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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 | Reinhart Partners Inc. | $905,349 | $3,789,414,000 | $24,822,000 | $3,814,236,000 |
| 2 | North Star Asset Management Inc. | $600,882 | $847,360,796 | $17,308,785 | $864,669,581 |
| 3 | Diversified Management Inc. | $513,318 | $446,569,912 | $160,685,101 | $607,255,013 |
| 4 | Jacobus Wealth Management Inc. | $646,615 | $426,984,369 | $165,961,554 | $592,945,923 |
| 5 | Sadoff Investment Management LLC | $1,086,924 | $590,200,000 | N/A | $590,200,000 |
| 6 | Schaper Benz & Wise Investment Counsel Inc. | $893,471 | $416,357,311 | N/A | $416,357,311 |
| 7 | Marietta Investment Partners LLC | $732,790 | $340,747,396 | N/A | $340,747,396 |
| 8 | Sumnicht & Associates LLC | $195,634 | $180,300,000 | $97,500,000 | $277,800,000 |
| 9 | Brookfield Investment Partners LLC | $6,283,190 | $258,554,129 | $11,623,024 | $270,177,153 |
| 10 | Financial Planning And Information Services Inc. | $359,746 | $227,000,000 | N/A | $227,000,000 |
| 11 | Alberts Investment Management Inc. | $2,208,084 | $45,083,301 | $180,141,310 | $225,224,611 |
| 12 | Mccarthy Grittinger Weil Financial Group LLC | $257,576 | N/A | $208,378,708 | $208,378,708 |
| 13 | Advisors Management Group Inc. | $61,860 | $187,288,996 | $11,713,956 | $199,002,952 |
| 14 | Paulahogan | $291,817 | N/A | $178,008,361 | $178,008,361 |
| 15 | John F Suby Wealth Management LLC | $821,869 | $157,798,937 | N/A | $157,798,937 |
| 16 | Verus Investment Advisory Group Inc. | $196,790 | $141,813,644 | $72,189 | $141,885,833 |
| 17 | Wfa Asset Management Corp | $334,322 | $36,260,943 | $103,485,800 | $139,746,743 |
| 18 | Kyle Financial Services | $1,030,666 | $132,955,908 | N/A | $132,955,908 |
| 19 | Cedarpoint Investment Advisors Inc. | $133,687 | $106,981,691 | $10,529,179 | $117,510,870 |
| 20 | Review Services Inc. | $558,399 | N/A | $107,771,000 | $107,771,000 |
| 21 | Mendota Financial Group LLC | $762,950 | $106,000,000 | $50,000 | $106,050,000 |
| 22 | Financial Service Group Inc. | $614,998 | $105,164,701 | N/A | $105,164,701 |
| 23 | Access Investment Advisors Inc. | $240,991 | $92,747,719 | $11,601,399 | $104,349,118 |
| 24 | Poehling Capital Management Inc. | $129,966 | $94,979,325 | $7,564,099 | $102,543,424 |
| 25 | Jacobson & Schmitt Advisors LLC | $339,714 | $102,253,868 | N/A | $102,253,868 |
Showing 1 to 25 of 25 entries
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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.