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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.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 1 | Altair Advisers LLC | $7,418,362 | $404,254,499 | $2,429,559,854 | $2,833,814,353 |
| 2 | Gofen And GlossbergLLC | $1,036,977 | $2,608,865,452 | $165,047,787 | $2,773,913,239 |
| 3 | Savant Capital Management | $962,422 | $2,600,828,706 | $49,682,330 | $2,650,511,036 |
| 4 | Rmb Capital Management | $350,343 | $1,957,079,719 | $495,675,070 | $2,452,754,789 |
| 5 | Balasa Dinverno Foltz LLC | $591,092 | $1,896,924,904 | $112,195,479 | $2,009,120,383 |
| 6 | Jmg Financial Group Ltd | $761,596 | $1,265,140,000 | $65,369,000 | $1,330,509,000 |
| 7 | ChesleyTaft & Associates LLC | $929,154 | $941,998,619 | $101,441,043 | $1,043,439,662 |
| 8 | Whitnell & Co | $790,528 | $832,814,000 | $182,224,000 | $1,015,038,000 |
| 9 | Capstone Financial Advisors Inc. | $511,575 | $716,491,146 | $5,341,385 | $721,832,531 |
| 10 | Interocean Capital LLC | $882,888 | $217,170,677 | $399,968,080 | $617,138,757 |
| 11 | Huber Financial | $209,005 | $571,420,551 | N/A | $571,420,551 |
| 12 | Urban Financial Advisory Corporation | $914,462 | $480,730,409 | $58,801,978 | $539,532,387 |
| 13 | Chicago Partners Investment Group LLC | $4,344,559 | $50,801,673 | $448,822,650 | $499,624,323 |
| 14 | Zuckerman Investment Group | $1,034,603 | $474,227,000 | $5,829,000 | $480,056,000 |
| 15 | Promus Capital LLC | $1,122,638 | $106,979,408 | $339,830,677 | $446,810,085 |
| 16 | Botty Investors LLC | $2,897,028 | $351,256,000 | $57,225,000 | $408,481,000 |
| 17 | Arthur M. Cohen & Associates LLC | $473,107 | $389,605,621 | $8,277,695 | $397,883,316 |
| 18 | Astraeus Advisers LLC | $1,300,112 | $118,969,684 | $268,463,767 | $387,433,451 |
| 19 | Leavitt Capital Management Inc. | $829,739 | $326,413,049 | $25,396,385 | $351,809,434 |
| 20 | The Mutual Fund Store | $96,896 | $340,976,770 | N/A | $340,976,770 |
| 21 | Optimum Investment Advisors LLC | $448,418 | $333,174,912 | N/A | $333,174,912 |
| 22 | The Mosaic Financial Group LLC | $672,140 | $40,326,312 | $272,891,081 | $313,217,393 |
| 23 | Wanger Omniwealth LLC | $8,970,588 | $305,000,000 | N/A | $305,000,000 |
| 24 | Aberdeen Wealth Management LLC | $1,263,541 | $223,285,000 | $38,268,000 | $261,553,000 |
| 25 | Moller Financial Services | $327,470 | $242,000,000 | N/A | $242,000,000 |
| 26 | The Mather Group Inc. | $295,013 | $199,894,269 | $15,169,912 | $215,064,181 |
| 27 | Vantage Financial Partners Limited | $299,320 | $209,619,509 | $4,394,259 | $214,013,768 |
| 28 | Keb Asset Management LLC | $251,732 | $114,325,614 | $99,142,734 | $213,468,348 |
| 29 | Ruedi Holder & Associates Inc. | $197,186 | $207,863,939 | $3,124,999 | $210,988,938 |
| 30 | Personal Financial Planning Inc. | $560,000 | $210,000,000 | N/A | $210,000,000 |
| 31 | Gryphon Advisors LLC | $203,087 | $131,456,389 | $65,334,486 | $196,790,875 |
| 32 | The Planning Center Inc. | $189,424 | $193,970,000 | N/A | $193,970,000 |
| 33 | Alley Company LLC | $3,354,378 | $173,359,516 | $17,840,006 | $191,199,522 |
| 34 | Rappaport Reiches Capital Management, | $426,963 | $187,009,959 | N/A | $187,009,959 |
| 35 | Stevens Wealth Management LLC | $1,904,728 | $184,758,607 | N/A | $184,758,607 |
| 36 | Financial Solutions Advisory Group | $425,000 | $160,000,000 | $10,000,000 | $170,000,000 |
| 37 | Mgp Wealth Management LLC | $691,358 | N/A | $168,000,000 | $168,000,000 |
| 38 | Trinity Financial Advisors LLC | $242,325 | $158,722,746 | N/A | $158,722,746 |
| 39 | Kabarec Financial Advisors Ltd | $229,972 | $150,717,761 | $5,662,995 | $156,380,756 |
| 40 | Zimmerman Wealth Management LLC | $294,963 | $151,316,009 | N/A | $151,316,009 |
| 41 | Alex Green Investment Management LLC | $1,122,333 | $148,147,999 | N/A | $148,147,999 |
| 42 | Essex LLC | $173,116 | $111,476,271 | $34,633,845 | $146,110,116 |
| 43 | Dibenedetto & Associates Ltd | $439,173 | $140,974,520 | N/A | $140,974,520 |
| 44 | Schlindwein Associates LLC | $279,912 | $137,257,625 | $1,858,809 | $139,116,434 |
| 45 | Madden Funds Management | $845,611 | $135,297,686 | N/A | $135,297,686 |
| 46 | Hemsley AdvisorsLtd. | $717,432 | N/A | $123,398,302 | $123,398,302 |
| 47 | Hinsdale Associates | $505,485 | $119,800,000 | N/A | $119,800,000 |
| 48 | Heritage Way AdvisorsLLC | $514,440 | $114,205,692 | N/A | $114,205,692 |
| 49 | Ccp Inc. | $349,693 | $114,000,000 | N/A | $114,000,000 |
| 50 | Wheaton Wealth Partners LLC | $557,000 | $38,200,000 | $73,200,000 | $111,400,000 |
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*Methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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.