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
1Hendricks Wealth And Estate Management$111,697$202,005,432$6,086,262$208,091,694
2Piershale Financial Group, Inc.$191,613$195,954,123$19,610,508$215,564,631
3Chicago Wealth Management, Inc.$213,312$158,917,337$158,917,337
4Cafg Wealth Management, Inc.$213,699$156,641,548$156,641,548
5Ruedi Wealth Management, Inc.$222,253$191,443,827$10,806,172$202,249,999
6Arlington Capital Management, Inc.$225,480$202,481,439$202,481,439
7Holder Wealth Management$236,488$141,420,000$141,420,000
8Cambridge Capital Management, Llc$243,962$186,471,902$28,214,248$214,686,150
9Gryphon Advisors, Llc$271,234$271,497,614$78,664,850$350,162,464
10Focus Financial Advisors$272,157$109,679,160$109,679,160
11The Planning Center, Inc.$281,735$720,848,277$55,613,846$776,462,123
12The Planning Group$286,781$148,884,033$3,110,001$151,994,034
13Sebold Capital Management, Inc$305,515$176,694,984$29,222,292$205,917,276
14Capital Management Consultants, Inc.$312,839$102,311,030$1,551,412$103,862,442
15Detterbeck Wealth Management$318,574$180,052,779$18,737,359$198,790,138
16Ofm Wealth$327,095$237,059,675$9,242,757$246,302,432
17Trinity Financial Advisors Llc$334,029$212,108,419$212,108,419
18Huber Financial$350,193$1,441,631,166$32,332,970$1,473,964,136
19Keb Asset Management, Llc$382,206$567,849,223$88,398,804$656,248,027
20Private Vista, Llc$398,521$1,564,290,000$112,289,023$1,676,579,023
21Private Vista, Llc$398,521$1,564,290,000$112,289,023$1,676,579,023
22Pinnacle Financial Group Llc$402,544$308,666,238$36,313,601$344,979,839
23Model Wealth$412,639$115,538,914$115,538,914
24Schlindwein Associates Llc$426,819$197,617,342$197,617,342
25Sterling Wealth Management, Inc.$459,748$161,831,305$161,831,305
26Financial Solutions Advisory Group$473,810$597,000,000$597,000,000
27Moller Financial Services$474,557$441,812,970$441,812,970
28Stone Island Financial Planning$475,363$131,675,568$131,675,568
29Ccp, Inc$495,328$142,159,000$142,159,000
30Providence Wealth Advisors, Llc$500,000$450,000,000$450,000,000
31Rmb Capital Management$500,397$7,761,170,614$903,699,517$8,664,870,131
32Rappaport Reiches Capital Management,$501,050$574,704,366$574,704,366
33Cogent Strategic Wealth$503,614$148,062,638$148,062,638
34Rezny Wealth Management, Inc.$535,391$202,727,722$720,730$203,448,452
35Oak Family Advisors, Llc$541,684$205,200,000$58,600,000$263,800,000
36Tc Wealth Partners, Llc$547,821$884,641,351$16,523,880$901,165,231
37Optimum Investment Advisors, Llc$571,670$418,441,463$33,749,800$452,191,263
38Clune & Associates$571,938$338,015,280$338,015,280
39The Mather Group, Llc$576,247$3,419,794,083$264,727,760$3,684,521,843
40Vantage Financial Partners Limited$585,126$510,046,630$4,864,372$514,911,002
41Shankervalleau Wealth Advisors, Inc.$597,528$331,373,299$5,632,626$337,005,925
42Graybill Bartz Associates, Ltd$609,691$262,179,440$8,523,360$270,702,800
43Hemsley Advisors, Ltd.$629,286$12,639,589$375,000,575$387,640,164
44Strategic Wealth Partners$629,745$2,575,596,178$104,597,115$2,680,193,293
45Heritage Way Advisors, L.L.C.$638,602$298,227,333$298,227,333
46Prism Planning Partners$647,357$127,529,414$127,529,414
47Roberts, Glore & Co.$664,183$495,798,470$198,937,185$694,735,655
48Capstone Financial Advisors Inc$698,641$1,636,041,635$6,462,246$1,642,503,881
49Interocean Capital, Llc$789,725$1,963,117,713$489,767,149$2,452,884,862
50Balasa Dinverno Foltz Llc$801,371$4,595,063,036$4,595,063,036
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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 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.