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
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
4Adams Ashby Financial Advisors$1,377,530$165,303,593$165,303,593
5Advantage Capital Advisors, Llc$278,903$107,377,534$107,377,534
6Aequitas Wealth Management, Llc$425,399$263,322,000$263,322,000
7Ag Asset Advisory, Llc$1,998,392$293,763,570$293,763,570
8Alethea Capital Management, Llc$2,728,637$300,150,085$300,150,085
9Align Impact, Llc$8,520,408$119,285,708$119,285,708
10Allworth Financial, L.P.$317,893$7,875,238,368$220,540,554$8,095,778,922
11Alpha Cubed Investments, Llc$444,498$1,481,098,335$46,197,628$1,527,295,963
12Alphacore Capital Llc$295,581$420,723,808$2,252,479$422,976,287
13Altamont Wealth Management, Inc.$2,018,636$159,472,253$159,472,253
14American Money Management, Llc$268,957$310,273,701$6,557,781$316,831,482
15Angeles Wealth Management, Llc$4,474,328$457,956,344$25,271,028$483,227,372
16Anodos Advisors, Llc$3,476,768$719,691,000$719,691,000
17Aperio Group, Llc$5,969,688$34,486,886,409$34,486,886,409
18Ariadne Wealth Management, Lp$832,292$263,478,000$7,017,000$270,495,000
19Ariston Services Group, Llc$1,822,203$399,957,177$17,327,214$417,284,391
20Ashfield Capital Partners$2,080,609$1,208,833,649$1,208,833,649
21Aspire Planning Associates, Inc.$290,372$110,922,151$110,922,151
22Aspiriant, LLC$1,447,224$10,639,610,000$2,119,121,000$12,758,731,000
23Asset Dedication, Llc$24,793$1,235,044,177$1,235,044,177
24Asset Planning, Inc$956,884$324,345,521$995,108$325,340,629
25Atlas Capital Advisors Llc$1,936,986$658,000,000$49,000,000$707,000,000
26Avalan, Llc$538,555$210,391,000$23,342,000$233,733,000
27Avitas Wealth Management, Llc$1,436,802$771,562,639$771,562,639
28Awm Global Advisors$363,941$136,842,000$136,842,000
29Axiom Advisory, Llc$238,636$110,011,213$110,011,213
30Bailard, Inc.$1,957,055$3,615,625,379$20,583,254$3,636,208,633
31Baker & Associates$404,406$162,726,562$24,917,745$187,644,307
33Balboa Wealth Partners, Inc.$243,592$193,784,400$114,600$193,899,000
34Ball & Company$1,143,441$165,798,908$165,798,908
35Bedell Frazier Investment Counselling, Llc.$405,397$514,889,068$6,045,887$520,934,955
36Bell & Brown Wealth Advisors, Llc$651,587$222,752,672$2,696,495$225,449,167
37Bell Investment Advisors Inc$516,489$476,690,591$49,611,638$526,302,229
38Bennicas & Associates, Inc.$1,693,699$211,712,328$211,712,328
39Benningfield Financial Advisors, Llc$582,979$156,821,480$156,821,480
40Berkson Asset Management, Inc.$1,166,619$26,069,136$161,756,602$187,825,738
41Beta Wealth Group, Inc$826,613$307,500,000$307,500,000
42Blankinship & Foster, Llc$690,905$602,469,568$602,469,568
43Blue Zone Wealth Advisors, Llc$1,185,325$228,767,721$228,767,721
44Blume Capital Management, Inc.$544,820$419,511,518$419,511,518
45Boltwood Capital Management$760,556$175,892,904$39,344,367$215,237,271
46Bourke Wealth Management$410,876$103,965,028$808,458$104,773,486
47Breen Wealth Management, Llc$364,428$145,771,000$145,771,000
48Brian D. Lowder, Inc.$489,378$302,435,474$302,435,474
49Brickley Wealth Management$1,003,397$458,552,287$458,552,287
50Brio Financial Group$148,659$484,993,925$79,822$485,073,747
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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.