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.$18,895,276$0$10,127,868,000$10,127,868,000
2Gresham Partners$2,324,474$2,738,916,179$2,019,282,141$4,758,198,320
3Savant Capital Management$1,217,136$4,089,030,755$30,975,975$4,120,006,730
4Altair Advisers$7,119,979$795,600,372$3,255,667,612$4,051,267,984
5Gofen and Glossberg$1,289,264$3,518,102,363$228,499,514$3,746,601,877
6RMB Capital Management$381,931$3,136,709,648$517,601,463$3,654,311,111
7Balasa Dinverno Foltz$720,441$3,063,118,693$145,004,078$3,208,122,771
8JMG Financial Group Ltd$853,675$1,732,973,000$126,332,000$1,859,305,000
9Chesley, Taft & Associates$1,080,773$1,326,620,177$129,180,602$1,455,800,779
10Whitnell & Co$838,290$1,111,627,000$128,204,000$1,239,831,000
11InterOcean Capital$911,736$657,210,160$564,516,291$1,221,726,451
12Capstone Financial Advisors Inc$568,973$1,197,030,283$12,606,137$1,209,636,420
13Chicago Partners Investment Group$1,166,173$722,747,295$347,799,723$1,070,547,018
14Relative Value Partners$1,105,431$1,000,414,968$0$1,000,414,968
15Huber Financial$282,982$832,230,548$16,432,022$848,662,570
16Personal Financial Planning, Inc.$2,112,500$345,000,000$500,000,000$845,000,000
17Zuckerman Investment Group$1,127,072$803,000,000$13,000,000$816,000,000
18Astraeus Advisers$1,579,346$248,212,392$471,969,471$720,181,863
19Botty Investors$3,909,623$175,028,368$516,974,984$692,003,352
20Leonetti & Associates$605,740$631,786,540$0$631,786,540
21The Mather Group, Inc.$512,484$395,541,819$230,201,280$625,743,099
22Arthur M. Cohen & Associates$675,173$556,674,654$36,802,841$593,477,495
23Vivaldi Capital Management$728,045$107,364,486$424,108,222$531,472,708
24The Mosaic Financial Group$968,038$98,125,694$401,381,702$499,507,396
25Coyle Financial Counsel, Inc.$298,399$333,384,431$70,051,684$403,436,115
26Aberdeen Wealth Management$772,769$319,894,241$71,899,763$391,794,004
27Keb Asset Management$356,199$290,816,851$99,932,977$390,749,828
28Evanston Advisors$678,912$385,621,745$0$385,621,745
29The Planning Center, Inc.$235,757$370,846,251$0$370,846,251
30Moller Financial Services$402,400$363,770,000$0$363,770,000
31Optimum Investment Advisors$500,718$354,508,420$0$354,508,420
32Vantage Financial Partners Limited$452,003$340,623,092$4,707,103$345,330,195
33Barrington Strategic Wealth Management Group$573,289$279,717,610$49,923,549$329,641,159
34Rappaport Reiches Capital Management,$1,517,509$320,194,399$0$320,194,399
35Main Street Financial$12,201,018$215,623,404$65,000,000$280,623,404
36Financial Solutions Advisory Group$448,878$249,973,423$20,251,399$270,224,822
37Gryphon Advisors$223,971$179,189,366$81,736,431$260,925,797
38Stevens Wealth Management$548,681$257,880,300$0$257,880,300
39Ayers Capital$1,166,097$203,852,001$39,862,229$243,714,230
40Edge Portfolio Management$565,360$185,508,547$53,073,552$238,582,099
41ShankerValleau Wealth Advisors, Inc.$503,608$224,112,211$5,029,221$229,141,432
42Essex LLC$236,628$179,313,503$45,719,767$225,033,270
43Clune & Associates$461,895$0$219,400,000$219,400,000
44Hemsley Advisors, Ltd.$1,029,635$0$217,252,899$217,252,899
45Zimmerman Wealth Management$452,708$213,678,074$0$213,678,074
46Trinity Financial Advisors$288,572$210,080,068$0$210,080,068
47Ogrizovich Financial Management, Inc.$250,897$177,100,000$18,600,000$195,700,000
48Kabarec Financial Advisors Ltd$266,673$179,172,173$12,832,082$192,004,255
49Schlindwein Associates$340,798$187,246,290$2,237,197$189,483,487
50MGP Wealth Management$128,073$0$174,563,724$174,563,724
Next Page »

Showing 1 to 50 of 71 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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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 11, 2015.