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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
15T Wealth, LLC$679,914$213,025,059$467,989$213,493,048
2Abacus Wealth Partners, LLC$620,391$3,512,857,000$236,788,000$3,749,645,000
3Abbrea Capital, LLC$1,404,654$830,709,581$148,334,413$979,043,994
4ACap Asset Management, Inc.$124,925$113,833,411$23,084,708$136,918,119
5Accretive Wealth Management, LLC$681,829$129,883,579$20,118,760$150,002,339
6Advantage Capital Advisors, LLC$304,241$131,736,302$131,736,302
7Adviceperiod, LLC$924,862$4,387,303,464$71,457,070$4,458,760,534
8AEQUITAS WEALTH MANAGEMENT, LLC$425,399$263,322,000$263,322,000
9AF Advisors, Inc.$1,665,573$214,469,264$389,641$214,858,905
10Affinity Capital Advisors LLC$373,378$339,238,997$77,077,208$416,316,205
11AG Asset Advisory, LLC$1,863,931$301,956,882$301,956,882
12AIRE Advisors, LLC$746,605$271,764,124$271,764,124
13ALAMAR CAPITAL MANAGEMENT, LLC$761,332$116,483,726$116,483,726
14Alethea Capital Management, LLC$1,949,226$268,993,167$268,993,167
15Align Impact, LLC$7,812,692$164,066,530$164,066,530
16ALJIAN CAPITAL MANAGEMENT$304,170$183,797,669$3,266,641$187,064,310
17ALLSTREET CAPITAL LLC$1,076,923$140,000,000$140,000,000
18Alpha & Omega Financial Management Consultants, Inc.$3,470$479,190,284$479,190,284
19Alphacore Capital LLC$630,542$441,580,965$601,966,709$1,043,547,674
20Alsari Wealth Management Global Advisors, LLC$349,854$120,000,000$120,000,000
21Altamont Wealth Management, Inc.$2,053,091$172,459,625$172,459,625
22Amara Financial, LLC$265,373$66,516,613$40,428,669$106,945,282
23American Money Management, LLC$319,241$382,450,072$10,535,248$392,985,320
24Anchor Capital Management Group, Inc.$8,631,537$431,576,869$431,576,869
25Angeles Wealth Management, LLC$6,430,144$834,292,391$65,927,786$900,220,177
26Anodos Advisors, LLC$4,641,041$914,285,000$914,285,000
27Apriem Advisors$433,841$870,743,718$5,181,319$875,925,037
28Archer Pointe Wealth Management, LLC$505,914$101,224,728$11,088,234$112,312,962
29Archvest Wealth Advisors, Inc.$586,073$128,350,000$128,350,000
30Ariadne Wealth Management, Lp$959,059$278,104,900$8,653,621$286,758,521
31Ariston Services Group, LLC$1,927,293$405,896,922$21,962,163$427,859,085
32Ashfield Capital Partners, LLC$2,412,430$1,483,644,160$1,483,644,160
33Aspire Planning Associates, Inc.$310,162$123,444,466$123,444,466
34Aspiriant, LLC$1,521,802$11,518,574,000$2,386,135,000$13,904,709,000
35Asset Dedication, LLC$908,970$1,437,081,527$1,437,081,527
36Asset Planning, Inc$1,077,588$376,207,369$948,523$377,155,892
37Atlas Capital Advisors LLC$1,807,595$707,000,000$7,000,000$714,000,000
38Attentive Investment Managers, Inc.$128,737$127,350,862$12,972,830$140,323,692
39Avalan, LLC$587,016$265,343,071$10,554,513$275,897,584
40Avitas Wealth Management, LLC$1,502,576$897,037,916$897,037,916
41Axiom Advisory, LLC$269,005$150,249,438$124,155$150,373,593
42Bailard, Inc.$1,784,958$3,433,947,041$12,806,855$3,446,753,896
43Baker Avenue Asset Management, Lp$1,195,654$1,735,769,482$304,017,019$2,039,786,501
44Ball & Company$379,252$165,733,320$165,733,320
45Banta Asset Management Lp$633,914$168,621,099$168,621,099
46Barlow, Linda, Ann$393,566$214,490,581$12,203,621$226,694,202
47BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.$405,397$514,889,068$6,045,887$520,934,955
48Bell & Brown Wealth Advisors, LLC$674,542$250,137,175$2,816,103$252,953,278
49Bell Investment Advisors Inc$525,448$500,472,899$55,450,927$555,923,826
50Bennicas & Associates, Inc.$1,750,996$218,874,448$218,874,448
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Showing 1 to 50 of 438 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 Carline Murphy.

*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.