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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Capital Strategies Investment Group$48,702,202$700,135,983$6,800,003,096$7,500,139,079
2Gresham Partners$2,339,588$2,396,814,053$2,174,741,204$4,571,555,257
3RMB Capital Management$383,870$2,959,295,301$1,018,367,641$3,977,662,942
4Savant Capital Management$1,180,825$3,835,629,741$31,571,759$3,867,201,500
5Altair Advisers$7,801,333$670,160,959$3,058,876,342$3,729,037,301
6Gofen and Glossberg$1,232,469$3,298,654,232$213,881,903$3,512,536,135
7Balasa Dinverno Foltz$687,831$2,631,488,645$137,717,133$2,769,205,778
8JMG Financial Group Ltd$826,149$1,630,751,000$72,768,000$1,703,519,000
9Chesley, Taft & Associates$1,042,429$1,236,241,816$137,679,132$1,373,920,948
10Strategic Wealth Partners, LLC$436,244$1,044,723,216$214,277,408$1,259,000,624
11Whitnell & Co$824,627$968,263,000$177,968,000$1,146,231,000
12Capstone Financial Advisors Inc$586,126$1,110,855,711$10,990,264$1,121,845,975
13InterOcean Capital$920,511$449,408,059$436,123,422$885,531,481
14Chicago Partners Investment Group$1,216,017$416,395,000$460,353,000$876,748,000
15Huber Financial$207,762$784,923,684$0$784,923,684
16Zuckerman Investment Group$1,203,628$747,766,000$9,316,000$757,082,000
17Astraeus Advisers$1,437,517$200,096,747$364,847,301$564,944,048
18Arthur M. Cohen & Associates$616,793$519,241,378$22,303,074$541,544,452
19Promus Capital$642,788$203,695,920$294,464,640$498,160,560
20Irongate International$6,859,254$222,434,499$223,417,028$445,851,527
21The Mosaic Financial Group$931,243$76,861,438$364,547,580$441,409,018
22The Mather Group, Inc.$500,680$279,716,548$155,874,630$435,591,178
23Vivaldi Capital Management$741,637$98,649,000$322,601,000$421,250,000
24Evanston Advisors$749,652$372,577,000$0$372,577,000
25Aberdeen Wealth Management$747,337$286,529,382$71,445,193$357,974,575
26Botty Investors$1,745,990$315,712,114$26,502,000$342,214,114
27Moller Financial Services$402,243$340,700,000$0$340,700,000
28Keb Asset Management$321,424$233,124,552$103,084,786$336,209,338
29Barrington Strategic Wealth Management Group$628,380$280,336,153$48,306,777$328,642,930
30Vantage Financial Partners Limited$319,875$307,586,476$7,170,917$314,757,393
31Optimum Investment Advisors$492,638$313,810,652$0$313,810,652
32Personal Financial Planning, Inc.$2,659,091$292,500,000$0$292,500,000
33Coyle Financial Counsel, Inc.$274,084$267,760,242$20,302,189$288,062,431
34Ruedi Holder & Associates, Inc.$234,430$260,341,360$9,955,957$270,297,317
35Rappaport Reiches Capital Management,$1,424,298$269,192,375$0$269,192,375
36Leavitt Capital Management Inc$752,839$253,197,268$14,813,282$268,010,550
37Financial Solutions Advisory Group$388,646$23,340,000$243,660,000$267,000,000
38Gryphon Advisors$236,895$175,489,396$82,251,996$257,741,392
39Stevens Wealth Management$497,061$252,506,837$0$252,506,837
40The Planning Center, Inc.$230,330$244,610,000$0$244,610,000
41Edge Portfolio Management$526,525$184,892,861$32,035,344$216,928,205
42MGP Wealth Management$754,717$0$200,000,000$200,000,000
43Essex$232,034$167,207,863$30,948,875$198,156,738
44Clune & Associates$494,975$0$197,000,000$197,000,000
45Trinity Financial Advisors$233,268$189,647,180$0$189,647,180
46Ogrizovich Financial Management, Inc.$256,468$168,262,333$20,241,648$188,503,981
47Hemsley Advisors, Ltd.$967,263$0$186,681,663$186,681,663
48Schlindwein Associates$342,029$181,819,036$1,508,676$183,327,712
49ShankerValleau Wealth Advisors, Inc.$418,751$171,882,779$3,573,779$175,456,558
50Kabarec Financial Advisors Ltd$256,493$166,690,839$7,980,621$174,671,460
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Showing 1 to 50 of 72 entries

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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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2014. (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 regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% 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.