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 | VANTAGE FINANCIAL PARTNERS LIMITED | $616,783 | $591,199,664 | $5,846,213 | $597,045,877 |
| 52 | STERLING WEALTH MANAGEMENT, INC. | $617,583 | $306,321,412 | — | $306,321,412 |
| 53 | SPOTLIGHT ASSET GROUP | $631,754 | $226,676,561 | $2,649,968 | $229,326,529 |
| 54 | OAK FAMILY ADVISORS, LLC | $660,063 | $345,200,000 | $74,600,000 | $419,800,000 |
| 55 | CLUNE & ASSOCIATES | $662,341 | — | $438,469,587 | $438,469,587 |
| 56 | RIVERPOINT WEALTH MANAGEMENT | $684,803 | $605,365,885 | — | $605,365,885 |
| 57 | HINSDALE ASSOCIATES | $717,002 | $129,060,448 | — | $129,060,448 |
| 58 | GRAYBILL BARTZ ASSOCIATES, LTD | $729,264 | $339,546,185 | $22,168,950 | $361,715,135 |
| 59 | HEMSLEY ADVISORS, LTD. | $735,119 | $32,854,950 | $422,183,501 | $455,038,451 |
| 60 | VIRTUE ASSET MANAGEMENT LLC | $760,048 | $112,487,106 | — | $112,487,106 |
| 61 | SHANKERVALLEAU WEALTH ADVISORS, INC. | $760,481 | $439,849,966 | $8,073,146 | $447,923,112 |
| 62 | AVOCET CAPITAL MANAGEMENT LLC | $768,703 | $115,575,531 | $5,110,857 | $120,686,388 |
| 63 | CAPSTONE FINANCIAL ADVISORS INC | $772,246 | $2,091,903,894 | $7,059,803 | $2,098,963,697 |
| 64 | PATRICK M. SWEENEY & ASSOCIATES, INC | $777,931 | $153,901,992 | $7,129,780 | $161,031,772 |
| 65 | MIRAMAR CAPITAL | $801,007 | $376,631,191 | $65,524,435 | $442,155,626 |
| 66 | ROBERTS, GLORE & CO. | $806,179 | $615,889,588 | $252,365,485 | $868,255,073 |
| 67 | MADDEN FUNDS MANAGEMENT | $871,028 | $191,626,253 | — | $191,626,253 |
| 68 | BALASA DINVERNO FOLTZ LLC | $875,925 | $5,917,746,495 | — | $5,917,746,495 |
| 69 | CAFG WEALTH MANAGEMENT, INC. | $935,469 | $223,577,113 | — | $223,577,113 |
| 70 | OPUS FINANCIAL SOLUTIONS LLC | $976,473 | $113,230,396 | $7,852,293 | $121,082,689 |
| 71 | ASSET MANAGEMENT GROUP LTD | $1,044,060 | $502,192,860 | — | $502,192,860 |
| 72 | MARK BELL ADVISORY SERVICES, INC. | $1,075,543 | $139,820,585 | — | $139,820,585 |
| 73 | JMG FINANCIAL GROUP LTD | $1,106,511 | $4,539,223,000 | $176,727,000 | $4,715,950,000 |
| 74 | STUDIO INVESTMENT MANAGEMENT | $1,169,160 | $487,539,608 | — | $487,539,608 |
| 75 | INVESCO, LLC | $1,210,493 | $237,256,669 | — | $237,256,669 |
| 76 | ZUCKERMAN INVESTMENT GROUP | $1,268,651 | $1,020,556,276 | $130,110,285 | $1,150,666,561 |
| 77 | BROWNSON, REHMUS & FOXWORTH, INC. | $1,292,896 | — | $4,298,880,780 | $4,298,880,780 |
| 78 | ARTHUR M. COHEN & ASSOCIATES LLC | $1,306,513 | $1,059,582,281 | — | $1,059,582,281 |
| 79 | ABERDEEN WEALTH MANAGEMENT LLC | $1,347,069 | $541,552,114 | $29,605,165 | $571,157,279 |
| 80 | MITCHELL VAUGHT & TAYLOR INC | $1,370,695 | $310,798,996 | $1,719,570 | $312,518,566 |
| 81 | ESTATE & TRUST ADVISORS | $1,371,624 | $174,275,722 | $24,609,722 | $198,885,444 |
| 82 | MENDEL MONEY MANAGEMENT INC | $1,411,072 | $238,471,128 | — | $238,471,128 |
| 83 | URBAN FINANCIAL ADVISORY CORPORATION | $1,414,023 | $1,003,045,805 | $149,382,729 | $1,152,428,534 |
| 84 | INNOVIS ASSET MANAGEMENT LLC | $1,442,211 | $287,000,000 | — | $287,000,000 |
| 85 | CHESLEY, TAFT & ASSOCIATES, LLC | $1,453,523 | $2,307,986,640 | $184,805,752 | $2,492,792,392 |
| 86 | PERFORMANCE WEALTH | $1,644,855 | $2,685,985,594 | $69,146,652 | $2,755,132,246 |
| 87 | GREY STREET CAPITAL, LLC | $1,666,580 | $1,024,896,611 | $125,043,619 | $1,149,940,230 |
| 88 | BLUESTEM FINANCIAL ADVISORS, LLC | $1,795,893 | $256,812,704 | — | $256,812,704 |
| 89 | REDMONT WEALTH | $1,830,677 | $170,253,000 | — | $170,253,000 |
| 90 | THE MOSAIC FINANCIAL GROUP, LLC | $1,895,259 | $518,034,961 | $590,691,519 | $1,108,726,480 |
| 91 | FINANCIAL SOLUTIONS ADVISORY GROUP | $2,044,118 | $695,000,000 | — | $695,000,000 |
| 92 | CHICAGO CAPITAL, LLC | $2,172,525 | $3,145,393,782 | $9,111,797 | $3,154,505,579 |
| 93 | HIGHVIEW CAPITAL MANAGEMENT, LLC | $2,211,941 | $227,814,430 | $55,313,956 | $283,128,386 |
| 94 | TRIFECTA CAPITAL ADVISORS, LLC | $2,378,159 | $297,269,926 | — | $297,269,926 |
| 95 | EMBREE FINANCIAL GROUP | $2,516,238 | $737,962,060 | $1,063,664,091 | $1,801,626,151 |
| 96 | OAK WEALTH ADVISORS LLC | $2,552,563 | $204,205,000 | — | $204,205,000 |
| 97 | SILIGMUELLER & NORVID WEALTH ADVISORS LLC | $2,717,786 | $244,600,730 | — | $244,600,730 |
| 98 | BENCHMARK INVESTMENT ADVISORS LLC | $2,723,939 | $247,878,412 | — | $247,878,412 |
| 99 | PROMUS CAPITAL, LLC | $3,175,838 | $690,210,629 | $754,795,825 | $1,445,006,454 |
| 100 | FOUNTAINHEAD FINANCIAL, LLC | $3,276,596 | — | $308,000,000 | $308,000,000 |
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.
