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.$983,368$4,834,026,641$244,083,646$5,078,110,287
2Orgel Wealth Management$435,142$2,698,843,249$918,926,499$3,617,769,748
3North Star Asset Management Inc$718,327$1,125,505,078$23,818,884$1,149,323,962
4Sadoff Investment Management$1,470,923$850,193,449$0$850,193,449
5Jacobus Wealth Management Inc$827,120$696,164,216$148,325,616$844,489,832
6Diversified Management Inc$646,360$707,434,715$90,173,936$797,608,651
7Schaper Benz & Wise Investment Counsel Inc$1,176,195$583,170,046$2,575,129$585,745,175
8PJS Investment Management$968,986$413,473,120$20,632,618$434,105,738
9Brookfield Investment Partners$8,736,167$404,413,670$6,186,183$410,599,853
10Northern Capital Management$1,400,392$357,100,000$0$357,100,000
11Financial Planning and Information Services, Inc.$442,029$305,000,000$0$305,000,000
12Advisors Management Group Inc$95,960$259,056,957$30,741,790$289,798,747
13John F Suby Wealth Management$1,186,547$264,600,000$0$264,600,000
14Sumnicht & Associates$314,269$187,500,000$74,600,000$262,100,000
15Alberts Investment Management Inc.$1,870,504$45,000,000$215,000,000$260,000,000
16Paulahogan$317,109$0$215,000,000$215,000,000
17McCarthy Grittinger Financial Group$306,601$136,806,872$71,988,540$208,795,412
18SJA Financial Advisory$221,041$186,650,000$21,350,000$208,000,000
19Milestone Investment Advisors$371,375$190,000,000$9,800,000$199,800,000
20Kyle Financial Services$895,484$187,156,241$0$187,156,241
21Next Generation Wealth Management, Inc.$280,772$184,554,655$1,035,907$185,590,562
22Verus Investment Advisory Group, Inc.$217,977$179,956,000$93,000$180,049,000
23Voyager Capital Management$501,202$178,529,568$399,516$178,929,084
24WFA Asset Management Corp$418,009$141,000,000$35,400,000$176,400,000
25Cedarpoint Investment Advisors, Inc.$169,293$148,524,659$16,705,611$165,230,270
26Financial Service Group Inc$174,278$144,651,000$0$144,651,000
27RMR Financial Advisors$1,123,224$142,649,400$0$142,649,400
28Jacobson & Schmitt Advisors$367,733$137,532,277$0$137,532,277
29Financial Fiduciaries$336,369$136,902,380$0$136,902,380
30Mendota Financial Group$852,377$131,000,000$266,000$131,266,000
31Review Services Inc$651,067$120,447,346$0$120,447,346
32Access Investment Advisors Inc$874,935$111,512,867$3,978,526$115,491,393

Showing 1 to 32 of 32 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 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.