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 | MIRAMAR CAPITAL | $801,007 | $376,631,191 | $65,524,435 | $442,155,626 |
| 52 | MEREDITH WEALTH PLANNING | $292,926 | $150,857,094 | — | $150,857,094 |
| 53 | MENTOR CAPITAL MANAGEMENT INC. | $176,375 | $143,140,194 | $31,118,648 | $174,258,842 |
| 54 | MENDEL MONEY MANAGEMENT INC | $1,411,072 | $238,471,128 | — | $238,471,128 |
| 55 | MARK BELL ADVISORY SERVICES, INC. | $1,075,543 | $139,820,585 | — | $139,820,585 |
| 56 | MADDEN FUNDS MANAGEMENT | $871,028 | $191,626,253 | — | $191,626,253 |
| 57 | KLAAS FINANCIAL ASSET ADVISORS, LLC. | $223,946 | $521,569,705 | — | $521,569,705 |
| 58 | KEB WEALTH ADVISORS | $493,467 | $756,696,115 | $85,652,683 | $842,348,798 |
| 59 | JMG FINANCIAL GROUP LTD | $1,106,511 | $4,539,223,000 | $176,727,000 | $4,715,950,000 |
| 60 | INVESCO, LLC | $1,210,493 | $237,256,669 | — | $237,256,669 |
| 61 | INNOVIS ASSET MANAGEMENT LLC | $1,442,211 | $287,000,000 | — | $287,000,000 |
| 62 | HORIZON FAMILY WEALTH, INC. | $483,689 | $155,264,045 | — | $155,264,045 |
| 63 | HOLDER WEALTH MANAGEMENT | $287,763 | $202,584,800 | — | $202,584,800 |
| 64 | HINSDALE ASSOCIATES | $717,002 | $129,060,448 | — | $129,060,448 |
| 65 | HIGHVIEW CAPITAL MANAGEMENT, LLC | $2,211,941 | $227,814,430 | $55,313,956 | $283,128,386 |
| 66 | HEMSLEY ADVISORS, LTD. | $735,119 | $32,854,950 | $422,183,501 | $455,038,451 |
| 67 | GREY STREET CAPITAL, LLC | $1,666,580 | $1,024,896,611 | $125,043,619 | $1,149,940,230 |
| 68 | GRAYBILL BARTZ ASSOCIATES, LTD | $729,264 | $339,546,185 | $22,168,950 | $361,715,135 |
| 69 | FOUNTAINHEAD FINANCIAL, LLC | $3,276,596 | — | $308,000,000 | $308,000,000 |
| 70 | FOREST ASSET MANAGEMENT LLC | $382,501 | $159,120,590 | — | $159,120,590 |
| 71 | FOCUS FINANCIAL ADVISORS | $302,456 | $130,055,949 | — | $130,055,949 |
| 72 | FINANCIAL SOLUTIONS ADVISORY GROUP | $2,044,118 | $695,000,000 | — | $695,000,000 |
| 73 | ESTATE & TRUST ADVISORS | $1,371,624 | $174,275,722 | $24,609,722 | $198,885,444 |
| 74 | ESSEX LLC | $279,575 | $389,439,647 | $50,331,437 | $439,771,084 |
| 75 | EMBREE FINANCIAL GROUP | $2,516,238 | $737,962,060 | $1,063,664,091 | $1,801,626,151 |
| 76 | EDGE FINANCIAL ADVISORS, LLC | $375,994 | $339,601,285 | $9,320,977 | $348,922,262 |
| 77 | DILLOW WEALTH MANAGEMENT LLC | $5,722,222 | $102,700,000 | $300,000 | $103,000,000 |
| 78 | DIBENEDETTO & ASSOCIATES LTD | $455,780 | $244,910,863 | $21,720,251 | $266,631,114 |
| 79 | DETTERBECK WEALTH MANAGEMENT | $379,918 | $265,270,088 | $28,786,822 | $294,056,910 |
| 80 | CREEKMUR ASSET MANAGEMENT, LLC | $283,606 | $243,333,922 | — | $243,333,922 |
| 81 | COYLE FINANCIAL COUNSEL, LLC | $378,986 | $720,633,370 | $134,739,065 | $855,372,435 |
| 82 | COGENT STRATEGIC WEALTH LLC | $603,310 | $216,588,378 | — | $216,588,378 |
| 83 | CLUNE & ASSOCIATES | $662,341 | — | $438,469,587 | $438,469,587 |
| 84 | CHICAGO WEALTH MANAGEMENT, INC. | $267,607 | $233,085,272 | — | $233,085,272 |
| 85 | CHICAGO CAPITAL, LLC | $2,172,525 | $3,145,393,782 | $9,111,797 | $3,154,505,579 |
| 86 | CHESLEY, TAFT & ASSOCIATES, LLC | $1,453,523 | $2,307,986,640 | $184,805,752 | $2,492,792,392 |
| 87 | CAPSTONE FINANCIAL ADVISORS INC | $772,246 | $2,091,903,894 | $7,059,803 | $2,098,963,697 |
| 88 | CAPITAL MANAGEMENT CONSULTANTS, INC. | $364,398 | $99,168,152 | $1,405,655 | $100,573,807 |
| 89 | CAMBRIDGE CAPITAL MANAGEMENT, LLC | $327,779 | $258,665,422 | $36,663,856 | $295,329,278 |
| 90 | CAFG WEALTH MANAGEMENT, INC. | $935,469 | $223,577,113 | — | $223,577,113 |
| 91 | BROWNSON, REHMUS & FOXWORTH, INC. | $1,292,896 | — | $4,298,880,780 | $4,298,880,780 |
| 92 | BLUESTEM FINANCIAL ADVISORS, LLC | $1,795,893 | $256,812,704 | — | $256,812,704 |
| 93 | BENCHMARK INVESTMENT ADVISORS LLC | $2,723,939 | $247,878,412 | — | $247,878,412 |
| 94 | BENCHMARK CAPITAL GROUP LTD. | $377,316 | $131,794,032 | $3,285,037 | $135,079,069 |
| 95 | BALASA DINVERNO FOLTZ LLC | $875,925 | $5,917,746,495 | — | $5,917,746,495 |
| 96 | AZA CAPITAL MANAGEMENT | $402,050 | $283,957,431 | $6,322,751 | $290,280,182 |
| 97 | AVOCET CAPITAL MANAGEMENT LLC | $768,703 | $115,575,531 | $5,110,857 | $120,686,388 |
| 98 | ASSET MANAGEMENT GROUP LTD | $1,044,060 | $502,192,860 | — | $502,192,860 |
| 99 | ARTHUR M. COHEN & ASSOCIATES LLC | $1,306,513 | $1,059,582,281 | — | $1,059,582,281 |
| 100 | ARLINGTON WEALTH MANAGEMENT | $231,901 | $119,660,804 | — | $119,660,804 |
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.
