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
1Alethea Capital Management, Llc$2,350,598$246,812,797$246,812,797
2Aljian Capital Management$253,853$145,214,237$2,527,990$147,742,227
3ALPha Cubed Investments, LLC$347,597$1,104,381,781$39,211,580$1,143,593,361
4Altamont Wealth Management, Inc.$1,477,835$153,694,800$153,694,800
5American Money Management, Llc$277,118$268,048,219$6,852,617$274,900,836
6Aperio Group$4,925,444$24,735,579,836$24,735,579,836
7Apriem Advisors$341,709$645,410,576$52,018,084$697,428,660
8Ashfield Capital Partners$1,623,046$967,335,408$967,335,408
9Aspire Planning Associates, Inc.$352,398$99,884,037$26,979,066$126,863,103
10Asset Dedication, Llc$313,455$990,831,486$990,831,486
11Avalan, Llc$445,066$156,700,000$12,425,000$169,125,000
12Awm Global Advisors$374,713$139,018,559$139,018,559
13Bailard, Inc.$1,957,055$3,615,625,379$20,583,254$3,636,208,633
14Baker, Brose & Mitsutome Wealth Management LLC$356,886$147,037,000$147,037,000
16Balboa Wealth Partners, Inc.$221,146$141,200,000$112,000$141,312,000
17Ball & Company$341,798$151,074,847$151,074,847
18Beacon Pointe Wealth Advisors$282,443$2,136,949,916$55,093,642$2,192,043,558
19Bedell Frazier Investment Counselling, Llc.$337,687$451,000,000$1,500,000$452,500,000
20Berkson Asset Management, Inc.$991,785$21,778,580$134,923,463$156,702,043
21Blue Summit Wealth Management$230,907$107,602,631$107,602,631
22Brio Financial Group$169,499$306,098,857$63,070,312$369,169,169
23Buffalo Capital Corporation$341,898$127,869,707$127,869,707
24Capital Planning Advisors LLC$741,894$517,000,000$55,000,000$572,000,000
25Carlsbad Wealth Advisory Group, Inc.$210,924$149,123,286$149,123,286
26Castle Wealth Planning$1,222,770$135,727,424$135,727,424
27Cedar Wealth Management$1,166,598$212,411,948$9,241,742$221,653,690
28Cheviot Value Management, Llc$492,739$357,235,575$357,235,575
29Christopher Weil & Co Inc$425,836$682,280,379$187,275,990$869,556,369
30Churchill Management Group$322,503$5,360,565,990$139,717,551$5,500,283,541
31Clearview Investment Partners, Llc$199,068$138,402,736$1,740,853$140,143,589
32Clelland & Company Inc$1,479,024$176,258,839$131,378,119$307,636,958
33Clutinger Williams & Verhoye Inc$417,941$120,074,371$9,069,457$129,143,828
34Creekside Partners$457,892$381,423,931$381,423,931
35Davis & Seiley Wealth Management, Inc.$218,343$134,767,875$10,867,056$145,634,931
36De Groote Financial Group, Llc$261,202$239,000,000$239,000,000
37Dlk Investment Management$513,551$122,181,598$14,936,615$137,118,213
38Dobson Asset Management$383,583$130,644,489$3,226,028$133,870,517
39Eagle West Group$450,678$319,080,040$319,080,040
40Eclectic Associates, Inc.$249,545$610,269,856$117,153,637$727,423,493
41Eliot Finkel Investment Counsel, Llc$702,493$147,523,490$147,523,490
42Ensemble Capital Management, Llc$1,465,006$778,855,000$1,993,000$780,848,000
43Ep Wealth Advisors$481,835$4,290,000,000$100,000,000$4,390,000,000
44Equius Partners, Inc.$630,898$916,248,707$25,681,584$941,930,291
45Fairbanks Capital Management, Inc.$2,067,218$171,579,075$171,579,075
46Financial Designs Corporation$280,422$251,522,657$92,835,093$344,357,750
47Fortress Wealth Management, Inc.$317,297$145,956,655$145,956,655
48Garner Financial Management$309,232$119,054,383$119,054,383
49Gasber Financial Advisors, Inc$875,392$122,554,871$122,554,871
50Goldstein Munger + Associates$1,785,419$504,495,970$56,125,701$560,621,671
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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.