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.$967,313$5,357,290,052$19,034,811$5,376,324,863
2Orgel Wealth Management$376,291$3,070,533,222$0$3,070,533,222
3North Star Asset Management Inc$712,717$1,174,812,497$25,402,559$1,200,215,056
4Sadoff Investment Management$887,064$997,947,325$0$997,947,325
5Jacobus Wealth Management Inc$832,804$739,933,022$145,337,511$885,270,533
6Diversified Management Inc$636,807$734,712,102$108,419,798$843,131,900
8Filbrandt Investment Advisers Incorporated$2,011,366$706,396,601$1,604,287$708,000,888
9Schaper Benz & Wise Investment Counsel Inc$1,219,088$626,106,976$6,599,780$632,706,756
10Schenck Investment Solutions LLC$667,435$275,134,964$303,531,422$578,666,386
11Brookfield Investment Partners$12,607,810$524,652,092$4,875,936$529,528,028
12PJS Investment Management$957,147$428,237,756$20,664,164$448,901,920
13Ellenbecker Investment Group$177,812$422,304,379$0$422,304,379
14Summit Planning Group Llc$191,729$412,600,000$0$412,600,000
15Northern Capital Management$1,449,813$387,100,000$0$387,100,000
16Financial Planning and Information Services, Inc.$450,667$338,000,000$0$338,000,000
17Milestone Investment Advisors$356,911$315,000,000$15,500,000$330,500,000
18Advisors Management Group Inc$97,633$272,517,353$32,584,905$305,102,258
19John F Suby Wealth Management$1,086,614$276,000,000$0$276,000,000
20Alberts Investment Management Inc.$1,917,857$54,500,000$214,000,000$268,500,000
21Sumnicht & Associates$342,031$195,000,000$71,100,000$266,100,000
22SJA Financial Advisory$1,282,178$246,000,000$13,000,000$259,000,000
24McCarthy Grittinger Financial Group$318,785$156,154,323$62,850,770$219,005,093
25Next Generation Wealth Management, Inc.$297,107$206,771,707$1,797,577$208,569,284
26Voyager Capital Management$568,410$195,617,081$1,621,156$197,238,237
27Kyle Financial Services$895,950$196,213,069$0$196,213,069
28Verus Investment Advisory Group, Inc.$227,092$190,205,571$97,888$190,303,459
29WFA Asset Management Corp$444,278$153,961,004$34,857,306$188,818,310
30Cedarpoint Investment Advisors, Inc.$507,739$163,449,209$17,813,725$181,262,934
31RMR Financial Advisors$1,248,252$158,528,000$0$158,528,000
32Financial Service Group Inc$190,996$157,190,000$0$157,190,000
33Mendota Financial Group$957,319$153,000,000$171,000$153,171,000
34Financial Fiduciaries$331,159$145,710,027$0$145,710,027
35Jacobson & Schmitt Advisors$371,024$144,699,448$0$144,699,448
36Access Investment Advisors Inc$260,781$113,472,053$9,877,283$123,349,336
37Review Services Inc$651,067$0$120,447,346$120,447,346
38Shakespeare Wealth Management$283,611$114,295,326$0$114,295,326
39Thun Financial Advisors$967,458$0$113,192,572$113,192,572
40Vestura, LLC$499,531$111,554,000$341,000$111,895,000
41Copper Harbor Investment Advisors$4,416,667$106,000,000$0$106,000,000

Showing 1 to 41 of 41 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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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 amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount 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.

Database last updated on June 11, 2015.