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
1J.G.Hendricks Financial Services, LLC$135,663$261,620,266$5,364,411$266,984,677
2RPC Private Wealth, LLC$202,093$188,175,931$1,993,927$190,169,858
3Piershale Financial Group, Inc.$211,961$226,295,024$21,063,413$247,358,437
4Arlington Capital Management, Inc.$222,778$116,958,262$116,958,262
5CAFG Wealth Management, Inc.$235,977$174,151,236$174,151,236
6Chicago Wealth Management, Inc.$244,752$174,997,758$174,997,758
7Holder Wealth Management, Inc.$253,433$163,211,000$163,211,000
8GRYPHON ADVISORS, LLC$271,234$271,497,614$78,664,850$350,162,464
9Focus Wealth Planning Inc$276,254$115,474,005$115,474,005
10Cambridge Capital Management, LLC$284,801$211,488,929$32,300,368$243,789,297
11The Planning Center, Inc.$293,609$765,785,061$77,167,430$842,952,491
12Bluestem Financial Advisors, LLC$293,901$215,113,410$6,194,323$221,307,733
13Ruedi Wealth Management, Inc.$311,562$283,609,474$7,077,799$290,687,273
14Benchmark Capital Group Ltd.$323,007$108,804,014$2,956,530$111,760,544
15Investment Center, Inc.$331,890$248,328,866$7,890,216$256,219,082
16Sage Private Wealth Group, LLC$333,475$341,884,166$595,134$342,479,300
17TRINITY FINANCIAL ADVISORS LLC$334,029$212,108,419$212,108,419
18Forest Asset Management LLC$334,646$130,511,895$130,511,895
19Sebold Capital Management, Inc$336,487$196,267,857$60,134,892$256,402,749
20Capital Management Consultants, Inc.$337,322$101,293,653$1,589,406$102,883,059
21Meyer Financial Services, Inc.$338,811$91,937,464$31,050,780$122,988,244
22DWM Financial Group, Inc.$344,516$208,002,426$18,689,261$226,691,687
23Coyle Financial Counsel, LLC$348,632$590,110,674$148,989,793$739,100,467
24Spotlight Asset Group, Inc.$360,298$439,991,653$6,777,533$446,769,186
25Insight 2811 Inc$385,290$275,463,215$6,183,462$281,646,677
26Walled Lake Planning & Wealth Management, LLC$392,269$372,842,126$62,968,227$435,810,353
27PRIVATE VISTA, LLC$398,521$1,564,290,000$112,289,023$1,676,579,023
28Edge Financial Advisors, LLC$410,104$269,186,170$3,123,206$272,309,376
29Keb Asset Management, LLC$410,202$635,446,103$86,510,193$721,956,296
30Dibenedetto & Associates Ltd$422,605$218,922,257$17,313,735$236,235,992
31Pinnacle Financial Group LLC$427,696$363,845,547$21,935,798$385,781,345
32Model Wealth , Inc.$429,920$136,714,715$136,714,715
33Schlindwein Associates LLC$468,725$214,676,269$214,676,269
34Jack Moller & Associates, Inc.$498,937$460,585,514$1,929,121$462,514,635
35Sterling Wealth Management, Inc.$503,185$216,872,924$216,872,924
36Cogent Strategic Wealth LLC$529,982$169,594,099$169,594,099
37Rappaport Reiches Capital Management, LLC$538,349$654,632,383$654,632,383
38Riverpoint Wealth Management Holdings, LLC$539,828$642,934,937$642,934,937
39Graybill Bartz Associates, Ltd$562,550$251,142,175$14,943,945$266,086,120
40The Mather Group, LLC$565,839$5,238,738,916$374,949,221$5,613,688,137
41South Georgia Capital, LLC$578,288$164,812,072$164,812,072
42Vantage Financial Partners Limited$590,294$563,213,172$5,830,558$569,043,730
43Clune & Associates$591,150$369,469,018$369,469,018
44Oak Family Advisors, LLC$598,073$243,200,000$67,200,000$310,400,000
45Optimum Investment Advisors, LLC$642,567$368,892,721$74,478,536$443,371,257
46Hemsley Advisors, Ltd.$644,626$358,737,976$24,170,028$382,908,004
47PRISM PLANNING PARTNERS$647,357$127,529,414$127,529,414
48TC Wealth Partners, LLC$650,451$1,049,152,464$8,481,191$1,057,633,655
49Shankervalleau Wealth Advisors, Inc.$666,683$366,220,784$6,455,268$372,676,052
50Miramar Capital LLC$706,371$264,925,762$60,711,377$325,637,139
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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.