Finance & Investment 2026Updated

List of Fiduciary Registered Investment Advisors

A verified database of fee-only fiduciary Registered Investment Advisors (RIAs) across the United States, including AUM, service models, minimum investment thresholds, and specializations—built for high-net-worth individuals and family offices seeking conflict-free wealth management.

Available Data Fields

Firm Name
Headquarters
Assets Under Management
Minimum Investment
Fee Structure
SEC CRD Number
Client Types Served
Number of Advisors
Services Offered
Office Locations
Year Founded
Fiduciary Status
Contact Information

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* Full data requires registration
Firm NameHeadquartersAUMMin. Investment
Moneta Group Investment AdvisorsSt. Louis, MO$42.8B$500,000
Chevy Chase Trust CompanyBethesda, MD$40.3B$1,000,000
Savant Wealth ManagementRockford, IL$38.1B$500,000
EP Wealth AdvisorsTorrance, CA$35.6B$500,000
Plancorp LLCSt. Louis, MO$7.3B$500,000

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Fiduciary RIAs: The Standard for Conflict-Free Wealth Management

With over 15,800 SEC-registered investment advisors in the U.S. managing a combined $144.6 trillion in assets, the advisory landscape is vast—but not all advisors are created equal. Only about 53% of Investment Advisor Representatives operate as truly fee-only fiduciaries, meaning the majority still earn commissions that can create conflicts of interest.

For high-net-worth individuals and family offices, selecting a fiduciary RIA is not just a preference—it is a risk management decision. A fiduciary advisor is legally bound to act in your best interest, while a non-fiduciary advisor may recommend products that generate higher commissions for themselves.

What Makes an RIA a True Fiduciary?

Fee-Only Compensation
The firm earns revenue solely from client-paid fees (typically a percentage of AUM, flat fees, or hourly rates). No commissions, no revenue sharing, no 12b-1 fees.
SEC or State Registration
All RIAs must register with the SEC (if managing over $100 million) or their state securities regulator, and file Form ADV disclosing their business practices, fees, and conflicts of interest.
Legal Fiduciary Duty
Under the Investment Advisers Act of 1940, RIAs owe clients a duty of care and duty of loyalty—a higher standard than the suitability standard applied to broker-dealers.

Industry Scale and Consolidation

The top 20 fee-only RIAs now manage nearly $424 billion in combined AUM, with the entry threshold rising to $10 billion for the first time in 2025. Consolidation is accelerating: firms with $5 billion or more in AUM are driving almost all industry growth through acquisitions.

Metric20232024
SEC-Registered RIAs15,39615,870
Total AUM$128.4T$144.6T
Clients Served64.0M68.4M
Non-Clerical Employees1,006,0001,032,455

How to Verify Fiduciary Status

The SEC's Investment Adviser Public Disclosure (IAPD) database at adviserinfo.sec.gov allows you to look up any RIA by name or CRD number. Review Part 2A of Form ADV (the "brochure") to confirm fee-only status—look for firms that explicitly state they do not receive commissions or sell proprietary products.

Frequently Asked Questions

Q.How do you verify that each RIA on the list is a true fiduciary?

Our AI crawls SEC Form ADV filings, cross-references compensation disclosures, and confirms that each firm operates on a fee-only basis with no commission income. Only firms that meet strict fee-only fiduciary criteria are included.

Q.Can I filter RIAs by minimum investment requirement?

Yes. You can specify your investable asset range, and the dataset will return only fiduciary RIAs whose minimum investment thresholds match your situation—from no-minimum firms to those serving ultra-high-net-worth clients.

Q.Does the data include RIA branch offices or only headquarters?

The dataset captures both headquarters and branch office locations as reported in SEC filings, so you can find fiduciary RIAs with offices near you regardless of where the firm is headquartered.

Q.How current is the AUM and staffing data?

Data is gathered at the time of your request by crawling publicly available sources including SEC IAPD filings, firm websites, and industry databases. It reflects the most recently published figures rather than a static snapshot.