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
11 North Wealth Services$271,974$166,447,917$166,447,917
21620 Investment Advisors, Inc.$284,560$119,543,083$2,532,972$122,076,055
3180 Wealth Advisors, LLC$184,104$275,395,565$87,841,444$363,237,009
45C Capital Management, LLC$272,295$252,259,730$7,509,702$259,769,432
5Abaris Financial Group, LLC$267,987$145,517,200$145,517,200
6Abound Wealth Management, LLC$213,695$209,827,658$19,466,710$229,294,368
7Abridge Partners$414,460$161,972,311$15,831,237$177,803,548
8Access Investment Advisors Inc$315,851$155,398,881$155,398,881
9Acumen Wealth Advisors, LLC$1,347,021$153,314,306$31,227,622$184,541,928
10Adam Financial Associates Inc$254,438$160,804,820$160,804,820
11Adams Wealth Management LLC$153,472$200,741,643$200,741,643
12ADC Wealth Management, LLC$465,503$110,789,665$110,789,665
13Advance Capital Management Inc$248,238$2,483,042,049$29,128,588$2,512,170,637
14Aepg Wealth Strategies$535,684$657,941,512$254,864,783$912,806,295
15Aevitas Wealth Management, Inc.$300,683$367,883,015$8,872,246$376,755,261
16Affiliated Private Investors Llc$182,213$113,336,704$113,336,704
17AJ Wealth$1,302,391$708,000,000$218,000,000$926,000,000
18Albion Financial Group$535,913$898,314,947$80,262,692$978,577,639
19Aldebaran Financial Inc$490,957$329,923,322$329,923,322
20Aljian Capital Management$253,853$145,214,237$2,527,990$147,742,227
21All Season Financial Advisors, Inc.$223,792$168,738,867$168,738,867
22All Star Financial Inc$421,390$531,794,135$531,794,135
23Allworth Financial, L.P.$196,949$125,456,204$125,456,204
24ALPha Advisors, LLC$322,870$109,130,217$109,130,217
25ALPha Cubed Investments, LLC$347,597$1,104,381,781$39,211,580$1,143,593,361
26ALPha Omega Investment Advisors$452,520$356,715,183$59,602,942$416,318,125
27ALPhaMark Advisors, LLC$317,670$312,586,803$312,586,803
28Altair Advisers$6,282,980$1,220,299,298$3,184,069,923$4,404,369,221
29Altamont Wealth Management, Inc.$1,477,835$153,694,800$153,694,800
30Altfest Personal Wealth Management$431,373$1,200,000,000$10,000,000$1,210,000,000
31Altrius Capital Management, Inc.$937,445$352,680,110$736,640$353,416,750
32America First Investment Advisors$564,939$348,002,581$348,002,581
33American Asset Management Inc.$397,318$198,659,000$198,659,000
34American Financial & Tax Strategies, Inc.$295,086$150,789,144$150,789,144
35American Financial Advisors.$286,747$609,624,968$609,624,968
36American Money Management$277,118$268,048,219$6,852,617$274,900,836
37Anchor Investment Management$370,289$484,217,747$6,785,056$491,002,803
38AP Wealth Management$256,708$129,230,988$2,973,727$132,204,715
39APCM Wealth Management$374,164$361,068,662$361,068,662
40Aperio Group$4,925,444$24,735,579,836$24,735,579,836
41Apriem Advisors$341,709$645,410,576$52,018,084$697,428,660
42Arbor Wealth Management$258,824$226,212,310$226,212,310
43Arcadia Wealth Management$218,971$140,141,498$140,141,498
44Arcus Capital Partners, LLC$528,575$1,178,886,173$8,822,861$1,187,709,034
45Argos Wealth Advisors LLC$3,698,145$702,647,527$702,647,527
46Arista Wealth Advisors, Ltd.$276,131$137,633,320$155,919$137,789,239
47Arlington Partners$2,265,906$1,272,374,109$152,880,823$1,425,254,932
48Armbruster Capital Management, Inc.$1,387,429$391,940,132$31,225,818$423,165,950
49ARQ Wealth Advisors, LLC$291,185$209,314,665$4,123,825$213,438,490
50Ascent Capital Management$221,464$186,694,265$186,694,265
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Showing 1 to 50 of 762 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 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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 June 5, 2019.

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