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
1Abacus Wealth Partners$398,288$2,020,081,685$128,684,242$2,148,765,927
2Abbrea Capital, LLC$885,645$538,284,568$20,557,515$558,842,083
3Adviceperiod, LLC$971,856$3,034,726,438$4,265,696$3,038,992,134
4Aequitas Wealth Management$1,190,357$208,312,450$208,312,450
5AG Asset Advisory, LLC$1,735,951$229,145,586$229,145,586
6Aljian Capital Management$253,853$145,214,237$2,527,990$147,742,227
7Allstreet Capital LLC$1,038,189$124,582,679$124,582,679
8Allworth Financial, L.P.$196,949$125,456,204$125,456,204
9ALPha & Omega$5,005$495,145,827$12,274,025$507,419,852
10ALPha Cubed Investments, LLC$347,597$1,104,381,781$39,211,580$1,143,593,361
11Altamont Wealth Management, Inc.$1,477,835$153,694,800$153,694,800
12American Money Management$277,118$268,048,219$6,852,617$274,900,836
13Anchor Capital$4,719,136$415,283,993$415,283,993
14Anodos Advisors$2,798,905$649,346,000$649,346,000
15Aperio Group$4,925,444$24,735,579,836$24,735,579,836
16Aperio Group, Llc$996,849$107,577,528$3,072,677$110,650,205
17Apriem Advisors$341,709$645,410,576$52,018,084$697,428,660
18Argos Wealth Advisors LLC$3,698,145$702,647,527$702,647,527
19Ariadne Wealth Management, LLC$833,355$244,400,831$4,772,203$249,173,034
20Ariston Services Group$1,836,521$434,920,000$2,172,000$437,092,000
21Ashfield Capital Partners$1,623,046$967,335,408$967,335,408
22Aspiriant, LLC$1,346,174$9,903,594,000$1,766,385,000$11,669,979,000
23Asset Dedication, LLC$313,455$990,831,486$990,831,486
24Asset Planning, Inc$367,010$262,247,719$1,265,747$263,513,466
25Athena Investment Management$523,207$149,025,689$2,181,073$151,206,762
26Atlas Capital Advisors$1,505,646$438,143,000$438,143,000
27Avalan, LLC$445,066$156,700,000$12,425,000$169,125,000
28Avitas Wealth Management, LLC$1,291,711$641,980,143$641,980,143
29Avivar Capital, LLC$16,285,714$228,000,000$228,000,000
30Baker & Associates$370,479$141,023,540$21,616,879$162,640,419
31Baker, Brose & Mitsutome Wealth Management LLC$356,886$147,037,000$147,037,000
32Balboa Wealth Partners, Inc.$221,146$141,200,000$112,000$141,312,000
33Beacon Pointe Wealth Advisors$282,443$2,136,949,916$55,093,642$2,192,043,558
34Bedell Frazier Investment Counselling$337,687$451,000,000$1,500,000$452,500,000
35Bell & Brown Wealth Advisors, LLC$464,905$189,971,990$12,261,483$202,233,473
36Bell Investment Advisors Inc$440,392$413,666,946$46,102,505$459,769,451
37Bennicas & Associates$1,453,250$178,749,688$178,749,688
38Benningfield Financial Advisors$523,978$146,713,741$146,713,741
39Berkson Asset Management, Inc.$991,785$21,778,580$134,923,463$156,702,043
40Beta Wealth Group, Inc$776,177$280,200,000$280,200,000
41Betterwealth LLC$233,025$245,417,359$6,948,749$252,366,108
42Blankinship & Foster$589,379$503,918,925$503,918,925
43Blume Capital Management, Inc.$461,139$357,843,724$357,843,724
44Boltwood Capital Management$760,556$175,892,904$39,344,367$215,237,271
45Breen Wealth Management, LLC$331,429$116,000,000$116,000,000
46Brian D. Lowder, Inc.$412,592$250,856,158$250,856,158
47Brickley Wealth Management$815,350$373,937,777$308,100$374,245,877
48Brio Financial Group$169,499$306,098,857$63,070,312$369,169,169
49B|O|S$1,184,822$3,480,511,891$576,317,038$4,056,828,929
50C-J Advisory, Inc.$246,766$194,698,000$194,698,000
Next Page »

Showing 1 to 50 of 346 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.