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
1SAVANT WEALTH MANAGEMENT$1,183,234$7,553,766,551$7,553,766,551
2BROWNSON, REHMUS & FOXWORTH, INC.$1,402,150$5,570,743,864$5,570,743,864
3ALTAIR ADVISERS, LLC$7,099,548$1,469,326,603$3,628,149,212$5,097,475,815
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$538,579$3,660,737,077$252,576,651$3,913,313,728
7JMG FINANCIAL GROUP LTD$1,039,170$3,154,168,000$173,255,000$3,327,423,000
8INTEROCEAN CAPITAL, LLC$789,725$1,963,117,713$489,767,149$2,452,884,862
9CHICAGO CAPITAL, LLC$1,713,297$2,041,974,366$1,988,696$2,043,963,062
10CHESLEY, TAFT & ASSOCIATES, LLC$1,225,497$1,797,142,947$146,494,732$1,943,637,679
11PRIVATE VISTA, LLC$398,521$1,564,290,000$112,289,023$1,676,579,023
12CAPSTONE FINANCIAL ADVISORS INC$698,641$1,636,041,635$6,462,246$1,642,503,881
13THE MOSAIC FINANCIAL GROUP, LLC$1,639,451$386,033,526$589,440,046$975,473,572
14ZUCKERMAN INVESTMENT GROUP$1,064,644$875,006,834$71,461,625$946,468,459
15URBAN FINANCIAL ADVISORY CORPORATION$1,276,736$815,351,819$112,834,900$928,186,719
16TC WEALTH PARTNERS, LLC$547,821$884,641,351$16,523,880$901,165,231
17PROMUS CAPITAL, LLC$2,418,712$326,336,578$522,631,415$848,967,993
18LOWERY ASSET CONSULTING, LLC$2,077,340$806,007,956$806,007,956
19THE PLANNING CENTER, INC.$281,735$720,848,277$55,613,846$776,462,123
20ARTHUR M. COHEN & ASSOCIATES LLC$994,407$767,682,075$767,682,075
21GREY STREET CAPITAL, LLC$1,790,763$741,375,929$741,375,929
22PERSONAL FINANCIAL PLANNING, INC.$1,405,941$710,000,000$710,000,000
23ROBERTS, GLORE & CO.$664,183$495,798,470$198,937,185$694,735,655
24KEB WEALTH ADVISORS$382,206$567,849,223$88,398,804$656,248,027
25FINANCIAL SOLUTIONS ADVISORY GROUP$473,810$597,000,000$597,000,000
26RAPPAPORT REICHES CAPITAL MANAGEMENT,$501,050$574,704,366$574,704,366
27VANTAGE FINANCIAL PARTNERS LIMITED$585,126$510,046,630$4,864,372$514,911,002
28OPTIMUM INVESTMENT ADVISORS, LLC$571,670$418,441,463$33,749,800$452,191,263
29ABERDEEN WEALTH MANAGEMENT LLC$985,778$427,645,999$16,939,871$444,585,870
30MOLLER FINANCIAL SERVICES$474,557$441,812,970$441,812,970
31SPOTLIGHT ASSET GROUP$352,577$319,430,093$84,270,642$403,700,735
32HEMSLEY ADVISORS, LTD.$629,286$12,639,589$375,000,575$387,640,164
33GRYPHON ADVISORS, LLC$271,234$271,497,614$78,664,850$350,162,464
34PINNACLE FINANCIAL GROUP LLC$402,544$308,666,238$36,313,601$344,979,839
35CLUNE & ASSOCIATES$571,938$338,015,280$338,015,280
36SHANKERVALLEAU WEALTH ADVISORS, INC.$597,528$331,373,299$5,632,626$337,005,925
37HERITAGE WAY ADVISORS, L.L.C.$638,602$298,227,333$298,227,333
38GRAYBILL BARTZ ASSOCIATES, LTD$562,550$251,142,175$14,943,945$266,086,120
39ZIMMERMAN WEALTH MANAGEMENT, LLC$1,729,005$264,537,751$264,537,751
40OAK FAMILY ADVISORS, LLC$541,684$205,200,000$58,600,000$263,800,000
41RUEDI WEALTH MANAGEMENT, INC.$276,005$236,004,257$15,436,584$251,440,841
42FOUNTAINHEAD FINANCIAL, LLC$2,896,512$249,100,000$249,100,000
43MIRAMAR CAPITAL$876,123$232,088,206$16,730,737$248,818,943
44OFM WEALTH$327,095$237,059,675$9,242,757$246,302,432
45EDGE FINANCIAL ADVISORS, LLC$495,087$227,793,947$2,421,733$230,215,680
46PIERSHALE FINANCIAL GROUP, INC.$191,613$195,954,123$19,610,508$215,564,631
47CAMBRIDGE CAPITAL MANAGEMENT, LLC$243,962$186,471,902$28,214,248$214,686,150
48TRINITY FINANCIAL ADVISORS LLC$334,029$212,108,419$212,108,419
49ALEX GREEN INVESTMENT MANAGEMENT LLC$1,912,911$208,507,248$208,507,248
50HENDRICKS WEALTH AND ESTATE MANAGEMENT$111,697$202,005,432$6,086,262$208,091,694
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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 Sabrina Straub.

*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.