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
1South Georgia Capital, LLC$578,288$164,812,072$164,812,072
2Arlington Capital Management, Inc.$222,778$116,958,262$116,958,262
3Mark Bell Advisory Services, Inc.$969,569$130,891,860$130,891,860
4Focus Wealth Planning Inc$276,254$115,474,005$115,474,005
5Forest Asset Management LLC$334,646$130,511,895$130,511,895
6Zimmerman Wealth Management, LLC$2,154,595$303,797,935$303,797,935
7Cogent Strategic Wealth LLC$529,982$169,594,099$169,594,099
8Model Wealth , Inc.$429,920$136,714,715$136,714,715
9Redmont Wealth Advisors LLC$2,788,364$122,688,000$122,688,000
10PRISM PLANNING PARTNERS$647,357$127,529,414$127,529,414
11Personal Financial Planning, Inc.$1,419,280$896,985,000$896,985,000
12CAFG Wealth Management, Inc.$235,977$174,151,236$174,151,236
13Rappaport Reiches Capital Management, LLC$538,349$654,632,383$654,632,383
14Sterling Wealth Management, Inc.$503,185$216,872,924$216,872,924
15Coe Capital Management, LLC$905,128$176,500,000$176,500,000
16Arthur M. Cohen & Associates LLC$1,134,323$891,578,096$891,578,096
17Alex Green Investment Management LLC$1,212,216$206,076,774$206,076,774
18Siligmueller & Norvid Wealth Advisors LLC$2,410,477$207,301,000$207,301,000
19Holder Wealth Management, Inc.$253,433$163,211,000$163,211,000
20ADVISORY PARTNERS, LLC$1,181,585$207,958,889$207,958,889
21Riverpoint Wealth Management Holdings, LLC$539,828$642,934,937$642,934,937
22Schlindwein Associates LLC$468,725$214,676,269$214,676,269
23Mendel Money Management Inc$1,238,240$205,547,915$205,547,915
24Oak Wealth Advisors LLC$2,151,515$142,000,000$142,000,000
25TRINITY FINANCIAL ADVISORS LLC$334,029$212,108,419$212,108,419
26Balasa Dinverno Foltz LLC$923,663$5,366,480,585$5,366,480,585
27Savant Capital, LLC$1,457,602$9,591,019,191$9,591,019,191
28Heritage Way Advisors, L.L.C.$735,511$368,490,866$368,490,866
29Chicago Wealth Management, Inc.$244,752$174,997,758$174,997,758
30Financial Solutions Advisory Group, Inc.$1,952,610$646,314,000$646,314,000
31Sage Private Wealth Group, LLC$333,475$341,884,166$595,134$342,479,300
32Capital Management Consultants, Inc.$337,322$101,293,653$1,589,406$102,883,059
33Jack Moller & Associates, Inc.$498,937$460,585,514$1,929,121$462,514,635
34RPC Private Wealth, LLC$202,093$188,175,931$1,993,927$190,169,858
35Benchmark Capital Group Ltd.$323,007$108,804,014$2,956,530$111,760,544
36Edge Financial Advisors, LLC$410,104$269,186,170$3,123,206$272,309,376
37J.G.Hendricks Financial Services, LLC$135,663$261,620,266$5,364,411$266,984,677
38Vantage Financial Partners Limited$590,294$563,213,172$5,830,558$569,043,730
39Insight 2811 Inc$385,290$275,463,215$6,183,462$281,646,677
40Bluestem Financial Advisors, LLC$293,901$215,113,410$6,194,323$221,307,733
41Shankervalleau Wealth Advisors, Inc.$666,683$366,220,784$6,455,268$372,676,052
42Spotlight Asset Group, Inc.$360,298$439,991,653$6,777,533$446,769,186
43Capstone Financial Advisors Inc$742,373$1,829,602,495$7,028,446$1,836,630,941
44Ruedi Wealth Management, Inc.$311,562$283,609,474$7,077,799$290,687,273
45Patrick M. Sweeney & Associates, Inc$715,503$129,149,327$7,511,740$136,661,067
46Investment Center, Inc.$331,890$248,328,866$7,890,216$256,219,082
47TC Wealth Partners, LLC$650,451$1,049,152,464$8,481,191$1,057,633,655
48Chicago Capital, LLC$2,077,828$2,669,667,853$8,653,082$2,678,320,935
49Graybill Bartz Associates, Ltd$562,550$251,142,175$14,943,945$266,086,120
50Dibenedetto & Associates Ltd$422,605$218,922,257$17,313,735$236,235,992
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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 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.