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
5Adams Ashby Financial Advisors$1,377,530$165,303,593$165,303,593
6Advantage Capital Advisors, Llc$278,903$107,377,534$107,377,534
7Aequitas Wealth Management, Llc$425,399$263,322,000$263,322,000
8Ag Asset Advisory, Llc$1,998,392$293,763,570$293,763,570
9Alethea Capital Management, Llc$2,728,637$300,150,085$300,150,085
10Align Impact, Llc$8,520,408$119,285,708$119,285,708
11Allworth Financial, L.P.$317,893$7,875,238,368$220,540,554$8,095,778,922
12Alpha & Omega$3,671$395,581,764$15,386,542$410,968,306
13Alpha Cubed Investments, Llc$444,498$1,481,098,335$46,197,628$1,527,295,963
14Alphacore Capital Llc$295,581$420,723,808$2,252,479$422,976,287
15Altamont Wealth Management, Inc.$2,018,636$159,472,253$159,472,253
16American Money Management, Llc$268,957$310,273,701$6,557,781$316,831,482
17Anchor Capital$7,295,620$386,667,867$386,667,867
18Angeles Wealth Management, Llc$4,474,328$457,956,344$25,271,028$483,227,372
19Anodos Advisors, Llc$3,476,768$719,691,000$719,691,000
20Aperio Group, Llc$5,969,688$34,486,886,409$34,486,886,409
21Ariadne Wealth Management, Lp$832,292$263,478,000$7,017,000$270,495,000
22Ariston Services Group, Llc$1,822,203$399,957,177$17,327,214$417,284,391
23Ashfield Capital Partners$2,080,609$1,208,833,649$1,208,833,649
24Aspire Planning Associates, Inc.$290,372$110,922,151$110,922,151
25Aspiriant, LLC$1,447,224$10,639,610,000$2,119,121,000$12,758,731,000
26Asset Dedication, Llc$24,793$1,235,044,177$1,235,044,177
27Asset Planning, Inc$956,884$324,345,521$995,108$325,340,629
28Atlas Capital Advisors Llc$1,936,986$658,000,000$49,000,000$707,000,000
29Avalan, Llc$538,555$210,391,000$23,342,000$233,733,000
30Avitas Wealth Management, Llc$1,436,802$771,562,639$771,562,639
31Avivar Capital, Llc$13,088,235$222,500,000$222,500,000
32Awm Global Advisors$363,941$136,842,000$136,842,000
33Axiom Advisory, Llc$238,636$110,011,213$110,011,213
34Bailard, Inc.$1,957,055$3,615,625,379$20,583,254$3,636,208,633
35Baker & Associates$404,406$162,726,562$24,917,745$187,644,307
37Balboa Wealth Partners, Inc.$243,592$193,784,400$114,600$193,899,000
38Ball & Company$1,143,441$165,798,908$165,798,908
39Bedell Frazier Investment Counselling, Llc.$405,397$514,889,068$6,045,887$520,934,955
40Bell & Brown Wealth Advisors, Llc$651,587$222,752,672$2,696,495$225,449,167
41Bell Investment Advisors Inc$516,489$476,690,591$49,611,638$526,302,229
42Bennicas & Associates, Inc.$1,693,699$211,712,328$211,712,328
43Benningfield Financial Advisors, Llc$582,979$156,821,480$156,821,480
44Berkson Asset Management, Inc.$1,166,619$26,069,136$161,756,602$187,825,738
45Beta Wealth Group, Inc$826,613$307,500,000$307,500,000
46Blankinship & Foster, Llc$690,905$602,469,568$602,469,568
47Blue Zone Wealth Advisors, Llc$1,185,325$228,767,721$228,767,721
48Blume Capital Management, Inc.$544,820$419,511,518$419,511,518
49Boltwood Capital Management$760,556$175,892,904$39,344,367$215,237,271
50Bourke Wealth Management$410,876$103,965,028$808,458$104,773,486
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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.