,523
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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.