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
1Aljian Capital Management$253,853$145,214,237$2,527,990$147,742,227
2Allworth Financial, L.P.$196,949$125,456,204$125,456,204
3ALPha Cubed Investments, LLC$347,597$1,104,381,781$39,211,580$1,143,593,361
4Altamont Wealth Management, Inc.$1,477,835$153,694,800$153,694,800
5American Money Management$277,118$268,048,219$6,852,617$274,900,836
6Aperio Group$4,925,444$24,735,579,836$24,735,579,836
7Apriem Advisors$341,709$645,410,576$52,018,084$697,428,660
8Argos Wealth Advisors LLC$3,698,145$702,647,527$702,647,527
9Ashfield Capital Partners$1,623,046$967,335,408$967,335,408
10Asset Dedication, LLC$313,455$990,831,486$990,831,486
11Avalan, LLC$445,066$156,700,000$12,425,000$169,125,000
12Baker, Brose & Mitsutome Wealth Management LLC$356,886$147,037,000$147,037,000
13Balboa Wealth Partners, Inc.$221,146$141,200,000$112,000$141,312,000
14Beacon Pointe Wealth Advisors$282,443$2,136,949,916$55,093,642$2,192,043,558
15Bedell Frazier Investment Counselling$337,687$451,000,000$1,500,000$452,500,000
16Berkson Asset Management, Inc.$991,785$21,778,580$134,923,463$156,702,043
17Brio Financial Group$169,499$306,098,857$63,070,312$369,169,169
18Capital Planning Advisors LLC$741,894$517,000,000$55,000,000$572,000,000
19Carlsbad Wealth Advisory Group, Inc.$210,924$149,123,286$149,123,286
20Castle Wealth Planning$1,222,770$135,727,424$135,727,424
21Cedar Wealth Management$1,166,598$212,411,948$9,241,742$221,653,690
22Cheviot Value Management$492,739$357,235,575$357,235,575
23Christopher Weil & Co., Inc.$425,836$682,280,379$187,275,990$869,556,369
24Churchill Management Group$322,503$5,360,565,990$139,717,551$5,500,283,541
25Clearview Investment Partners$199,068$138,402,736$1,740,853$140,143,589
26Clelland & Company Inc$1,479,024$176,258,839$131,378,119$307,636,958
27Clutinger Williams & Verhoye Inc$395,502$122,423,126$9,279,103$131,702,229
28Creekside Partners Financial Advisers$457,892$381,423,931$381,423,931
29Cw Does Business Under The Dba The O'Donnell Group$401,862$204,033,663$19,000,000$223,033,663
30Davis & Seiley Wealth Management, Inc.$218,343$134,767,875$10,867,056$145,634,931
31De Groote Financial Group, LLC$261,202$239,000,000$239,000,000
32Delta Wealth Management$1,601,312$296,242,748$296,242,748
33Dobson Asset Management$383,583$130,644,489$3,226,028$133,870,517
34Eclectic Associates, Inc.$249,545$610,269,856$117,153,637$727,423,493
35Eliot Finkel Investment Counsel$702,493$147,523,490$147,523,490
36Ensemble Capital Management$1,465,006$778,855,000$1,993,000$780,848,000
37EP Wealth Advisors$481,835$4,290,000,000$100,000,000$4,390,000,000
38Equius Partners, Inc.$630,898$916,248,707$25,681,584$941,930,291
39Fairbanks Capital Management$2,067,218$171,579,075$171,579,075
40Financial Designs Corporation$280,422$251,522,657$92,835,093$344,357,750
41Fortress Retirement, Inc.$279,723$132,410,278$458,189$132,868,467
42Garner Financial Management, Inc.$309,232$119,054,383$119,054,383
43Gasber Financial Advisors, Inc$334,107$118,307,604$5,311,886$123,619,490
44Goldstein Munger + Associates$1,785,419$504,495,970$56,125,701$560,621,671
45Gradient Capital Advisors, LLC$245,822$240,801,316$60,331,218$301,132,534
46GW Financial$355,979$95,014,592$11,067,089$106,081,681
47Halbert Hargrove$649,299$2,212,693,874$130,624,944$2,343,318,818
48Hall Capital Partners$208,355,639$12,011,600,921$24,242,280,215$36,253,881,136
49Harris Financial Advisors, Inc.$390,648$432,579,112$20,962,901$453,542,013
50Haydel, Biel & Associates$399,329$100,000,000$19,000,000$119,000,000
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Showing 1 to 50 of 110 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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