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 |
|---|---|---|---|---|---|
| 1 | 103 ADVISORY GROUP | $3,467,708 | $131,772,905 | — | $131,772,905 |
| 2 | ABERDEEN WEALTH MANAGEMENT LLC | $1,347,069 | $541,552,114 | $29,605,165 | $571,157,279 |
| 3 | ARBOR FINANCIAL SERVICES, LLC | $216,545 | $117,367,501 | — | $117,367,501 |
| 4 | ARLINGTON WEALTH MANAGEMENT | $231,901 | $119,660,804 | — | $119,660,804 |
| 5 | ARTHUR M. COHEN & ASSOCIATES LLC | $1,306,513 | $1,059,582,281 | — | $1,059,582,281 |
| 6 | ASSET MANAGEMENT GROUP LTD | $1,044,060 | $502,192,860 | — | $502,192,860 |
| 7 | AVOCET CAPITAL MANAGEMENT LLC | $768,703 | $115,575,531 | $5,110,857 | $120,686,388 |
| 8 | AZA CAPITAL MANAGEMENT | $402,050 | $283,957,431 | $6,322,751 | $290,280,182 |
| 9 | BALASA DINVERNO FOLTZ LLC | $875,925 | $5,917,746,495 | — | $5,917,746,495 |
| 10 | BENCHMARK CAPITAL GROUP LTD. | $377,316 | $131,794,032 | $3,285,037 | $135,079,069 |
| 11 | BENCHMARK INVESTMENT ADVISORS LLC | $2,723,939 | $247,878,412 | — | $247,878,412 |
| 12 | BLUESTEM FINANCIAL ADVISORS, LLC | $1,795,893 | $256,812,704 | — | $256,812,704 |
| 13 | BROWNSON, REHMUS & FOXWORTH, INC. | $1,292,896 | — | $4,298,880,780 | $4,298,880,780 |
| 14 | CAFG WEALTH MANAGEMENT, INC. | $935,469 | $223,577,113 | — | $223,577,113 |
| 15 | CAMBRIDGE CAPITAL MANAGEMENT, LLC | $327,779 | $258,665,422 | $36,663,856 | $295,329,278 |
| 16 | CAPITAL MANAGEMENT CONSULTANTS, INC. | $364,398 | $99,168,152 | $1,405,655 | $100,573,807 |
| 17 | CAPSTONE FINANCIAL ADVISORS INC | $772,246 | $2,091,903,894 | $7,059,803 | $2,098,963,697 |
| 18 | CHESLEY, TAFT & ASSOCIATES, LLC | $1,453,523 | $2,307,986,640 | $184,805,752 | $2,492,792,392 |
| 19 | CHICAGO CAPITAL, LLC | $2,172,525 | $3,145,393,782 | $9,111,797 | $3,154,505,579 |
| 20 | CHICAGO WEALTH MANAGEMENT, INC. | $267,607 | $233,085,272 | — | $233,085,272 |
| 21 | CLUNE & ASSOCIATES | $662,341 | — | $438,469,587 | $438,469,587 |
| 22 | COGENT STRATEGIC WEALTH LLC | $603,310 | $216,588,378 | — | $216,588,378 |
| 23 | COYLE FINANCIAL COUNSEL, LLC | $378,986 | $720,633,370 | $134,739,065 | $855,372,435 |
| 24 | CREEKMUR ASSET MANAGEMENT, LLC | $283,606 | $243,333,922 | — | $243,333,922 |
| 25 | DETTERBECK WEALTH MANAGEMENT | $379,918 | $265,270,088 | $28,786,822 | $294,056,910 |
| 26 | DIBENEDETTO & ASSOCIATES LTD | $455,780 | $244,910,863 | $21,720,251 | $266,631,114 |
| 27 | DILLOW WEALTH MANAGEMENT LLC | $5,722,222 | $102,700,000 | $300,000 | $103,000,000 |
| 28 | EDGE FINANCIAL ADVISORS, LLC | $375,994 | $339,601,285 | $9,320,977 | $348,922,262 |
| 29 | EMBREE FINANCIAL GROUP | $2,516,238 | $737,962,060 | $1,063,664,091 | $1,801,626,151 |
| 30 | ESSEX LLC | $279,575 | $389,439,647 | $50,331,437 | $439,771,084 |
| 31 | ESTATE & TRUST ADVISORS | $1,371,624 | $174,275,722 | $24,609,722 | $198,885,444 |
| 32 | FINANCIAL SOLUTIONS ADVISORY GROUP | $2,044,118 | $695,000,000 | — | $695,000,000 |
| 33 | FOCUS FINANCIAL ADVISORS | $302,456 | $130,055,949 | — | $130,055,949 |
| 34 | FOREST ASSET MANAGEMENT LLC | $382,501 | $159,120,590 | — | $159,120,590 |
| 35 | FOUNTAINHEAD FINANCIAL, LLC | $3,276,596 | — | $308,000,000 | $308,000,000 |
| 36 | GRAYBILL BARTZ ASSOCIATES, LTD | $729,264 | $339,546,185 | $22,168,950 | $361,715,135 |
| 37 | GREY STREET CAPITAL, LLC | $1,666,580 | $1,024,896,611 | $125,043,619 | $1,149,940,230 |
| 38 | HEMSLEY ADVISORS, LTD. | $735,119 | $32,854,950 | $422,183,501 | $455,038,451 |
| 39 | HIGHVIEW CAPITAL MANAGEMENT, LLC | $2,211,941 | $227,814,430 | $55,313,956 | $283,128,386 |
| 40 | HINSDALE ASSOCIATES | $717,002 | $129,060,448 | — | $129,060,448 |
| 41 | HOLDER WEALTH MANAGEMENT | $287,763 | $202,584,800 | — | $202,584,800 |
| 42 | HORIZON FAMILY WEALTH, INC. | $483,689 | $155,264,045 | — | $155,264,045 |
| 43 | INNOVIS ASSET MANAGEMENT LLC | $1,442,211 | $287,000,000 | — | $287,000,000 |
| 44 | INVESCO, LLC | $1,210,493 | $237,256,669 | — | $237,256,669 |
| 45 | JMG FINANCIAL GROUP LTD | $1,106,511 | $4,539,223,000 | $176,727,000 | $4,715,950,000 |
| 46 | KEB WEALTH ADVISORS | $493,467 | $756,696,115 | $85,652,683 | $842,348,798 |
| 47 | KLAAS FINANCIAL ASSET ADVISORS, LLC. | $223,946 | $521,569,705 | — | $521,569,705 |
| 48 | MADDEN FUNDS MANAGEMENT | $871,028 | $191,626,253 | — | $191,626,253 |
| 49 | MARK BELL ADVISORY SERVICES, INC. | $1,075,543 | $139,820,585 | — | $139,820,585 |
| 50 | MENDEL MONEY MANAGEMENT INC | $1,411,072 | $238,471,128 | — | $238,471,128 |
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.
