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 | 180 WEALTH ADVISORS, LLC | $320,000 | $620,000,000 | $180,000,000 | $800,000,000 |
| 2 | 1900 WEALTH | $2,574,573 | $1,567,692,630 | $46,564,670 | $1,614,257,300 |
| 3 | 3D/L CAPITAL MANAGEMENT, LLC | $464,321 | $666,300,001 | — | $666,300,001 |
| 4 | 3EDGE ASSET MANAGEMENT, LP | $695,104 | $1,365,183,580 | — | $1,365,183,580 |
| 5 | 93 FINANCIAL GROUP, LLC | $271,898 | $629,444,458 | — | $629,444,458 |
| 6 | A. N. CULBERTSON & COMPANY, INC. | $794,481 | $624,270,000 | $11,315,000 | $635,585,000 |
| 7 | ABACUS PLANNING GROUP, INC. | $683,235 | $1,670,508,559 | — | $1,670,508,559 |
| 8 | ABACUS WEALTH PARTNERS | $627,506 | $2,869,234,900 | $561,337,700 | $3,430,572,600 |
| 9 | ABBREA CAPITAL, LLC | $1,591,546 | $1,018,078,356 | $156,482,865 | $1,174,561,221 |
| 10 | ABERDEEN WEALTH MANAGEMENT LLC | $1,347,069 | $541,552,114 | $29,605,165 | $571,157,279 |
| 11 | ABOUND WEALTH MANAGEMENT, LLC | $331,128 | $758,604,290 | $32,790,882 | $791,395,172 |
| 12 | ABSHER WEALTH MANAGEMENT, LLC | $493,527 | $758,475,945 | $54,856,249 | $813,332,194 |
| 13 | ACCREDITED INVESTORS WEALTH MANAGEMENT | $766,137 | $3,211,281,497 | $171,979,114 | $3,383,260,611 |
| 14 | ACKERMAN CAPITAL MANAGEMENT | $939,608 | $457,468,346 | $51,799,183 | $509,267,529 |
| 15 | ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. | $472,073 | $1,864,088,766 | $55,361,721 | $1,919,450,487 |
| 16 | ADELL HARRIMAN & CARPENTER | $653,316 | $1,259,593,077 | — | $1,259,593,077 |
| 17 | ADVANCE CAPITAL MANAGEMENT INC | $324,732 | $4,018,991,314 | $50,545,492 | $4,069,536,806 |
| 18 | ADVICEONE ADVISORY SERVICES, LLC | $282,928 | $1,299,488,224 | — | $1,299,488,224 |
| 19 | ADVISER INVESTMENTS | $591,393 | $7,249,692,715 | $198,250 | $7,249,890,965 |
| 20 | ADVISORS MANAGEMENT GROUP INC | $133,497 | $542,768,463 | $33,272,728 | $576,041,191 |
| 21 | AEGIS WEALTH | $1,376,784 | $657,693,568 | $1,786,007 | $659,479,575 |
| 22 | AEQUITAS INVESTMENT ADVISORS, LLC | $545,708 | — | $684,863,869 | $684,863,869 |
| 23 | AEVITAS WEALTH MANAGEMENT, INC. | $420,227 | $600,483,254 | $16,830,128 | $617,313,382 |
| 24 | AFFILIATED PRIVATE INVESTORS LLC | $6,378,208 | $580,416,933 | — | $580,416,933 |
| 25 | AFFINITY WEALTH MANAGEMENT LLC | $354,908 | $611,358,912 | $45,575,015 | $656,933,927 |
| 26 | AFS FINANCIAL GROUP, LLC | $571,348 | $505,643,018 | — | $505,643,018 |
| 27 | AGILI, P.C. | $549,195 | $1,065,388,598 | $1,148,790 | $1,066,537,388 |
| 28 | ALBION FINANCIAL GROUP | $753,327 | $1,510,552,637 | $158,820,681 | $1,669,373,318 |
| 29 | ALESCO ADVISORS LLC | $3,152,467 | $4,403,996,823 | — | $4,403,996,823 |
| 30 | ALL STAR FINANCIAL INC | $373,289 | $643,620,730 | $9,262,534 | $652,883,264 |
| 31 | ALLIED INVESTMENT ADVISORS LLC | $446,676 | $661,036,586 | $5,850,305 | $666,886,891 |
| 32 | ALPHA OMEGA WEALTH MANAGEMENT, LLC | $800,498 | $899,726,370 | $95,292,412 | $995,018,782 |
| 33 | ALTAIR ADVISERS, LLC | $8,271,361 | $2,260,995,901 | $4,422,264,069 | $6,683,259,970 |
| 34 | ALTFEST PERSONAL WEALTH MANAGEMENT | $484,505 | $1,527,955,353 | $27,305,515 | $1,555,260,868 |
| 35 | AM INVESTMENT STRATEGIES, LLC | $558,686 | $386,112,300 | $244,085,662 | $630,197,962 |
| 36 | AMERICAN FINANCIAL ADVISORS INC | $1,098,798 | — | $732,898,362 | $732,898,362 |
| 37 | AMERICAN FINANCIAL ADVISORS, LLC. | $439,225 | $925,887,267 | — | $925,887,267 |
| 38 | AMERICAN MONEY MANAGEMENT, LLC | $354,253 | $541,554,684 | $11,433,517 | $552,988,201 |
| 39 | AMI INVESTMENT MANAGEMENT INC | $2,590,645 | $730,561,763 | — | $730,561,763 |
| 40 | ANCHOR CAPITAL ADVISORS LLC | $927,004 | $3,415,082,456 | — | $3,415,082,456 |
| 41 | ANDERSEN | $11,169,018 | — | $3,696,945,000 | $3,696,945,000 |
| 42 | ANGELES WEALTH MANAGEMENT, LLC | $11,037,465 | $985,351,255 | $107,357,827 | $1,092,709,082 |
| 43 | ANODOS ADVISORS, LLC | $4,554,550 | — | $860,810,000 | $860,810,000 |
| 44 | APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC | $457,638 | $710,712,492 | — | $710,712,492 |
| 45 | APEIRON | $210,948 | $563,000,000 | $42,000,000 | $605,000,000 |
| 46 | APELLA CAPITAL | $395,536 | $2,357,000,000 | — | $2,357,000,000 |
| 47 | APPLETON PARTNERS, INC. | $1,882,589 | $12,509,801,332 | — | $12,509,801,332 |
| 48 | APRIEM ADVISORS | $430,721 | $1,000,651,437 | $7,235,120 | $1,007,886,557 |
| 49 | ARBOR INVESTMENT ADVISORS | $785,842 | $846,462,635 | $13,248,940 | $859,711,575 |
| 50 | ARGOS CAPITAL PARTNERS, LLC | $1,671,345 | $297,967,976 | $1,050,807,487 | $1,348,775,463 |
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.
