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
20Paulahogan$317,109$0$215,000,000$215,000,000
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

Page 1