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 |
|---|---|---|---|---|---|
| 51 | PATRICK M. SWEENEY & ASSOCIATES, INC | $777,931 | $153,901,992 | $7,129,780 | $161,031,772 |
| 52 | CAPSTONE FINANCIAL ADVISORS INC | $772,246 | $2,091,903,894 | $7,059,803 | $2,098,963,697 |
| 53 | AZA CAPITAL MANAGEMENT | $402,050 | $283,957,431 | $6,322,751 | $290,280,182 |
| 54 | VANTAGE FINANCIAL PARTNERS LIMITED | $616,783 | $591,199,664 | $5,846,213 | $597,045,877 |
| 55 | AVOCET CAPITAL MANAGEMENT LLC | $768,703 | $115,575,531 | $5,110,857 | $120,686,388 |
| 56 | RIVER STREET ADVISORS, LLC | $361,052 | $182,302,710 | $4,000,115 | $186,302,825 |
| 57 | STEWARD ADVISORS, LLC | $418,066 | $114,850,586 | $3,880,163 | $118,730,749 |
| 58 | BENCHMARK CAPITAL GROUP LTD. | $377,316 | $131,794,032 | $3,285,037 | $135,079,069 |
| 59 | SPOTLIGHT ASSET GROUP | $631,754 | $226,676,561 | $2,649,968 | $229,326,529 |
| 60 | RPC PRIVATE WEALTH, LLC | $215,491 | $219,873,398 | $2,513,522 | $222,386,920 |
| 61 | SAGE PRIVATE WEALTH GROUP, LLC | $335,761 | $352,399,688 | $1,827,854 | $354,227,542 |
| 62 | MITCHELL VAUGHT & TAYLOR INC | $1,370,695 | $310,798,996 | $1,719,570 | $312,518,566 |
| 63 | WISDOM FINANCIAL SERVICES, L.L.C. | $163,409 | $507,235,751 | $1,456,763 | $508,692,514 |
| 64 | CAPITAL MANAGEMENT CONSULTANTS, INC. | $364,398 | $99,168,152 | $1,405,655 | $100,573,807 |
| 65 | MOLLER FINANCIAL SERVICES | $544,633 | $545,043,200 | $1,223,443 | $546,266,643 |
| 66 | ROOTED WEALTH ADVISORS | $132,073 | $152,115,900 | $956,897 | $153,072,797 |
| 67 | ZIMMERMAN WEALTH MANAGEMENT, LLC | $524,450 | $339,925,821 | $442,221 | $340,368,042 |
| 68 | DILLOW WEALTH MANAGEMENT LLC | $5,722,222 | $102,700,000 | $300,000 | $103,000,000 |
| 69 | ASSET MANAGEMENT GROUP LTD | $1,044,060 | $502,192,860 | — | $502,192,860 |
| 70 | INVESCO, LLC | $1,210,493 | $237,256,669 | — | $237,256,669 |
| 71 | RIVERPOINT WEALTH MANAGEMENT | $684,803 | $605,365,885 | — | $605,365,885 |
| 72 | STONE ISLAND FINANCIAL PLANNING | $610,040 | $168,981,136 | — | $168,981,136 |
| 73 | 103 ADVISORY GROUP | $3,467,708 | $131,772,905 | — | $131,772,905 |
| 74 | CAFG WEALTH MANAGEMENT, INC. | $935,469 | $223,577,113 | — | $223,577,113 |
| 75 | OAK WEALTH ADVISORS LLC | $2,552,563 | $204,205,000 | — | $204,205,000 |
| 76 | INNOVIS ASSET MANAGEMENT LLC | $1,442,211 | $287,000,000 | — | $287,000,000 |
| 77 | STERLING WEALTH MANAGEMENT, INC. | $617,583 | $306,321,412 | — | $306,321,412 |
| 78 | FOCUS FINANCIAL ADVISORS | $302,456 | $130,055,949 | — | $130,055,949 |
| 79 | SILIGMUELLER & NORVID WEALTH ADVISORS LLC | $2,717,786 | $244,600,730 | — | $244,600,730 |
| 80 | BALASA DINVERNO FOLTZ LLC | $875,925 | $5,917,746,495 | — | $5,917,746,495 |
| 81 | FINANCIAL SOLUTIONS ADVISORY GROUP | $2,044,118 | $695,000,000 | — | $695,000,000 |
| 82 | ARBOR FINANCIAL SERVICES, LLC | $216,545 | $117,367,501 | — | $117,367,501 |
| 83 | HINSDALE ASSOCIATES | $717,002 | $129,060,448 | — | $129,060,448 |
| 84 | MODEL WEALTH | $493,846 | $180,747,498 | — | $180,747,498 |
| 85 | BENCHMARK INVESTMENT ADVISORS LLC | $2,723,939 | $247,878,412 | — | $247,878,412 |
| 86 | COGENT STRATEGIC WEALTH LLC | $603,310 | $216,588,378 | — | $216,588,378 |
| 87 | SCHLINDWEIN ASSOCIATES LLC | $519,892 | $231,351,764 | — | $231,351,764 |
| 88 | MENDEL MONEY MANAGEMENT INC | $1,411,072 | $238,471,128 | — | $238,471,128 |
| 89 | KLAAS FINANCIAL ASSET ADVISORS, LLC. | $223,946 | $521,569,705 | — | $521,569,705 |
| 90 | HORIZON FAMILY WEALTH, INC. | $483,689 | $155,264,045 | — | $155,264,045 |
| 91 | NEXTCAPITAL ADVISERS | $123,347 | $5,952,847,460 | — | $5,952,847,460 |
| 92 | FOREST ASSET MANAGEMENT LLC | $382,501 | $159,120,590 | — | $159,120,590 |
| 93 | SAVANT WEALTH MANAGEMENT | $1,622,838 | $12,849,631,158 | — | $12,849,631,158 |
| 94 | MADDEN FUNDS MANAGEMENT | $871,028 | $191,626,253 | — | $191,626,253 |
| 95 | MARK BELL ADVISORY SERVICES, INC. | $1,075,543 | $139,820,585 | — | $139,820,585 |
| 96 | VIRTUE ASSET MANAGEMENT LLC | $760,048 | $112,487,106 | — | $112,487,106 |
| 97 | ARLINGTON WEALTH MANAGEMENT | $231,901 | $119,660,804 | — | $119,660,804 |
| 98 | POWERS ADVISORY GROUP, LLC | $165,142 | $164,646,939 | — | $164,646,939 |
| 99 | CHICAGO WEALTH MANAGEMENT, INC. | $267,607 | $233,085,272 | — | $233,085,272 |
| 100 | REDMONT WEALTH | $1,830,677 | $170,253,000 | — | $170,253,000 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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) not one who is an insurance company or agency.
Database last updated on July 2021.
