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 |
|---|---|---|---|---|---|
| 1 | 1 NORTH WEALTH SERVICES, LLC | $379,841 | $264,369,164 | — | $264,369,164 |
| 2 | 1620 INVESTMENT ADVISORS, INC. | $374,666 | $168,744,126 | $3,602,344 | $172,346,470 |
| 3 | 1776 WEALTH LLC | $837,537 | $280,574,787 | — | $280,574,787 |
| 4 | 1900 WEALTH | $2,574,573 | $1,567,692,630 | $46,564,670 | $1,614,257,300 |
| 5 | 3RD CREEK INVESTMENTS | $563,423 | $122,641,083 | $9,200,000 | $131,841,083 |
| 6 | 44 WEALTH MANAGEMENT LLC | $377,172 | $426,422,402 | $159,582 | $426,581,984 |
| 7 | 46 PEAKS INVESTMENT ADVISORY GROUP | $571,541 | $182,321,461 | — | $182,321,461 |
| 8 | 5C CAPITAL MANAGEMENT, LLC | $322,734 | $390,786,307 | $49,099,920 | $439,886,227 |
| 9 | 5T WEALTH, LLC | $660,785 | $217,545,210 | $513,803 | $218,059,013 |
| 10 | 8TH STREET INVESTMENTS, LLC | $852,653 | $164,533,124 | $28,926 | $164,562,050 |
| 11 | 93 FINANCIAL GROUP, LLC | $271,898 | $629,444,458 | — | $629,444,458 |
| 12 | A.G. CAMPBELL ADVISORY, LLC | $6,252,587 | $90,268,792 | $328,654,505 | $418,923,297 |
| 13 | ABACUS WEALTH PARTNERS | $627,506 | $2,869,234,900 | $561,337,700 | $3,430,572,600 |
| 14 | ABBEY STREET | $518,906 | $207,562,522 | — | $207,562,522 |
| 15 | ABBOT FINANCIAL MANAGEMENT, INC | $659,741 | $309,418,564 | — | $309,418,564 |
| 16 | ABBREA CAPITAL, LLC | $1,591,546 | $1,018,078,356 | $156,482,865 | $1,174,561,221 |
| 17 | ABERDEEN WEALTH MANAGEMENT LLC | $1,347,069 | $541,552,114 | $29,605,165 | $571,157,279 |
| 18 | ABSHER WEALTH MANAGEMENT, LLC | $493,527 | $758,475,945 | $54,856,249 | $813,332,194 |
| 19 | ACADIA LEGACY GROUP | $1,313,965 | $113,000,971 | — | $113,000,971 |
| 20 | ACAP ASSET MANAGEMENT, INC. | $144,917 | $102,914,936 | $55,914,107 | $158,829,043 |
| 21 | ACCESS INVESTMENT ADVISORS INC | $339,596 | $186,098,524 | — | $186,098,524 |
| 22 | ACCREDITED INVESTORS WEALTH MANAGEMENT | $766,137 | $3,211,281,497 | $171,979,114 | $3,383,260,611 |
| 23 | ACCREDITED WEALTH MANAGEMENT LLC | $310,027 | $105,300,000 | $9,100,000 | $114,400,000 |
| 24 | ACCRETIVE WEALTH PARTNERS, LLC | $566,888 | $250,452,942 | $15,984,562 | $266,437,504 |
| 25 | ACCRUENT WEALTH ADVISORS | $236,106 | $93,148,635 | $48,986,959 | $142,135,594 |
| 26 | ACIMA PRIVATE WEALTH LLC | $4,874,778 | $305,244,721 | $1,866,289 | $307,111,010 |
| 27 | ACKERMAN CAPITAL MANAGEMENT | $939,608 | $457,468,346 | $51,799,183 | $509,267,529 |
| 28 | ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. | $472,073 | $1,864,088,766 | $55,361,721 | $1,919,450,487 |
| 29 | ADDIS & HILL, INCORPORATED | $402,241 | $142,795,441 | — | $142,795,441 |
| 30 | ADIRONDACK CAPITAL ADVISORS, LLC | $349,172 | $265,719,615 | — | $265,719,615 |
| 31 | ADKINS SEALE CAPITAL MANAGEMENT LLC | $877,666 | $309,393,058 | $24,997,533 | $334,390,591 |
| 32 | ADVANCE CAPITAL MANAGEMENT INC | $324,732 | $4,018,991,314 | $50,545,492 | $4,069,536,806 |
| 33 | ADVANTAGE INVESTMENT MANAGEMENT | $200,707 | $133,988,869 | $15,537,734 | $149,526,603 |
| 34 | ADVICEONE ADVISORY SERVICES, LLC | $282,928 | $1,299,488,224 | — | $1,299,488,224 |
| 35 | ADVISORS FINANCIAL, INC. | $357,714 | $257,196,040 | — | $257,196,040 |
| 36 | AEGIS WEALTH | $1,376,784 | $657,693,568 | $1,786,007 | $659,479,575 |
| 37 | AEGIS WEALTH MANAGEMENT, LLC | $444,420 | $59,055,072 | $110,713,179 | $169,768,251 |
| 38 | AEQUITAS INVESTMENT ADVISORS, LLC | $545,708 | — | $684,863,869 | $684,863,869 |
| 39 | AEVITAS WEALTH MANAGEMENT, INC. | $420,227 | $600,483,254 | $16,830,128 | $617,313,382 |
| 40 | AFFILIATED PRIVATE INVESTORS LLC | $6,378,208 | $580,416,933 | — | $580,416,933 |
| 41 | AFS FINANCIAL GROUP, LLC | $571,348 | $505,643,018 | — | $505,643,018 |
| 42 | AG ASSET ADVISORY, LLC | $2,048,385 | $307,257,783 | — | $307,257,783 |
| 43 | AGATE PASS INVESTMENT, LLC | $829,835 | $209,948,374 | — | $209,948,374 |
| 44 | AGILIS WEALTH MANAGEMENT,LLC | $300,771 | $101,359,732 | — | $101,359,732 |
| 45 | AHL INVESTMENT MANAGEMENT, INC. | $485,645 | $157,105,369 | $729,161 | $157,834,530 |
| 46 | AILSA CAPITAL, INC. | $224,640 | $210,262,892 | — | $210,262,892 |
| 47 | AIO FINANCIAL, LLC | $231,553 | — | $150,509,163 | $150,509,163 |
| 48 | ALBION FINANCIAL GROUP | $753,327 | $1,510,552,637 | $158,820,681 | $1,669,373,318 |
| 49 | ALCHEMI WEALTH, LLC | $222,407 | $173,477,630 | — | $173,477,630 |
| 50 | ALCOSTA CAPITAL MANAGEMENT, INC. | $1,411,931 | $206,968,972 | $584,879 | $207,553,851 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
