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
51Aberdeen Wealth Management LLC$1,133,259$487,361,186$18,072,360$505,433,546
52INTEROCEAN CAPITAL - TN, LLC$1,434,570$97,616,846$18,583,340$116,200,186
53DWM Financial Group, Inc.$344,516$208,002,426$18,689,261$226,691,687
54Piershale Financial Group, Inc.$211,961$226,295,024$21,063,413$247,358,437
55Pinnacle Financial Group LLC$427,696$363,845,547$21,935,798$385,781,345
56Hemsley Advisors, Ltd.$644,626$358,737,976$24,170,028$382,908,004
57Meyer Financial Services, Inc.$338,811$91,937,464$31,050,780$122,988,244
58Cambridge Capital Management, LLC$284,801$211,488,929$32,300,368$243,789,297
59Grey Street Capital, LLC$1,723,867$907,976,959$53,940,848$961,917,807
60Sebold Capital Management, Inc$336,487$196,267,857$60,134,892$256,402,749
61Miramar Capital LLC$706,371$264,925,762$60,711,377$325,637,139
62Walled Lake Planning & Wealth Management, LLC$392,269$372,842,126$62,968,227$435,810,353
63Oak Family Advisors, LLC$598,073$243,200,000$67,200,000$310,400,000
64Optimum Investment Advisors, LLC$642,567$368,892,721$74,478,536$443,371,257
65The Planning Center, Inc.$293,609$765,785,061$77,167,430$842,952,491
66GRYPHON ADVISORS, LLC$271,234$271,497,614$78,664,850$350,162,464
67Keb Asset Management, LLC$410,202$635,446,103$86,510,193$721,956,296
68Zuckerman Investment Group, LLC$1,168,729$952,601,112$95,748,722$1,048,349,834
69Port Capital LLC$4,509,722$1,848,909,874$103,799,759$1,952,709,633
70Cresset Asset Management, LLC$1,917,103$11,570,814,863$106,261,425$11,677,076,288
71PRIVATE VISTA, LLC$398,521$1,564,290,000$112,289,023$1,676,579,023
72Urban Financial Advisory Corp$1,276,736$815,351,819$112,834,900$928,186,719
73JMG Financial Group Ltd$1,017,245$3,640,644,000$147,575,000$3,788,219,000
74Coyle Financial Counsel, LLC$348,632$590,110,674$148,989,793$739,100,467
75Chesley, Taft & Associates, LLC$1,292,021$1,980,194,816$165,851,992$2,146,046,808
76Roberts, Glore & Co.$729,490$521,684,712$226,042,664$747,727,376
77Gofen And Glossberg, L.L.C.$1,629,753$5,275,945,392$279,884,250$5,555,829,642
78Fountainhead Financial, LLC$3,185,227$280,300,000$280,300,000
79Clune & Associates$591,150$369,469,018$369,469,018
80The Mather Group, LLC$565,839$5,238,738,916$374,949,221$5,613,688,137
81INTEROCEAN CAPITAL, LLC$789,725$1,963,117,713$489,767,149$2,452,884,862
82The Mosaic Financial Group, LLC$1,746,231$447,926,677$535,201,375$983,128,052
83Promus Capital, LLC$2,415,056$411,299,764$590,948,397$1,002,248,161
84Lowery Asset Consulting, LLC$1,763,465$917,001,771$917,001,771
85Altair Advisers, LLC$8,053,887$1,855,807,452$4,168,499,791$6,024,307,243
86Brownson, Rehmus & Foxworth, Inc.$2,390,783$6,024,774,223$6,024,774,223
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For more information about the RIA Data Center, please contact InvestmentNews Research.

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

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.