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
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
3Savant Capital Management$1,260,122$4,064,429,713$32,226,214$4,096,655,927
4RMB Capital Management$383,870$2,959,295,301$1,018,367,641$3,977,662,942
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
17Urban Financial Advisory Corporation$1,100,280$647,343,632$42,531,768$689,875,400
18Astraeus Advisers$1,437,517$200,096,747$364,847,301$564,944,048
19Arthur M. Cohen & Associates$616,793$519,241,378$22,303,074$541,544,452
20Promus Capital$642,788$203,695,920$294,464,640$498,160,560
21Irongate International$6,859,254$222,434,499$223,417,028$445,851,527
22The Mosaic Financial Group$931,243$76,861,438$364,547,580$441,409,018
23The Mather Group, Inc.$500,680$279,716,548$155,874,630$435,591,178
24Vivaldi Capital Management$741,637$98,649,000$322,601,000$421,250,000
25Evanston Advisors$749,652$372,577,000$0$372,577,000
26Aberdeen Wealth Management$747,337$286,529,382$71,445,193$357,974,575
27Botty Investors$1,745,990$315,712,114$26,502,000$342,214,114
28Moller Financial Services$402,243$340,700,000$0$340,700,000
29Keb Asset Management$321,424$233,124,552$103,084,786$336,209,338
30Barrington Strategic Wealth Management Group$628,380$280,336,153$48,306,777$328,642,930
31Vantage Financial Partners Limited$319,875$307,586,476$7,170,917$314,757,393
32Optimum Investment Advisors$492,638$313,810,652$0$313,810,652
33Personal Financial Planning, Inc.$2,659,091$292,500,000$0$292,500,000
34Coyle Financial Counsel, Inc.$274,084$267,760,242$20,302,189$288,062,431
35Main Street Financial$11,827,924$219,742,263$52,300,000$272,042,263
36Ruedi Holder & Associates, Inc.$234,430$260,341,360$9,955,957$270,297,317
37Rappaport Reiches Capital Management,$1,424,298$269,192,375$0$269,192,375
38Leavitt Capital Management Inc$752,839$253,197,268$14,813,282$268,010,550
39Financial Solutions Advisory Group$388,646$23,340,000$243,660,000$267,000,000
40Gryphon Advisors$236,895$175,489,396$82,251,996$257,741,392
41Stevens Wealth Management$497,061$252,506,837$0$252,506,837
42The Planning Center, Inc.$230,330$244,610,000$0$244,610,000
43Edge Portfolio Management$526,525$184,892,861$32,035,344$216,928,205
44MGP Wealth Management$754,717$0$200,000,000$200,000,000
45Essex$232,034$167,207,863$30,948,875$198,156,738
46Clune & Associates$494,975$0$197,000,000$197,000,000
47Trinity Financial Advisors$233,268$189,647,180$0$189,647,180
48Ogrizovich Financial Management, Inc.$256,468$168,262,333$20,241,648$188,503,981
49Hemsley Advisors, Ltd.$967,263$0$186,681,663$186,681,663
50Schlindwein Associates$342,029$181,819,036$1,508,676$183,327,712
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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.