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.$22,578,303$0$10,273,128,000$10,273,128,000
2RMB Capital Management$550,564$6,599,840,429$684,672,490$7,284,512,919
3Gresham Partners$6,306,287$3,268,654,658$2,381,778,108$5,650,432,766
4Savant Capital Management$1,242,031$5,359,364,571$0$5,359,364,571
5Zacks Investment Management$906,316$4,201,682,745$0$4,201,682,745
6Gofen and Glossberg$1,311,386$3,694,302,811$275,263,127$3,969,565,938
7Altair Advisers$6,259,526$939,606,434$2,916,261,325$3,855,867,759
8Balasa Dinverno Foltz$707,109$3,464,832,063$0$3,464,832,063
9David Vaughan Investments Inc$1,092,960$2,216,522,000$0$2,216,522,000
10JMG Financial Group Ltd$805,170$1,937,946,000$149,859,000$2,087,805,000
11William Harris Investors, Inc.$3,889,465$1,604,085,653$25,599,979$1,629,685,632
12Chesley, Taft & Associates$1,035,897$1,379,326,370$158,980,372$1,538,306,742
13Strategic Wealth Partners$544,213$1,343,972,789$182,545,763$1,526,518,552
14Interocean Capital, LLC$741,965$749,726,161$516,807,694$1,266,533,855
15Huber Financial$279,160$1,032,774,172$187,711,538$1,220,485,710
16Chicago Partners Investment Group$619,001$841,362,773$371,260,813$1,212,623,586
17The Mosaic Financial Group$2,033,629$785,853,792$385,516,473$1,171,370,265
18Capstone Financial Advisors Inc$554,714$1,139,771,497$6,821,825$1,146,593,322
19The Mather Group, Inc.$446,939$854,756,342$247,394,156$1,102,150,498
20Personal Financial Planning, Inc.$3,978,723$425,000,000$510,000,000$935,000,000
21Vivaldi Capital Management$864,726$430,341,335$420,548,750$850,890,085
22Zuckerman Investment Group$1,166,292$812,300,000$18,100,000$830,400,000
23Astraeus Advisers$1,377,910$378,850,449$442,384,143$821,234,592
24Urban Financial Advisory Corporation$1,150,052$721,282,152$60,753,509$782,035,661
25Archpoint Investors$3,366,432$169,410,383$577,937,551$747,347,934
26Leonetti & Associates$671,717$677,762,897$0$677,762,897
27Port Capital LLC$2,793,907$656,568,055$0$656,568,055
28Promus Capital, LLC$1,294,249$173,957,855$461,518,626$635,476,481
29Arthur M. Cohen & Associates$758,363$548,656,519$82,301,466$630,957,985
30The Planning Center, Inc.$221,960$541,810,098$83,451,600$625,261,698
31AHC Advisors, Inc.$3,740,272$33,165,182$572,758,945$605,924,127
32Evanston Advisors$794,894$578,682,644$0$578,682,644
33Roberts, Glore & Co.$559,113$399,452,099$170,843,224$570,295,323
34Keb Asset Management$294,828$380,473,738$101,864,329$482,338,067
35Coyle Financial Counsel, Inc.$315,954$453,239,983$27,957,218$481,197,201
36Aberdeen Wealth Management$897,770$367,148,920$70,962,617$438,111,537
37Optimum Investment Advisors$519,741$418,391,220$0$418,391,220
38Rappaport Reiches Capital Management,$424,082$389,731,334$0$389,731,334
39Vantage Financial Partners Limited$465,768$376,464,502$2,670,501$379,135,003
40Moller Financial Services$389,104$350,582,502$0$350,582,502
41TC Wealth Partners, LLC$3,234,717$100,890,541$248,458,869$349,349,410
42Barrington Strategic Wealth Management Group$583,403$288,315,537$60,559,262$348,874,799
43Stevens Wealth Management$527,013$286,694,822$0$286,694,822
44Isto Advisors, LLC$220,516$272,601,235$9,659,411$282,260,646
45Gryphon Advisors$229,833$214,271,987$64,745,771$279,017,758
46Financial Solutions Advisory Group$437,107$275,000,000$3,000,000$278,000,000
47Clune & Associates$483,426$0$266,367,785$266,367,785
48ShankerValleau Wealth Advisors, Inc.$520,485$252,005,495$9,278,159$261,283,654
49Hemsley Advisors, Ltd.$981,863$0$259,211,737$259,211,737
50Essex LLC$220,735$222,466,411$32,703,119$255,169,530
Next Page »

Showing 1 to 50 of 88 entries

Page 1 | 2

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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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) nor one who is an insurance company or agency.

Database last updated on December 11, 2017.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.