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$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
10AG Asset Advisory, LLC$1,863,931$301,956,882$301,956,882
11AIRE Advisors, LLC$746,605$271,764,124$271,764,124
12ALAMAR CAPITAL MANAGEMENT, LLC$761,332$116,483,726$116,483,726
13Alethea Capital Management, LLC$1,949,226$268,993,167$268,993,167
14Align Impact, LLC$7,812,692$164,066,530$164,066,530
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
17Alphacore Capital LLC$630,542$441,580,965$601,966,709$1,043,547,674
18Alsari Wealth Management Global Advisors, LLC$349,854$120,000,000$120,000,000
19Altamont Wealth Management, Inc.$2,053,091$172,459,625$172,459,625
20Amara Financial, LLC$265,373$66,516,613$40,428,669$106,945,282
21American Money Management, LLC$319,241$382,450,072$10,535,248$392,985,320
22Angeles Wealth Management, LLC$6,430,144$834,292,391$65,927,786$900,220,177
23Anodos Advisors, LLC$4,641,041$914,285,000$914,285,000
24Apriem Advisors$433,841$870,743,718$5,181,319$875,925,037
25Archer Pointe Wealth Management, LLC$505,914$101,224,728$11,088,234$112,312,962
26Archvest Wealth Advisors, Inc.$586,073$128,350,000$128,350,000
27Ariadne Wealth Management, Lp$959,059$278,104,900$8,653,621$286,758,521
28Ariston Services Group, LLC$1,927,293$405,896,922$21,962,163$427,859,085
29Ashfield Capital Partners, LLC$2,412,430$1,483,644,160$1,483,644,160
30Aspire Planning Associates, Inc.$310,162$123,444,466$123,444,466
31Aspiriant, LLC$1,521,802$11,518,574,000$2,386,135,000$13,904,709,000
32Asset Dedication, LLC$908,970$1,437,081,527$1,437,081,527
33Asset Planning, Inc$1,077,588$376,207,369$948,523$377,155,892
34Atlas Capital Advisors LLC$1,807,595$707,000,000$7,000,000$714,000,000
35Avalan, LLC$587,016$265,343,071$10,554,513$275,897,584
36Avitas Wealth Management, LLC$1,502,576$897,037,916$897,037,916
37Axiom Advisory, LLC$269,005$150,249,438$124,155$150,373,593
38Bailard, Inc.$1,784,958$3,433,947,041$12,806,855$3,446,753,896
39Baker Avenue Asset Management, Lp$1,195,654$1,735,769,482$304,017,019$2,039,786,501
40Ball & Company$379,252$165,733,320$165,733,320
41Banta Asset Management Lp$633,914$168,621,099$168,621,099
42BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.$405,397$514,889,068$6,045,887$520,934,955
43Bell & Brown Wealth Advisors, LLC$674,542$250,137,175$2,816,103$252,953,278
44Bell Investment Advisors Inc$525,448$500,472,899$55,450,927$555,923,826
45Bennicas & Associates, Inc.$1,750,996$218,874,448$218,874,448
46Benningfield Financial Advisors, LLC$690,894$181,014,326$181,014,326
47Berkson Asset Management, Inc.$1,231,573$26,322,401$180,581,933$206,904,334
48Beta Wealth Group, Inc$922,102$342,100,000$342,100,000
49Betterwealth LLC$313,380$337,898,692$7,445,530$345,344,222
50Bingham, Osborn & Scarborough LLC$1,393,757$4,274,162,045$748,937,188$5,023,099,233
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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.