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
1&Wealth Partners$862,132$95,846,341$111,065,441$206,911,782
2A. N. Culbertson & Company, Inc.$459,953$383,496,000$8,384,000$391,880,000
3A.G. Campbell Advisory, Llc$3,940,162$57,303,790$190,926,437$248,230,227
4Abacus Planning Group, Inc.$413,904$1,044,694,378$1,044,694,378
5Abacus Wealth Partners$398,288$2,020,081,685$128,684,242$2,148,765,927
6Abbot Financial Management, Inc$493,307$200,282,730$200,282,730
7Abbrea Capital, Llc$885,645$538,284,568$20,557,515$558,842,083
8Aberdeen Wealth Management Llc$853,328$374,623,106$11,081,295$385,704,401
9Access Financial Services, Inc.$373,229$273,179,938$396,692$273,576,630
10Accredited Investors Wealth Management$511,598$1,791,269,253$78,108,609$1,869,377,862
11Acima Private Wealth Llc$3,187,727$184,888,189$184,888,189
12Acropolis Investment Management, L.L.C.$464,251$1,141,362,730$20,194,453$1,161,557,183
13Addington Financial Group$363,685$108,741,690$108,741,690
14Adell Harriman & Carpenter$616,403$745,231,798$745,231,798
15Adkins Seale Capital Management Llc$724,949$237,646,217$16,086,021$253,732,238
16Adviceperiod, Llc$884,345$2,864,140,986$2,906,040$2,867,047,026
17Adviser Investments$476,031$5,014,033,546$5,014,033,546
18Advisors Financial, Inc.$314,190$187,885,731$187,885,731
19Advisory Partners, Llc$1,001,884$192,581,503$9,799,135$202,380,638
20Aegis Wealth Management Llc$1,154,681$521,915,587$521,915,587
21Aequitas Investment Advisors, Llc$562,902$547,703,215$547,703,215
22Aequitas Wealth Management, Llc$1,190,357$208,312,450$208,312,450
23Affiliated Private Investors Llc$4,549,204$600,494,951$600,494,951
24Affinity Capital Advisors Llc$230,949$177,448,998$43,107,568$220,556,566
25Ag Asset Advisory, Llc$1,735,951$229,145,586$229,145,586
26Agate Pass Investment, Llc$643,956$127,503,264$127,503,264
27Agili, P.C.$411,115$649,562,422$649,562,422
28Alan B. Lancz & Associates, Inc.$1,323,644$152,219,088$152,219,088
29Alex Green Investment Management Llc$1,610,491$178,764,455$178,764,455
30Alexander Randolph Advisory Inc$585,992$168,739,603$107,262,814$276,002,417
31Alhambra Investment Management Llc$446,190$123,471,673$30,910,026$154,381,699
32All Terrain Financial Advisors$404,240$260,288,116$6,510,214$266,798,330
33Allied Portfolio Management, Inc.$499,105$148,639,427$93,780$148,733,207
34Allium Financial Advisors, Llc$2,357,362$205,090,502$205,090,502
35Allodium Investment Consultants, Llc$470,514$255,489,316$255,489,316
36Allstreet Capital Llc$1,038,189$124,582,679$124,582,679
37Alpha Financial Advisors, Llc$411,519$135,389,730$135,389,730
38Altavista Wealth Management, Inc.$526,842$469,480,873$18,375,197$487,856,070
39Altiora Financial Group, Llc$775,455$317,545,241$102,751,400$420,296,641
40Altium Wealth Management LLC$1,511,232$1,202,940,722$1,202,940,722
41Altman Advisors$424,941$233,717,728$233,717,728
42Altus Wealth Management, Llc$489,205$156,545,501$156,545,501
43Am Investment Strategies, Llc$419,823$184,870,507$168,620,121$353,490,628
44Amore Ambro, Llc$584,801$36,753,000$81,961,689$118,714,689
46Andesa Financial Management, Inc.$388,813$214,570,219$40,490,866$255,061,085
47Angeles Wealth Management, Llc$4,066,930$280,019,101$29,067,603$309,086,704
48Anodos Advisors, Llc$2,798,905$649,346,000$649,346,000
49Arbor Investment Advisors$584,687$509,791,633$21,104,137$530,895,770
50Arbor Wealth Advisors Llc$1,414,417$326,259,215$1,885,509$328,144,724
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Showing 1 to 50 of 1,112 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.


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