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
1Rmb Capital Management$500,397$7,761,170,614$903,699,517$8,664,870,131
2Savant Capital Management$1,273,202$6,688,128,321$6,688,128,321
3Cresset Asset Management, Llc$2,919,963$6,273,429,220$243,928,858$6,517,358,078
4Gofen And Glossberg, L.L.C.$1,543,817$4,707,207,466$260,796,166$4,968,003,632
5Balasa Dinverno Foltz Llc$801,371$4,595,063,036$4,595,063,036
6The Mather Group, Llc$576,247$3,419,794,083$264,727,760$3,684,521,843
7Jmg Financial Group Ltd$1,039,170$3,154,168,000$173,255,000$3,327,423,000
8David Vaughan Investments, Llc$1,174,864$3,045,248,045$3,045,248,045
9Strategic Wealth Partners$629,745$2,575,596,178$104,597,115$2,680,193,293
10Chicago Capital, Llc$1,713,297$2,041,974,366$1,988,696$2,043,963,062
11Interocean Capital, Llc$789,725$1,963,117,713$489,767,149$2,452,884,862
12Chesley, Taft & Associates, Llc$1,225,497$1,797,142,947$146,494,732$1,943,637,679
13Capstone Financial Advisors Inc$698,641$1,636,041,635$6,462,246$1,642,503,881
14Private Vista, Llc$398,521$1,564,290,000$112,289,023$1,676,579,023
15Private Vista, Llc$398,521$1,564,290,000$112,289,023$1,676,579,023
16Altair Advisers, Llc$7,099,548$1,469,326,603$3,628,149,212$5,097,475,815
17Huber Financial$350,193$1,441,631,166$32,332,970$1,473,964,136
18Tc Wealth Partners, Llc$547,821$884,641,351$16,523,880$901,165,231
19Zuckerman Investment Group$1,064,644$875,006,834$71,461,625$946,468,459
20Urban Financial Advisory Corporation$1,228,013$788,047,564$82,613,301$870,660,865
21Arthur M. Cohen & Associates Llc$994,407$767,682,075$767,682,075
22Grey Street Capital, Llc$1,790,763$741,375,929$741,375,929
23The Planning Center, Inc.$281,735$720,848,277$55,613,846$776,462,123
24Financial Solutions Advisory Group$473,810$597,000,000$597,000,000
25Rappaport Reiches Capital Management,$501,050$574,704,366$574,704,366
26Keb Asset Management, Llc$382,206$567,849,223$88,398,804$656,248,027
27Vantage Financial Partners Limited$585,126$510,046,630$4,864,372$514,911,002
28Roberts, Glore & Co.$664,183$495,798,470$198,937,185$694,735,655
29Providence Wealth Advisors, Llc$500,000$450,000,000$450,000,000
30Moller Financial Services$474,557$441,812,970$441,812,970
31Aberdeen Wealth Management Llc$985,778$427,645,999$16,939,871$444,585,870
32Optimum Investment Advisors, Llc$571,670$418,441,463$33,749,800$452,191,263
33The Mosaic Financial Group, Llc$1,639,451$386,033,526$589,440,046$975,473,572
34Shankervalleau Wealth Advisors, Inc.$597,528$331,373,299$5,632,626$337,005,925
35Promus Capital, Llc$2,418,712$326,336,578$522,631,415$848,967,993
36Pinnacle Financial Group Llc$402,544$308,666,238$36,313,601$344,979,839
37Heritage Way Advisors, L.L.C.$638,602$298,227,333$298,227,333
38Gryphon Advisors, Llc$271,234$271,497,614$78,664,850$350,162,464
39Zimmerman Wealth Management, Llc$1,729,005$264,537,751$264,537,751
40Graybill Bartz Associates, Ltd$609,691$262,179,440$8,523,360$270,702,800
41Ofm Wealth$327,095$237,059,675$9,242,757$246,302,432
42Miramar Capital$876,123$232,088,206$16,730,737$248,818,943
43Trinity Financial Advisors Llc$334,029$212,108,419$212,108,419
44Advisory Partners, Llc$1,181,585$207,958,889$207,958,889
45Alex Green Investment Management Llc$1,726,278$207,153,330$207,153,330
46Oak Family Advisors, Llc$541,684$205,200,000$58,600,000$263,800,000
47Rezny Wealth Management, Inc.$535,391$202,727,722$720,730$203,448,452
48Arlington Capital Management, Inc.$225,480$202,481,439$202,481,439
49Hendricks Wealth And Estate Management$111,697$202,005,432$6,086,262$208,091,694
50Schlindwein Associates Llc$426,819$197,617,342$197,617,342
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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.