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
1Reinhart Partners, Inc.$939,591$4,834,026,641$17,083,646$4,851,110,287
2Orgel Wealth Management$449,340$2,807,027,739$0$2,807,027,739
3SVA Plumb Wealth Management, LLC$434,443$1,515,563,295$20,193,935$1,535,757,230
4North Star Asset Management Inc$718,327$1,125,505,078$23,818,884$1,149,323,962
5Sadoff Investment Management$1,470,923$850,193,449$0$850,193,449
6Jacobus Wealth Management Inc$827,120$696,164,216$148,325,616$844,489,832
7Diversified Management Inc$646,360$707,434,715$90,173,936$797,608,651
8Schaper Benz & Wise Investment Counsel Inc$1,176,195$583,170,046$2,575,129$585,745,175
9Schenck Investment Solutions LLC$626,635$267,083,282$291,874,994$558,958,276
10PJS Investment Management$968,986$413,473,120$20,632,618$434,105,738
11Wisconsin Capital Management, LLC$3,426,545$410,824,985$360,397$411,185,382
12Brookfield Investment Partners$8,736,167$404,413,670$6,186,183$410,599,853
13Northern Capital Management$1,400,392$357,100,000$0$357,100,000
14Financial Planning and Information Services, Inc.$442,029$305,000,000$0$305,000,000
15Ehlers Investment Partners, LLC$2,605,275$0$302,211,876$302,211,876
16Advisors Management Group Inc$95,960$259,056,957$30,741,790$289,798,747
17John F Suby Wealth Management$1,186,547$264,600,000$0$264,600,000
18Sumnicht & Associates$314,269$187,500,000$74,600,000$262,100,000
19Alberts Investment Management Inc.$1,870,504$45,000,000$215,000,000$260,000,000
21McCarthy Grittinger Financial Group$306,601$136,806,872$71,988,540$208,795,412
22SJA Financial Advisory$221,041$186,650,000$21,350,000$208,000,000
23Milestone Investment Advisors$371,375$190,000,000$9,800,000$199,800,000
24Kyle Financial Services$895,484$187,156,241$0$187,156,241
25Next Generation Wealth Management, Inc.$280,772$184,554,655$1,035,907$185,590,562
26Verus Investment Advisory Group, Inc.$217,977$179,956,000$93,000$180,049,000
27Voyager Capital Management$501,202$178,529,568$399,516$178,929,084
28Cedarpoint Investment Advisors, Inc.$172,578$161,754,193$16,519,107$178,273,300
29WFA Asset Management Corp$418,009$141,000,000$35,400,000$176,400,000
30Financial Service Group Inc$174,278$144,651,000$0$144,651,000
31RMR Financial Advisors$1,123,224$142,649,400$0$142,649,400
32Jacobson & Schmitt Advisors$367,733$137,532,277$0$137,532,277
33Financial Fiduciaries$336,369$136,902,380$0$136,902,380
34Mendota Financial Group$852,377$131,000,000$266,000$131,266,000
35Review Services Inc$651,067$120,447,346$0$120,447,346
36Access Investment Advisors Inc$874,935$111,512,867$3,978,526$115,491,393
37Vestura, LLC$505,241$108,797,000$335,000$109,132,000

Showing 1 to 37 of 37 entries

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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, 2014. (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.