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.$818,600$4,366,810,000$120,754,000$4,487,564,000
2Orgel Wealth Management$419,613$2,553,170,672$269,568,341$2,822,739,013
3North Star Asset Management Inc.$634,907$938,650,842$21,963,306$960,614,148
4Jacobus Wealth Management Inc.$744,098$528,599,548$179,781,284$708,380,832
5Diversified Management Inc.$554,450$530,334,085$131,124,317$661,458,402
6Sadoff Investment Management$1,157,713$637,900,000$0$637,900,000
7Schaper Benz & Wise Investment Counsel Inc.$970,611$468,741,897$2,004,452$470,746,349
8Marietta Investment Partners$660,938$343,070,634$9,209,557$352,280,191
9Northern Capital Management$1,249,219$319,800,000$0$319,800,000
10Sumnicht & Associates$208,059$202,900,000$94,000,000$296,900,000
11Brookfield Investment Partners$6,362,435$279,610,249$6,699,320$286,309,569
12Financial Planning And Information Services Inc.$383,582$257,000,000$0$257,000,000
13Advisors Management Group Inc.$84,305$221,281,514$16,035,677$237,317,191
14McCarthy Grittinger Weil Financial Group$273,054$116,380,487$118,445,990$234,826,477
15Alberts Investment Management Inc.$1,634,328$54,000,000$165,000,000$219,000,000
17John F. Suby Wealth Management$927,700$197,600,000$0$197,600,000
18WFA Asset Management Corp.$374,319$37,365,700$121,719,800$159,085,500
19Verus Investment Advisory Group Inc.$220,480$155,862,750$236,740$156,099,490
20Kyle Financial Services$845,104$154,653,988$0$154,653,988
21Cedarpoint Investment Advisors Inc.$153,203$133,066,416$14,161,405$147,227,821
22Poehling Capital Management Inc.$151,712$122,773,760$14,222,535$136,996,295
23SJA Financial Advisory$307,124$108,000,000$17,921,000$125,921,000
24Financial Service Group Inc.$679,951$123,751,152$0$123,751,152
25Mendota Financial Group$751,218$117,000,000$190,000$117,190,000
26Review Services Inc.$609,346$0$112,729,000$112,729,000
27Jacobson & Schmitt Advisors$358,822$112,670,119$0$112,670,119
28Next Generation Wealth Management Inc.$321,512$108,196,288$1,439,393$109,635,681
29Financial Fiduciaries$296,582$107,956,000$0$107,956,000
30Access Investment Advisors Inc.$235,645$95,287,672$10,988,191$106,275,863
31RMR Financial Advisors$908,843$104,060,000$457,000$104,517,000

Showing 1 to 31 of 31 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, 2012. (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.