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
3RMB Capital Management$369,968$4,147,420,311$574,855,887$4,722,276,198
4Savant Capital Management$1,070,544$4,220,000,000$0$4,220,000,000
5Altair Advisers$6,418,197$812,043,504$2,961,856,565$3,773,900,069
6Gofen and Glossberg$1,251,708$3,516,477,882$249,911,747$3,766,389,629
7Zacks Investment Management$695,318$3,335,439,162$0$3,335,439,162
8Balasa Dinverno Foltz$658,505$2,947,736,799$124,189,167$3,071,925,966
9David Vaughan Investments Inc$1,051,224$1,967,892,000$0$1,967,892,000
10JMG Financial Group Ltd$736,001$1,726,081,000$136,738,000$1,862,819,000
11Chesley, Taft & Associates$1,022,769$1,324,004,319$115,032,171$1,439,036,490
12InterOcean Capital$684,833$640,479,447$610,710,272$1,251,189,719
13Whitnell & Co$763,728$1,046,058,000$109,462,000$1,155,520,000
14The Mosaic Financial Group$1,933,061$735,926,753$346,587,508$1,082,514,261
15Chicago Partners Investment Group$1,130,461$722,747,295$347,799,723$1,070,547,018
16Capstone Financial Advisors Inc$530,944$1,046,646,341$11,525,894$1,058,172,235
17Huber Financial$197,326$836,717,629$127,811,992$964,529,621
18Personal Financial Planning, Inc.$3,853,333$395,000,000$472,000,000$867,000,000
19Astraeus Advisers$1,503,684$367,493,179$441,488,596$808,981,775
20The Mather Group, Inc.$520,519$540,837,030$268,048,856$808,885,886
21Vivaldi Capital Management$842,469$342,815,771$444,892,277$787,708,048
22Zuckerman Investment Group$1,029,643$741,157,609$15,630,070$756,787,679
23Botty Investors$3,817,199$159,109,398$558,524,049$717,633,447
24Urban Financial Advisory Corporation$1,089,632$642,993,991$55,460,091$698,454,082
25Leonetti & Associates$626,629$653,574,113$0$653,574,113
26Arthur M. Cohen & Associates$677,819$525,115,494$54,419,653$579,535,147
27Port Capital LLC$2,878,824$541,218,883$0$541,218,883
28The Planning Center, Inc.$212,588$402,823,707$102,710,294$505,534,001
29Coyle Financial Counsel, Inc.$283,952$425,492,913$59,497,740$484,990,653
30Optimum Investment Advisors$514,598$408,590,642$0$408,590,642
31Keb Asset Management$289,996$303,869,234$96,615,452$400,484,686
32Evanston Advisors$664,886$394,942,000$0$394,942,000
33Aberdeen Wealth Management$809,139$320,202,049$68,184,635$388,386,684
34Vantage Financial Partners Limited$448,008$354,689,273$2,372,763$357,062,036
35Rappaport Reiches Capital Management,$1,458,913$339,926,765$0$339,926,765
36Moller Financial Services$343,906$332,556,801$0$332,556,801
37Barrington Strategic Wealth Management Group$545,598$280,041,606$50,045,099$330,086,705
38Main Street Financial$11,163,237$202,917,687$65,000,000$267,917,687
39Financial Solutions Advisory Group$284,883$246,586,000$14,937,000$261,523,000
40Stevens Wealth Management$517,769$260,955,333$0$260,955,333
41Gryphon Advisors$214,947$181,542,415$77,254,189$258,796,604
42Essex LLC$230,891$213,357,000$23,537,000$236,894,000
43Clune & Associates$462,702$0$229,500,000$229,500,000
44ShankerValleau Wealth Advisors, Inc.$481,627$218,019,595$7,382,020$225,401,615
45Hemsley Advisors, Ltd.$991,289$0$218,083,636$218,083,636
46Zimmerman Wealth Management$381,704$209,173,832$0$209,173,832
47Trinity Financial Advisors$256,346$191,746,827$0$191,746,827
48Schlindwein Associates$328,638$188,439,392$856,264$189,295,656
49Ogrizovich Financial Management, Inc.$232,440$169,185,708$17,928,717$187,114,425
50Hinsdale Associates$766,408$186,237,251$0$186,237,251
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Showing 1 to 50 of 73 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.