Compare advisor fees
Fee data is extracted from Form ADV Part 2 brochure filings with the SEC. All advisors shown below are verified fee-only.
Lowest fee-only advisors
Ranked by typical AUM-based fee percentage. Lower is not always better — consider services included, minimums, and specialization.
#FirmFeeMinimumAUMLocation
1APTUS CAPITAL ADVISORS, LLC0.01%--$9.9BFairhope, Alabama2ENVESTNET PMC0.02%$100M$532.2BChicago, Illinois3NED DAVIS RESEARCH, INC.0.04%--$2MSarasota, Florida4HENRICKSON NAUTA WEALTH ADVISORS, INC.0.10%--$805MBelmont, Michigan5STONE ISLAND FINANCIAL PLANNING0.10%--$137MNaperville, Illinois6MERCER GLOBAL ADVISORS INC.0.10%--$60.3BDenver, Colorado7THE GENWEALTH GROUP, INC.0.10%--$484MMaplewood, New Jersey8INSPIRE INVESTING, LLC0.10%--$2.9BMeridian, Idaho9HUB INVESTMENT PARTNERS, LLC0.10%--$9.0BAustin, Texas10ADVUS FINANCIAL PARTNERS, LLC0.10%--$3.1BWinter Park, Florida11ARTA FINANCE0.10%--$123MMountain View, California12LEGACY CAPITAL0.10%--$194MThe Woodlands, Texas13PARADIGM INSTITUTIONAL INVESTORS0.10%--$190MDallas, Texas14NAVITER WEALTH, LLC0.12%--$1.5BLittle Rock, Arkansas15VIRTUS WEALTH SOLUTIONS0.12%$100M$501MCranford, New Jersey16HG VORA CAPITAL MANAGEMENT, LLC0.13%--$7.6BNew York, New York17NEW AGE ALPHA0.13%--$2.5BRye, New York18VALLEY WEALTH MANAGERS, INC.0.14%--$2.3BParamus, New Jersey19YHB INVESTMENT ADVISORS INC0.15%--$2.0BWest Hartford, Connecticut20ARIN RISK ADVISORS LLC0.15%--$5.0BConshohocken, PennsylvaniaLargest fee-only firms by AUM
Firms managing the most client assets while operating on a fee-only compensation model.
#FirmAUMFeeClientsLocation
1VANGUARD GROUP INC$10.2T--212Malvern, Pennsylvania2FIDELITY MANAGEMENT & RESEARCH COMPANY LLC$4.7T--36,290Boston, Massachusetts3CAPITAL RESEARCH AND MANAGEMENT COMPANY$3.8T--22,833Los Angeles, California4BLACKROCK FUND ADVISORS$3.5T--541San Francisco, California5PACIFIC INVESTMENT MANAGEMENT COMPANY LLC$3.0T--2,793Newport Beach, California6J.P. MORGAN INVESTMENT MANAGEMENT INC.$3.0T0.80%114,499New York, New York7GOLDMAN SACHS ASSET MANAGEMENT, L.P.$2.1T--220,874New York, New York8T. ROWE PRICE ASSOCIATES, INC.$1.9T--5,924Baltimore, Maryland9CHARLES SCHWAB INVESTMENT MANAGEMENT, INC$1.4T--843,555Lone Tree, Colorado10GEODE CAPITAL MANAGEMENT, LLC$1.4T--166Boston, Massachusetts11BLACKROCK FINANCIAL MANAGEMENT, INC$1.3T--2,269New York, New York12WELLINGTON MANAGEMENT COMPANY LLP$1.3T--1,540Boston, Massachusetts13SSGA FUNDS MANAGEMENT, INC.$1.2T--270Boston, Massachusetts14NORTHERN TRUST INVESTMENTS, INCORPORATED$1.1T--41,475Chicago, Illinois15CAPTRUST$1.1T--127,387Raleigh, North Carolina16STRATEGIC ADVISERS LLC$1.1T--2,486,631Boston, Massachusetts17PGIM, INC.$1.0T--927Newark, New Jersey18BLACKROCK ADVISORS, LLC$959.0B--299New York, New York19INVESCO CAPITAL MANAGEMENT LLC$934.6B--452Downers Grove, Illinois20DIMENSIONAL FUND ADVISORS LP$835.7B--1,611Austin, TexasFee comparison methodology
Fee percentages shown are the “typical” AUM-based fee extracted from each firm's Form ADV Part 2 brochure. Most firms use a tiered schedule — the rate shown is usually for the first $1M of assets. Actual fees may be lower for larger accounts or higher for smaller ones. Flat-fee and hourly-rate advisors may show no percentage. Always confirm fees directly with the advisor before engaging.