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


High-net-worth client assets

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
15T WEALTH, LLC$667,238$207,356,158$154,878$207,511,036
2ABACUS WEALTH PARTNERS$477,851$2,336,506,167$389,158,391$2,725,664,558
3ABBREA CAPITAL, LLC$1,232,347$716,789,770$105,185,764$821,975,534
4ACAP ASSET MANAGEMENT, INC.$93,124$78,731,935$21,469,597$100,201,532
5ACCRETIVE WEALTH MANAGEMENT, LLC$632,653$109,000,000$15,000,000$124,000,000
6ADAMS ASHBY FINANCIAL ADVISORS$1,377,530$165,303,593$165,303,593
7ADVANTAGE CAPITAL ADVISORS, LLC$278,903$107,377,534$107,377,534
8ADVICEPERIOD, LLC$961,391$3,466,237,641$1,498,037$3,467,735,678
9AEQUITAS WEALTH MANAGEMENT, LLC$425,399$263,322,000$263,322,000
10AFFINITY CAPITAL ADVISORS LLC$271,136$248,782,252$32,114,445$280,896,697
11AG ASSET ADVISORY, LLC$1,998,392$293,763,570$293,763,570
12ALAMAR CAPITAL MANAGEMENT, LLC$761,332$116,483,726$116,483,726
13ALETHEA CAPITAL MANAGEMENT, LLC$2,728,637$300,150,085$300,150,085
14ALIGN IMPACT, LLC$8,520,408$119,285,708$119,285,708
15ALJIAN CAPITAL MANAGEMENT$304,170$183,797,669$3,266,641$187,064,310
16ALLSTREET CAPITAL LLC$1,076,923$140,000,000$140,000,000
17ALPHA & OMEGA$3,671$395,581,764$15,386,542$410,968,306
18ALPHACORE CAPITAL LLC$295,581$420,723,808$2,252,479$422,976,287
19ALTAMONT WEALTH MANAGEMENT, INC.$2,018,636$159,472,253$159,472,253
20AMERICAN MONEY MANAGEMENT, LLC$268,957$310,273,701$6,557,781$316,831,482
21ANCHOR CAPITAL$7,295,620$386,667,867$386,667,867
22ANGELES WEALTH MANAGEMENT, LLC$4,474,328$457,956,344$25,271,028$483,227,372
23ANODOS ADVISORS, LLC$3,476,768$719,691,000$719,691,000
24APRIEM ADVISORS$382,587$756,244,522$3,955,170$760,199,692
25ARIADNE WEALTH MANAGEMENT, LP$832,292$263,478,000$7,017,000$270,495,000
26ARISTON SERVICES GROUP, LLC$1,822,203$399,957,177$17,327,214$417,284,391
27ASHFIELD CAPITAL PARTNERS$2,080,609$1,208,833,649$1,208,833,649
28ASPIRE PLANNING ASSOCIATES, INC.$290,372$110,922,151$110,922,151
29ASPIRIANT, LLC$1,447,224$10,639,610,000$2,119,121,000$12,758,731,000
30ASSET DEDICATION, LLC$24,793$1,235,044,177$1,235,044,177
31ASSET PLANNING, INC$956,884$324,345,521$995,108$325,340,629
32ATLAS CAPITAL ADVISORS LLC$1,936,986$658,000,000$49,000,000$707,000,000
33ATTENTIVE INVESTMENT MANAGERS, INC.$113,995$102,803,436$17,232,876$120,036,312
34AVALAN, LLC$538,555$210,391,000$23,342,000$233,733,000
35AVITAS WEALTH MANAGEMENT, LLC$1,436,802$771,562,639$771,562,639
36AWM GLOBAL ADVISORS$363,941$136,842,000$136,842,000
37AXIOM ADVISORY, LLC$238,636$110,011,213$110,011,213
38BAILARD, INC.$1,784,958$3,433,947,041$12,806,855$3,446,753,896
39BAKER & ASSOCIATES$404,406$162,726,562$24,917,745$187,644,307
41BALL & COMPANY$1,143,441$165,798,908$165,798,908
42BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.$405,397$514,889,068$6,045,887$520,934,955
43BELL & BROWN WEALTH ADVISORS, LLC$651,587$222,752,672$2,696,495$225,449,167
44BELL INVESTMENT ADVISORS INC$516,489$476,690,591$49,611,638$526,302,229
45BENNICAS & ASSOCIATES, INC.$1,693,699$211,712,328$211,712,328
46BENNINGFIELD FINANCIAL ADVISORS, LLC$582,979$156,821,480$156,821,480
47BERKSON ASSET MANAGEMENT, INC.$1,166,619$26,069,136$161,756,602$187,825,738
48BETA WEALTH GROUP, INC$826,613$307,500,000$307,500,000
49BLANKINSHIP & FOSTER, LLC$690,905$602,469,568$602,469,568
50BLUE SUMMIT WEALTH MANAGEMENT$243,045$116,904,690$116,904,690
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Showing 1 to 50 of 391 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 Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. 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) nor one who is an insurance company or agency.

Database last updated on June, 2020.