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.$18,777,823$0$9,989,802,000$9,989,802,000
2Gresham Partners$3,790,210$3,073,501,337$2,448,834,509$5,522,335,846
3Savant Capital Management$1,070,544$4,224,367,522$0$4,224,367,522
4Altair Advisers$6,418,197$812,043,504$2,961,856,565$3,773,900,069
5Gofen and Glossberg$1,251,708$3,516,477,882$249,911,747$3,766,389,629
6RMB Capital Management$268,774$3,187,582,573$471,512,960$3,659,095,533
7Balasa Dinverno Foltz$658,505$2,947,736,799$124,189,167$3,071,925,966
8David Vaughan Investments Inc$1,051,224$1,967,892,000$0$1,967,892,000
9JMG Financial Group Ltd$736,001$1,726,081,000$136,738,000$1,862,819,000
10Chesley, Taft & Associates$1,022,769$1,324,004,319$115,032,171$1,439,036,490
11InterOcean Capital$684,833$640,479,447$610,710,272$1,251,189,719
12Whitnell & Co$763,728$1,046,058,000$109,462,000$1,155,520,000
13The Mosaic Financial Group$1,933,061$735,926,753$346,587,508$1,082,514,261
14Chicago Partners Investment Group$1,130,461$722,747,295$347,799,723$1,070,547,018
15Capstone Financial Advisors Inc$530,944$1,046,646,341$11,525,894$1,058,172,235
16Huber Financial$197,326$836,717,629$127,811,992$964,529,621
17Personal Financial Planning, Inc.$3,853,333$395,000,000$472,000,000$867,000,000
18Astraeus Advisers$1,503,684$367,493,179$441,488,596$808,981,775
19The Mather Group, Inc.$520,519$540,837,030$268,048,856$808,885,886
20Zuckerman Investment Group$1,029,643$741,157,609$15,630,070$756,787,679
21Botty Investors$3,817,199$159,109,398$558,524,049$717,633,447
22Vivaldi Capital Management$867,406$308,618,185$406,123,972$714,742,157
23Urban Financial Advisory Corporation$1,066,626$666,382,071$37,591,264$703,973,335
24Leonetti & Associates$626,629$653,574,113$0$653,574,113
25Arthur M. Cohen & Associates$677,819$525,115,494$54,419,653$579,535,147
26The Planning Center, Inc.$212,588$402,823,707$102,710,294$505,534,001
27Coyle Financial Counsel, Inc.$283,952$425,492,913$59,497,740$484,990,653
28Optimum Investment Advisors$514,598$408,590,642$0$408,590,642
29Keb Asset Management$289,996$303,869,234$96,615,452$400,484,686
30Evanston Advisors$664,886$394,942,000$0$394,942,000
31Aberdeen Wealth Management$809,139$320,202,049$68,184,635$388,386,684
32Port Capital LLC$2,545,836$381,875,394$0$381,875,394
33Vantage Financial Partners Limited$448,008$354,689,273$2,372,763$357,062,036
34Rappaport Reiches Capital Management,$1,458,913$339,926,765$0$339,926,765
35Moller Financial Services$343,906$332,556,801$0$332,556,801
36Barrington Strategic Wealth Management Group$545,598$280,041,606$50,045,099$330,086,705
37Main Street Financial$11,163,237$202,917,687$65,000,000$267,917,687
38Financial Solutions Advisory Group$284,883$246,586,000$14,937,000$261,523,000
39Stevens Wealth Management$517,769$260,955,333$0$260,955,333
40Gryphon Advisors$214,947$181,542,415$77,254,189$258,796,604
41Essex LLC$230,891$213,357,000$23,537,000$236,894,000
42Clune & Associates$462,702$0$229,500,000$229,500,000
43ShankerValleau Wealth Advisors, Inc.$481,627$218,019,595$7,382,020$225,401,615
44Hemsley Advisors, Ltd.$991,289$0$218,083,636$218,083,636
45Zimmerman Wealth Management$381,704$209,173,832$0$209,173,832
46Trinity Financial Advisors$256,346$191,746,827$0$191,746,827
47Schlindwein Associates$328,638$188,439,392$856,264$189,295,656
48Ogrizovich Financial Management, Inc.$232,440$169,185,708$17,928,717$187,114,425
49Hinsdale Associates$766,408$186,237,251$0$186,237,251
50Kabarec Financial Advisors Ltd$214,201$173,792,922$7,206,642$180,999,564
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Showing 1 to 50 of 72 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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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) not one who is an insurance company or agency.

Database last updated on June 6, 2016.