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
1Altair Advisers$7,413,789$514,808,427$2,836,224,030$3,351,032,457
2Gofen and Glossberg$1,086,824$2,829,534,649$166,838,114$2,996,372,763
3Savant Capital Management$1,021,397$2,881,130,579$28,828,763$2,909,959,342
4RMB Capital Management$277,503$2,383,270,486$274,102,499$2,657,372,985
5Balasa Dinverno Foltz$633,221$2,183,560,727$121,995,876$2,305,556,603
6JMG Financial Group $808,360$1,462,722,000$69,928,000$1,532,650,000
7Chesley, Taft & Associates$962,534$1,063,298,679$114,843,073$1,178,141,752
8Whitnell & Co.$791,848$879,313,000$165,926,000$1,045,239,000
9Capstone Financial Advisors Inc.$580,067$909,483,352$9,342,990$918,826,342
10Interocean Capital$888,685$263,802,658$420,485,080$684,287,738
11Zuckerman Investment Group$1,074,410$585,000,000$7,000,000$592,000,000
12Urban Financial Advisory Corp.$1,127,598$559,697,868$30,036,040$589,733,908
13Chicago Partners Investment Group$3,638,592$88,951,912$471,391,239$560,343,151
14Arthur M. Cohen & Associates$598,981$488,783,415$20,350,424$509,133,839
15Astraeus Advisers$1,184,274$131,183,969$280,943,433$412,127,402
16The Mosaic Financial Group$781,139$63,982,658$311,745,055$375,727,713
17Vivaldi Capital Management$743,849$77,192,000$283,575,000$360,767,000
18Botty Investors$2,019,348$300,948,094$26,186,264$327,134,358
19Evanston Advisors$707,463$317,651,000$0$317,651,000
20Optimum Investment Advisors$457,431$317,000,000$0$317,000,000
21Aberdeen Wealth Management$650,996$264,254,378$50,827,893$315,082,271
22Leavitt Capital Management Inc.$766,132$281,982,925$18,340,767$300,323,692
23Moller Financial Services$334,541$277,000,000$0$277,000,000
24Coyle Financial Counsel Inc.$245,496$242,162,229$30,337,901$272,500,130
25Vantage Financial Partners $360,487$255,700,192$2,408,285$258,108,477
26KEB Asset Management$294,878$159,705,470$94,479,648$254,185,118
27Financial Solutions Advisory Group$387,302$233,000,000$11,000,000$244,000,000
28The Mather Group Inc.$280,460$228,000,000$16,000,000$244,000,000
29Personal Financial Planning Inc.$634,211$241,000,000$0$241,000,000
30Stevens Wealth Management$2,044,035$226,887,846$0$226,887,846
31Ruedi Holder & Associates Inc.$201,723$221,508,900$3,008,890$224,517,790
32Gryphon Advisors$215,415$150,900,177$73,131,517$224,031,694
33Main Street Financial$11,789,474$224,000,000$0$224,000,000
34Promus Capital$243,962$190,645,000$30,141,000$220,786,000
35Rappaport Reiches Capital Management$1,278,578$218,636,902$0$218,636,902
36The Planning Center Inc.$203,204$214,177,346$0$214,177,346
37Madison Family Advisors Inc.$4,142,857$203,000,000$0$203,000,000
38Vennwell$325,740$185,671,695$0$185,671,695
39MGP Wealth Management$755,102$0$185,000,000$185,000,000
40Trinity Financial Advisors$244,019$173,497,837$0$173,497,837
41Ogrizovich Financial Management Inc.$258,797$150,600,000$21,500,000$172,100,000
42Providence Wealth Advisors$459,459$170,000,000$0$170,000,000
43Kabarec Financial Advisors $240,586$161,315,196$7,576,244$168,891,440
44Essex$196,234$125,791,577$38,259,762$164,051,339
45Zimmerman Wealth Management$294,997$157,823,454$0$157,823,454
46Alex Green Investment Management$1,313,946$157,673,530$0$157,673,530
47Schlindwein Associates$298,283$150,053,037$3,861,106$153,914,143
48Madden Funds Management$912,770$150,607,000$0$150,607,000
49Hemsley Advisors, $851,939$0$143,125,790$143,125,790
50Dibenedetto & Associates $237,064$142,238,386$0$142,238,386
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Showing 1 to 50 of 64 entries

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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 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, 2012. (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.