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
1CLUNE & ASSOCIATES$571,938$338,015,280$338,015,280
2BROWNSON, REHMUS & FOXWORTH, INC.$1,402,150$5,570,743,864$5,570,743,864
3LOWERY ASSET CONSULTING, LLC$2,077,340$806,007,956$806,007,956
4FOUNTAINHEAD FINANCIAL, LLC$2,896,512$249,100,000$249,100,000
5HEMSLEY ADVISORS, LTD.$629,286$12,639,589$375,000,575$387,640,164
6INTEROCEAN CAPITAL - TN, LLC$1,434,570$97,616,846$18,583,340$116,200,186
7CAPITAL MANAGEMENT CONSULTANTS, INC.$312,839$102,311,030$1,551,412$103,862,442
8FOCUS FINANCIAL ADVISORS$272,157$109,679,160$109,679,160
9MODEL WEALTH$412,639$115,538,914$115,538,914
10PATRICK M. SWEENEY & ASSOCIATES, INC$659,626$118,879,700$7,768,503$126,648,203
11MARK BELL ADVISORY SERVICES, INC.$901,653$124,428,155$124,428,155
12PRISM PLANNING PARTNERS$647,357$127,529,414$127,529,414
13STONE ISLAND FINANCIAL PLANNING$475,363$131,675,568$131,675,568
14OAK WEALTH ADVISORS LLC$2,184,615$141,300,000$700,000$142,000,000
15HOLDER WEALTH MANAGEMENT$236,488$141,420,000$141,420,000
16COGENT STRATEGIC WEALTH$503,614$148,062,638$148,062,638
17THE PLANNING GROUP$286,781$148,884,033$3,110,001$151,994,034
18CAFG WEALTH MANAGEMENT, INC.$213,699$156,641,548$156,641,548
19COE CAPITAL MANAGEMENT, LLC$881,483$156,900,207$3,794$156,904,001
20CHICAGO WEALTH MANAGEMENT, INC.$213,312$158,917,337$158,917,337
21STERLING WEALTH MANAGEMENT, INC.$459,748$161,831,305$161,831,305
22MENDEL MONEY MANAGEMENT INC$1,076,178$173,264,644$173,264,644
23ARLINGTON CAPITAL MANAGEMENT, INC.$239,835$174,359,765$174,359,765
24SEBOLD CAPITAL MANAGEMENT, INC$305,515$176,694,984$29,222,292$205,917,276
25DETTERBECK WEALTH MANAGEMENT$318,574$180,052,779$18,737,359$198,790,138
26BLUESTEM FINANCIAL ADVISORS, LLC$269,712$185,338,616$7,505,194$192,843,810
27CAMBRIDGE CAPITAL MANAGEMENT, LLC$243,962$186,471,902$28,214,248$214,686,150
28SILIGMUELLER & NORVID WEALTH ADVISORS LLC$2,221,437$193,265,000$193,265,000
29PIERSHALE FINANCIAL GROUP, INC.$191,613$195,954,123$19,610,508$215,564,631
30SCHLINDWEIN ASSOCIATES LLC$426,819$197,617,342$197,617,342
31HENDRICKS WEALTH AND ESTATE MANAGEMENT$111,697$202,005,432$6,086,262$208,091,694
32REZNY WEALTH MANAGEMENT, INC.$535,391$202,727,722$720,730$203,448,452
33OAK FAMILY ADVISORS, LLC$541,684$205,200,000$58,600,000$263,800,000
34ADVISORY PARTNERS, LLC$1,181,585$207,958,889$207,958,889
35ALEX GREEN INVESTMENT MANAGEMENT LLC$1,912,911$208,507,248$208,507,248
36TRINITY FINANCIAL ADVISORS LLC$334,029$212,108,419$212,108,419
37EDGE FINANCIAL ADVISORS, LLC$495,087$227,793,947$2,421,733$230,215,680
38MIRAMAR CAPITAL$876,123$232,088,206$16,730,737$248,818,943
39RUEDI WEALTH MANAGEMENT, INC.$276,005$236,004,257$15,436,584$251,440,841
40OFM WEALTH$327,095$237,059,675$9,242,757$246,302,432
41GRAYBILL BARTZ ASSOCIATES, LTD$562,550$251,142,175$14,943,945$266,086,120
42ZIMMERMAN WEALTH MANAGEMENT, LLC$1,729,005$264,537,751$264,537,751
43GRYPHON ADVISORS, LLC$271,234$271,497,614$78,664,850$350,162,464
44HERITAGE WAY ADVISORS, L.L.C.$638,602$298,227,333$298,227,333
45PINNACLE FINANCIAL GROUP LLC$402,544$308,666,238$36,313,601$344,979,839
46SPOTLIGHT ASSET GROUP$352,577$319,430,093$84,270,642$403,700,735
47PROMUS CAPITAL, LLC$2,418,712$326,336,578$522,631,415$848,967,993
48SHANKERVALLEAU WEALTH ADVISORS, INC.$597,528$331,373,299$5,632,626$337,005,925
49THE MOSAIC FINANCIAL GROUP, LLC$1,639,451$386,033,526$589,440,046$975,473,572
50OPTIMUM INVESTMENT ADVISORS, LLC$571,670$418,441,463$33,749,800$452,191,263
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For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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 June 5, 2019.