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
2Gresham Partners$6,306,287$3,268,654,658$2,381,778,108$5,650,432,766
3RMB Capital Management$423,766$4,632,552,016$589,518,318$5,222,070,334
4Savant Capital Management$1,126,494$4,671,570,623$0$4,671,570,623
5Gofen and Glossberg$1,311,386$3,694,302,811$275,263,127$3,969,565,938
6Altair Advisers$6,259,526$939,606,434$2,916,261,325$3,855,867,759
7Balasa Dinverno Foltz$707,109$3,464,832,063$0$3,464,832,063
8Zacks Investment Management$695,318$3,335,439,162$0$3,335,439,162
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.$533,577$692,997,783$281,847,883$974,845,666
20Whitnell & Co$654,433$821,087,600$119,332,900$940,420,500
21Personal Financial Planning, Inc.$3,978,723$425,000,000$510,000,000$935,000,000
22Vivaldi Capital Management$864,726$430,341,335$420,548,750$850,890,085
23Zuckerman Investment Group$1,166,292$812,300,000$18,100,000$830,400,000
24Astraeus Advisers$1,377,910$378,850,449$442,384,143$821,234,592
25Archpoint Investors$3,366,432$169,410,383$577,937,551$747,347,934
26Urban Financial Advisory Corporation$1,089,632$642,993,991$55,460,091$698,454,082
27Leonetti & Associates$654,992$672,021,697$0$672,021,697
28Port Capital LLC$2,793,907$656,568,055$0$656,568,055
29Promus Capital, LLC$1,294,249$173,957,855$461,518,626$635,476,481
30Arthur M. Cohen & Associates$758,363$548,656,519$82,301,466$630,957,985
31The Planning Center, Inc.$221,960$541,810,098$83,451,600$625,261,698
32Evanston Advisors$794,894$578,682,644$0$578,682,644
33Keb Asset Management$294,828$380,473,738$101,864,329$482,338,067
34Coyle Financial Counsel, Inc.$315,954$453,239,983$27,957,218$481,197,201
35Aberdeen Wealth Management$897,770$367,148,920$70,962,617$438,111,537
36Optimum Investment Advisors$519,741$418,391,220$0$418,391,220
37Rappaport Reiches Capital Management,$424,082$389,731,334$0$389,731,334
38Vantage Financial Partners Limited$465,768$376,464,502$2,670,501$379,135,003
39Moller Financial Services$389,104$350,582,502$0$350,582,502
40TC Wealth Partners, LLC$3,234,717$100,890,541$248,458,869$349,349,410
41Barrington Strategic Wealth Management Group$583,403$288,315,537$60,559,262$348,874,799
42Stevens Wealth Management$527,013$286,694,822$0$286,694,822
43Isto Advisors, LLC$220,516$272,601,235$9,659,411$282,260,646
44Gryphon Advisors$229,833$214,271,987$64,745,771$279,017,758
45Financial Solutions Advisory Group$437,107$275,000,000$3,000,000$278,000,000
46Clune & Associates$483,426$0$266,367,785$266,367,785
47ShankerValleau Wealth Advisors, Inc.$520,485$252,005,495$9,278,159$261,283,654
48Hemsley Advisors, Ltd.$981,863$0$259,211,737$259,211,737
49Essex LLC$220,735$222,466,411$32,703,119$255,169,530
50Zimmerman Wealth Management$422,857$222,422,764$0$222,422,764
Next Page »

Showing 1 to 50 of 82 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 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. 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) nor one who is an insurance company or agency.

Database last updated on June 5, 2017.