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
1Cresset Asset Management, LLC$1,917,103$11,570,814,863$106,261,425$11,677,076,288
2Savant Capital, LLC$1,457,602$9,591,019,191$9,591,019,191
3Balasa Dinverno Foltz LLC$923,663$5,366,480,585$5,366,480,585
4Gofen And Glossberg, L.L.C.$1,629,753$5,275,945,392$279,884,250$5,555,829,642
5The Mather Group, LLC$565,839$5,238,738,916$374,949,221$5,613,688,137
6JMG Financial Group Ltd$1,017,245$3,640,644,000$147,575,000$3,788,219,000
7Chicago Capital, LLC$2,077,828$2,669,667,853$8,653,082$2,678,320,935
8Chesley, Taft & Associates, LLC$1,292,021$1,980,194,816$165,851,992$2,146,046,808
9INTEROCEAN CAPITAL, LLC$789,725$1,963,117,713$489,767,149$2,452,884,862
10Altair Advisers, LLC$8,053,887$1,855,807,452$4,168,499,791$6,024,307,243
11Port Capital LLC$4,509,722$1,848,909,874$103,799,759$1,952,709,633
12Capstone Financial Advisors Inc$742,373$1,829,602,495$7,028,446$1,836,630,941
13PRIVATE VISTA, LLC$398,521$1,564,290,000$112,289,023$1,676,579,023
14TC Wealth Partners, LLC$650,451$1,049,152,464$8,481,191$1,057,633,655
15Zuckerman Investment Group, LLC$1,168,729$952,601,112$95,748,722$1,048,349,834
16Grey Street Capital, LLC$1,723,867$907,976,959$53,940,848$961,917,807
17Personal Financial Planning, Inc.$1,419,280$896,985,000$896,985,000
18Arthur M. Cohen & Associates LLC$1,134,323$891,578,096$891,578,096
19Urban Financial Advisory Corp$1,276,736$815,351,819$112,834,900$928,186,719
20The Planning Center, Inc.$293,609$765,785,061$77,167,430$842,952,491
21Rappaport Reiches Capital Management, LLC$538,349$654,632,383$654,632,383
22Financial Solutions Advisory Group, Inc.$1,952,610$646,314,000$646,314,000
23Riverpoint Wealth Management Holdings, LLC$539,828$642,934,937$642,934,937
24Keb Asset Management, LLC$410,202$635,446,103$86,510,193$721,956,296
25Coyle Financial Counsel, LLC$348,632$590,110,674$148,989,793$739,100,467
26Vantage Financial Partners Limited$590,294$563,213,172$5,830,558$569,043,730
27Roberts, Glore & Co.$729,490$521,684,712$226,042,664$747,727,376
28Aberdeen Wealth Management LLC$1,133,259$487,361,186$18,072,360$505,433,546
29Jack Moller & Associates, Inc.$498,937$460,585,514$1,929,121$462,514,635
30The Mosaic Financial Group, LLC$1,746,231$447,926,677$535,201,375$983,128,052
31Spotlight Asset Group, Inc.$360,298$439,991,653$6,777,533$446,769,186
32Promus Capital, LLC$2,415,056$411,299,764$590,948,397$1,002,248,161
33Walled Lake Planning & Wealth Management, LLC$392,269$372,842,126$62,968,227$435,810,353
34Optimum Investment Advisors, LLC$642,567$368,892,721$74,478,536$443,371,257
35Heritage Way Advisors, L.L.C.$735,511$368,490,866$368,490,866
36Shankervalleau Wealth Advisors, Inc.$666,683$366,220,784$6,455,268$372,676,052
37Pinnacle Financial Group LLC$427,696$363,845,547$21,935,798$385,781,345
38Hemsley Advisors, Ltd.$644,626$358,737,976$24,170,028$382,908,004
39Sage Private Wealth Group, LLC$333,475$341,884,166$595,134$342,479,300
40Zimmerman Wealth Management, LLC$2,154,595$303,797,935$303,797,935
41Ruedi Wealth Management, Inc.$311,562$283,609,474$7,077,799$290,687,273
42Insight 2811 Inc$385,290$275,463,215$6,183,462$281,646,677
43GRYPHON ADVISORS, LLC$271,234$271,497,614$78,664,850$350,162,464
44Edge Financial Advisors, LLC$410,104$269,186,170$3,123,206$272,309,376
45Miramar Capital LLC$706,371$264,925,762$60,711,377$325,637,139
46J.G.Hendricks Financial Services, LLC$135,663$261,620,266$5,364,411$266,984,677
47Graybill Bartz Associates, Ltd$562,550$251,142,175$14,943,945$266,086,120
48Investment Center, Inc.$331,890$248,328,866$7,890,216$256,219,082
49Oak Family Advisors, LLC$598,073$243,200,000$67,200,000$310,400,000
50Piershale Financial Group, Inc.$211,961$226,295,024$21,063,413$247,358,437
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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.