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
1Brownson, Rehmus & Foxworth, Inc.$24,071,544$0$11,241,411,000$11,241,411,000
2RMB Capital Management$579,591$7,448,086,632$778,624,242$8,226,710,874
3Gresham Partners$42,031,046$4,208,007,534$2,727,115,111$6,935,122,645
4Savant Capital Management$1,245,330$5,572,850,428$0$5,572,850,428
5Altair Advisers$7,098,112$1,194,944,857$3,333,650,735$4,528,595,592
6Gofen and Glossberg$1,426,937$4,099,036,839$275,951,310$4,374,988,149
7Zacks Investment Management$906,316$4,201,682,745$0$4,201,682,745
8Balasa Dinverno Foltz$805,320$4,153,839,466$0$4,153,839,466
9David Vaughan Investments Inc$1,186,957$2,582,818,000$0$2,582,818,000
10JMG Financial Group Ltd$945,496$2,424,655,000$153,712,000$2,578,367,000
11Strategic Wealth Partners$578,127$1,973,673,727$97,754,419$2,071,428,146
12Chesley, Taft & Associates$1,131,631$1,589,085,013$171,732,368$1,760,817,381
13Private Vista, LLC$1,416,722$1,562,145,645$135,087,747$1,697,233,392
14Cresset Wealth Advisors$11,874,057$1,686,116,044$0$1,686,116,044
15Interocean Capital, LLC$775,920$1,075,295,788$583,621,069$1,658,916,857
16Chicago Partners Investment Group$934,754$1,265,518,364$365,627,854$1,631,146,218
17The Mather Group, Inc.$317,740$1,170,051,189$309,028,752$1,479,079,941
18Capstone Financial Advisors Inc$632,474$1,363,219,072$7,352,498$1,370,571,570
19Huber Financial$328,248$1,202,847,606$30,053,264$1,232,900,870
20Vivaldi Capital Management$474,241$756,879,692$445,795,701$1,202,675,393
21The Mosaic Financial Group$2,009,644$679,672,416$473,863,409$1,153,535,825
22Port Capital LLC$2,897,147$1,011,104,233$0$1,011,104,233
23Archpoint Investors$4,067,314$184,485,702$795,736,899$980,222,601
24Personal Financial Planning, Inc.$3,978,723$425,000,000$510,000,000$935,000,000
25Astraeus Advisers$1,436,052$414,436,812$488,839,960$903,276,772
26Zuckerman Investment Group$1,059,061$824,683,522$22,564,891$847,248,413
27Urban Financial Advisory Corporation$1,150,052$721,282,152$60,753,509$782,035,661
28Lowery Asset Consulting, LLC$1,680,886$0$736,228,248$736,228,248
29Leonetti & Associates$708,378$712,627,868$0$712,627,868
30The Planning Center, Inc.$266,651$660,274,528$48,483,530$708,758,058
31Promus Capital, LLC$1,651,468$290,722,904$397,939,410$688,662,314
32Arthur M. Cohen & Associates$818,351$645,679,303$0$645,679,303
33Roberts, Glore & Co.$606,179$440,952,419$177,349,986$618,302,405
34Keb Asset Management$373,766$422,021,548$135,637,035$557,658,583
35Mitchell Vaught & Taylor Inc$3,455,101$487,860,990$61,500,053$549,361,043
36Evanston Advisors$849,054$537,451,000$0$537,451,000
37Coyle Financial Counsel, Inc.$376,507$486,656,665$37,064,906$523,721,571
38Grey Street Capital, LLC$2,293,113$467,724,814$16,122,054$483,846,868
39Rappaport Reiches Capital Management,$484,387$466,465,059$0$466,465,059
40Optimum Investment Advisors$571,408$459,412,088$0$459,412,088
41Vantage Financial Partners Limited$538,925$444,107,575$6,972,700$451,080,275
42Moller Financial Services$445,834$421,312,815$0$421,312,815
43TC Wealth Partners, LLC$436,301$412,307,866$7,849,843$420,157,709
44Aberdeen Wealth Management$813,348$403,961,154$5,966,472$409,927,626
45Providence Wealth Advisors$391,176$332,500,000$0$332,500,000
46Clune & Associates$568,517$0$323,486,282$323,486,282
47ShankerValleau Wealth Advisors, Inc.$589,552$307,882,958$11,654,054$319,537,012
48Gryphon Advisors$269,623$246,920,319$64,763,530$311,683,849
49Hemsley Advisors, Ltd.$1,526,953$0$309,971,358$309,971,358
50Financial Solutions Advisory Group$507,414$308,000,000$0$308,000,000
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Showing 1 to 50 of 92 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.

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