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
1Abacus Wealth Partners$398,288$2,020,081,685$128,684,242$2,148,765,927
2Abbrea Capital, LLC$885,645$538,284,568$20,557,515$558,842,083
3Adviceperiod, LLC$971,856$3,034,726,438$4,265,696$3,038,992,134
4Aequitas Wealth Management$1,190,357$208,312,450$208,312,450
5AG Asset Advisory, LLC$1,735,951$229,145,586$229,145,586
6Allstreet Capital LLC$1,038,189$124,582,679$124,582,679
7Anodos Advisors$2,798,905$649,346,000$649,346,000
8Aperio Group, Llc$996,849$107,577,528$3,072,677$110,650,205
9Ariadne Wealth Management, LLC$833,355$244,400,831$4,772,203$249,173,034
10Ariston Services Group$1,836,521$434,920,000$2,172,000$437,092,000
11Aspiriant, LLC$1,346,174$9,903,594,000$1,766,385,000$11,669,979,000
12Asset Planning, Inc$367,010$262,247,719$1,265,747$263,513,466
13Athena Investment Management$523,207$149,025,689$2,181,073$151,206,762
14Atlas Capital Advisors$1,505,646$438,143,000$438,143,000
15Avitas Wealth Management, LLC$1,291,711$641,980,143$641,980,143
16Baker & Associates$370,479$141,023,540$21,616,879$162,640,419
17Bell & Brown Wealth Advisors, LLC$464,905$189,971,990$12,261,483$202,233,473
18Bell Investment Advisors Inc$440,392$413,666,946$46,102,505$459,769,451
19Bennicas & Associates$1,453,250$178,749,688$178,749,688
20Benningfield Financial Advisors$523,978$146,713,741$146,713,741
21Beta Wealth Group, Inc$776,177$280,200,000$280,200,000
22Betterwealth LLC$233,025$245,417,359$6,948,749$252,366,108
23Blankinship & Foster$589,379$503,918,925$503,918,925
24Blume Capital Management, Inc.$461,139$357,843,724$357,843,724
25Boltwood Capital Management$760,556$175,892,904$39,344,367$215,237,271
26Breen Wealth Management, LLC$331,429$116,000,000$116,000,000
27Brian D. Lowder, Inc.$412,592$250,856,158$250,856,158
28Brickley Wealth Management$815,350$373,937,777$308,100$374,245,877
29B|O|S$1,184,822$3,480,511,891$576,317,038$4,056,828,929
30Caerus Investment Advisors, LLC$637,474$108,983,564$42,097,776$151,081,340
31Camden Capital, LLC$957,072$2,086,695,918$1,087,911,557$3,174,607,475
32Camelotta Advisors$581,717$103,125,764$419,852$103,545,616
33Cannon Beach Financial Advisors$243,237$100,242,238$60,050,678$160,292,916
34Capital Advantage, Inc.$1,196,470$705,917,488$705,917,488
35Cardiff Park Advisors$861,187$108,354,197$1,734,586,316$1,842,940,513
36Cardinal Point Wealth Management, LLC$504,550$174,944,209$134,549$175,078,758
37Carmel Capital Management LLC$1,127,723$113,900,000$113,900,000
38Catalina Capital Group, LLC$625,322$124,813,388$11,506,755$136,320,143
39Chamberlain Financial Planning & Wealth Management$1,523,500$243,760,000$243,760,000
40Check Capital Management Inc$563,796$1,255,497,329$72,241,154$1,327,738,483
41Chequers Financial Management LLC$944,279$259,067,434$14,773,453$273,840,887
42Clearpath Capital Partners LLC$1,079,545$253,893,425$48,379,114$302,272,539
43Clifford Swan Investment Counsel$1,173,239$2,200,380,055$575,502,934$2,775,882,989
44Cohen Capital Management Inc$3,530,392$564,862,701$564,862,701
45Compass Financial Planning, LLC$9,326,131$2,163,040$100,424,398$102,587,438
46Comprehensive Financial Management LLC$315,000,701$14,175,031,522$14,175,031,522
47Concentric Wealth Management$405,510$263,175,796$263,175,796
48Concord Investment Counsel$398,353$217,851,938$4,428,975$222,280,913
49Corient Capital Partners, LLC$810,479$1,687,807,706$635,024,220$2,322,831,926
50Cornerstone Wealth Management$515,800$286,854,214$8,699,108$295,553,322
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Showing 1 to 50 of 183 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 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.

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