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 | CAMBRIDGE CAPITAL MANAGEMENT, LLC | $327,779 | $258,665,422 | $36,663,856 | $295,329,278 |
| 52 | PIERSHALE FINANCIAL GROUP, INC. | $218,358 | $274,065,018 | $21,810,317 | $295,875,335 |
| 53 | TRIFECTA CAPITAL ADVISORS, LLC | $2,378,159 | $297,269,926 | — | $297,269,926 |
| 54 | SEBOLD CAPITAL MANAGEMENT, INC | $363,809 | $270,105,973 | $35,857,686 | $305,963,659 |
| 55 | STERLING WEALTH MANAGEMENT, INC. | $617,583 | $306,321,412 | — | $306,321,412 |
| 56 | FOUNTAINHEAD FINANCIAL, LLC | $3,276,596 | — | $308,000,000 | $308,000,000 |
| 57 | MITCHELL VAUGHT & TAYLOR INC | $1,370,695 | $310,798,996 | $1,719,570 | $312,518,566 |
| 58 | OFM WEALTH | $387,061 | $299,666,467 | $14,240,053 | $313,906,520 |
| 59 | RUEDI WEALTH MANAGEMENT, INC. | $335,726 | $318,804,006 | $11,549,922 | $330,353,928 |
| 60 | ZIMMERMAN WEALTH MANAGEMENT, LLC | $524,450 | $339,925,821 | $442,221 | $340,368,042 |
| 61 | EDGE FINANCIAL ADVISORS, LLC | $375,994 | $339,601,285 | $9,320,977 | $348,922,262 |
| 62 | SAGE PRIVATE WEALTH GROUP, LLC | $335,761 | $352,399,688 | $1,827,854 | $354,227,542 |
| 63 | OPTIMUM INVESTMENT ADVISORS, LLC | $608,750 | $290,629,582 | $64,271,581 | $354,901,163 |
| 64 | GRAYBILL BARTZ ASSOCIATES, LTD | $729,264 | $339,546,185 | $22,168,950 | $361,715,135 |
| 65 | OAK FAMILY ADVISORS, LLC | $660,063 | $345,200,000 | $74,600,000 | $419,800,000 |
| 66 | CLUNE & ASSOCIATES | $662,341 | — | $438,469,587 | $438,469,587 |
| 67 | ESSEX LLC | $279,575 | $389,439,647 | $50,331,437 | $439,771,084 |
| 68 | MIRAMAR CAPITAL | $801,007 | $376,631,191 | $65,524,435 | $442,155,626 |
| 69 | SHANKERVALLEAU WEALTH ADVISORS, INC. | $760,481 | $439,849,966 | $8,073,146 | $447,923,112 |
| 70 | HEMSLEY ADVISORS, LTD. | $735,119 | $32,854,950 | $422,183,501 | $455,038,451 |
| 71 | PINNACLE FINANCIAL GROUP LLC | $480,431 | $433,292,955 | $25,518,633 | $458,811,588 |
| 72 | STUDIO INVESTMENT MANAGEMENT | $1,169,160 | $487,539,608 | — | $487,539,608 |
| 73 | ASSET MANAGEMENT GROUP LTD | $1,044,060 | $502,192,860 | — | $502,192,860 |
| 74 | WISDOM FINANCIAL SERVICES, L.L.C. | $163,409 | $507,235,751 | $1,456,763 | $508,692,514 |
| 75 | KLAAS FINANCIAL ASSET ADVISORS, LLC. | $223,946 | $521,569,705 | — | $521,569,705 |
| 76 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $347,884 | $464,816,430 | $69,184,860 | $534,001,290 |
| 77 | MOLLER FINANCIAL SERVICES | $544,633 | $545,043,200 | $1,223,443 | $546,266,643 |
| 78 | ABERDEEN WEALTH MANAGEMENT LLC | $1,347,069 | $541,552,114 | $29,605,165 | $571,157,279 |
| 79 | VANTAGE FINANCIAL PARTNERS LIMITED | $616,783 | $591,199,664 | $5,846,213 | $597,045,877 |
| 80 | RIVERPOINT WEALTH MANAGEMENT | $684,803 | $605,365,885 | — | $605,365,885 |
| 81 | FINANCIAL SOLUTIONS ADVISORY GROUP | $2,044,118 | $695,000,000 | — | $695,000,000 |
| 82 | RAPPAPORT REICHES CAPITAL MANAGEMENT, | $595,656 | $745,165,255 | — | $745,165,255 |
| 83 | KEB WEALTH ADVISORS | $493,467 | $756,696,115 | $85,652,683 | $842,348,798 |
| 84 | COYLE FINANCIAL COUNSEL, LLC | $378,986 | $720,633,370 | $134,739,065 | $855,372,435 |
| 85 | ROBERTS, GLORE & CO. | $806,179 | $615,889,588 | $252,365,485 | $868,255,073 |
| 86 | THE PLANNING CENTER, INC. | $316,083 | $825,894,130 | $169,767,307 | $995,661,437 |
| 87 | ARTHUR M. COHEN & ASSOCIATES LLC | $1,306,513 | $1,059,582,281 | — | $1,059,582,281 |
| 88 | THE MOSAIC FINANCIAL GROUP, LLC | $1,895,259 | $518,034,961 | $590,691,519 | $1,108,726,480 |
| 89 | GREY STREET CAPITAL, LLC | $1,666,580 | $1,024,896,611 | $125,043,619 | $1,149,940,230 |
| 90 | ZUCKERMAN INVESTMENT GROUP | $1,268,651 | $1,020,556,276 | $130,110,285 | $1,150,666,561 |
| 91 | URBAN FINANCIAL ADVISORY CORPORATION | $1,414,023 | $1,003,045,805 | $149,382,729 | $1,152,428,534 |
| 92 | PROMUS CAPITAL, LLC | $3,175,838 | $690,210,629 | $754,795,825 | $1,445,006,454 |
| 93 | EMBREE FINANCIAL GROUP | $2,516,238 | $737,962,060 | $1,063,664,091 | $1,801,626,151 |
| 94 | PORT CAPITAL LLC | $4,524,626 | $1,855,397,470 | $135,438,050 | $1,990,835,520 |
| 95 | CAPSTONE FINANCIAL ADVISORS INC | $772,246 | $2,091,903,894 | $7,059,803 | $2,098,963,697 |
| 96 | CHESLEY, TAFT & ASSOCIATES, LLC | $1,453,523 | $2,307,986,640 | $184,805,752 | $2,492,792,392 |
| 97 | PERFORMANCE WEALTH | $1,644,855 | $2,685,985,594 | $69,146,652 | $2,755,132,246 |
| 98 | CHICAGO CAPITAL, LLC | $2,172,525 | $3,145,393,782 | $9,111,797 | $3,154,505,579 |
| 99 | VIVALDI CAPITAL MANAGEMENT LP | $604,704 | $1,441,476,587 | $1,887,418,045 | $3,328,894,632 |
| 100 | BROWNSON, REHMUS & FOXWORTH, INC. | $1,292,896 | — | $4,298,880,780 | $4,298,880,780 |
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.
