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
51Shankervalleau Wealth Advisors, Inc.$666,683$366,220,784$6,455,268$372,676,052
52Heritage Way Advisors, L.L.C.$735,511$368,490,866$368,490,866
53Optimum Investment Advisors, LLC$642,567$368,892,721$74,478,536$443,371,257
54Walled Lake Planning & Wealth Management, LLC$392,269$372,842,126$62,968,227$435,810,353
55Promus Capital, LLC$2,415,056$411,299,764$590,948,397$1,002,248,161
56Spotlight Asset Group, Inc.$360,298$439,991,653$6,777,533$446,769,186
57The Mosaic Financial Group, LLC$1,746,231$447,926,677$535,201,375$983,128,052
58Jack Moller & Associates, Inc.$498,937$460,585,514$1,929,121$462,514,635
59Aberdeen Wealth Management LLC$1,133,259$487,361,186$18,072,360$505,433,546
60Roberts, Glore & Co.$729,490$521,684,712$226,042,664$747,727,376
61Vantage Financial Partners Limited$590,294$563,213,172$5,830,558$569,043,730
62Coyle Financial Counsel, LLC$348,632$590,110,674$148,989,793$739,100,467
63Keb Asset Management, LLC$410,202$635,446,103$86,510,193$721,956,296
64Riverpoint Wealth Management Holdings, LLC$539,828$642,934,937$642,934,937
65Financial Solutions Advisory Group, Inc.$1,952,610$646,314,000$646,314,000
66Rappaport Reiches Capital Management, LLC$538,349$654,632,383$654,632,383
67The Planning Center, Inc.$293,609$765,785,061$77,167,430$842,952,491
68Urban Financial Advisory Corp$1,276,736$815,351,819$112,834,900$928,186,719
69Arthur M. Cohen & Associates LLC$1,134,323$891,578,096$891,578,096
70Personal Financial Planning, Inc.$1,419,280$896,985,000$896,985,000
71Grey Street Capital, LLC$1,723,867$907,976,959$53,940,848$961,917,807
72Zuckerman Investment Group, LLC$1,168,729$952,601,112$95,748,722$1,048,349,834
73TC Wealth Partners, LLC$650,451$1,049,152,464$8,481,191$1,057,633,655
74PRIVATE VISTA, LLC$398,521$1,564,290,000$112,289,023$1,676,579,023
75Capstone Financial Advisors Inc$742,373$1,829,602,495$7,028,446$1,836,630,941
76Port Capital LLC$4,509,722$1,848,909,874$103,799,759$1,952,709,633
77Altair Advisers, LLC$8,053,887$1,855,807,452$4,168,499,791$6,024,307,243
78INTEROCEAN CAPITAL, LLC$789,725$1,963,117,713$489,767,149$2,452,884,862
79Chesley, Taft & Associates, LLC$1,292,021$1,980,194,816$165,851,992$2,146,046,808
80Chicago Capital, LLC$2,077,828$2,669,667,853$8,653,082$2,678,320,935
81JMG Financial Group Ltd$1,017,245$3,640,644,000$147,575,000$3,788,219,000
82The Mather Group, LLC$565,839$5,238,738,916$374,949,221$5,613,688,137
83Gofen And Glossberg, L.L.C.$1,629,753$5,275,945,392$279,884,250$5,555,829,642
84Balasa Dinverno Foltz LLC$923,663$5,366,480,585$5,366,480,585
85Savant Capital, LLC$1,457,602$9,591,019,191$9,591,019,191
86Cresset Asset Management, LLC$1,917,103$11,570,814,863$106,261,425$11,677,076,288
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For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.