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
1Altair Advisers, LLC$8,053,887$1,855,807,452$4,168,499,791$6,024,307,243
2Port Capital LLC$4,509,722$1,848,909,874$103,799,759$1,952,709,633
3Fountainhead Financial, LLC$3,185,227$280,300,000$280,300,000
4Redmont Wealth Advisors LLC$2,788,364$122,688,000$122,688,000
5Promus Capital, LLC$2,415,056$411,299,764$590,948,397$1,002,248,161
6Siligmueller & Norvid Wealth Advisors LLC$2,410,477$207,301,000$207,301,000
7Brownson, Rehmus & Foxworth, Inc.$2,390,783$6,024,774,223$6,024,774,223
8Zimmerman Wealth Management, LLC$2,154,595$303,797,935$303,797,935
9Oak Wealth Advisors LLC$2,151,515$142,000,000$142,000,000
10Chicago Capital, LLC$2,077,828$2,669,667,853$8,653,082$2,678,320,935
11Financial Solutions Advisory Group, Inc.$1,952,610$646,314,000$646,314,000
12Cresset Asset Management, LLC$1,917,103$11,570,814,863$106,261,425$11,677,076,288
13Lowery Asset Consulting, LLC$1,763,465$917,001,771$917,001,771
14The Mosaic Financial Group, LLC$1,746,231$447,926,677$535,201,375$983,128,052
15Grey Street Capital, LLC$1,723,867$907,976,959$53,940,848$961,917,807
16Gofen And Glossberg, L.L.C.$1,629,753$5,275,945,392$279,884,250$5,555,829,642
17Savant Capital, LLC$1,457,602$9,591,019,191$9,591,019,191
18INTEROCEAN CAPITAL - TN, LLC$1,434,570$97,616,846$18,583,340$116,200,186
19Personal Financial Planning, Inc.$1,419,280$896,985,000$896,985,000
20Chesley, Taft & Associates, LLC$1,292,021$1,980,194,816$165,851,992$2,146,046,808
21Urban Financial Advisory Corp$1,276,736$815,351,819$112,834,900$928,186,719
22Mendel Money Management Inc$1,238,240$205,547,915$205,547,915
23Alex Green Investment Management LLC$1,212,216$206,076,774$206,076,774
24ADVISORY PARTNERS, LLC$1,181,585$207,958,889$207,958,889
25Zuckerman Investment Group, LLC$1,168,729$952,601,112$95,748,722$1,048,349,834
26Arthur M. Cohen & Associates LLC$1,134,323$891,578,096$891,578,096
27Aberdeen Wealth Management LLC$1,133,259$487,361,186$18,072,360$505,433,546
28JMG Financial Group Ltd$1,017,245$3,640,644,000$147,575,000$3,788,219,000
29Mark Bell Advisory Services, Inc.$969,569$130,891,860$130,891,860
30Balasa Dinverno Foltz LLC$923,663$5,366,480,585$5,366,480,585
31Coe Capital Management, LLC$905,128$176,500,000$176,500,000
32INTEROCEAN CAPITAL, LLC$789,725$1,963,117,713$489,767,149$2,452,884,862
33Capstone Financial Advisors Inc$742,373$1,829,602,495$7,028,446$1,836,630,941
34Heritage Way Advisors, L.L.C.$735,511$368,490,866$368,490,866
35Roberts, Glore & Co.$729,490$521,684,712$226,042,664$747,727,376
36Patrick M. Sweeney & Associates, Inc$715,503$129,149,327$7,511,740$136,661,067
37Miramar Capital LLC$706,371$264,925,762$60,711,377$325,637,139
38Shankervalleau Wealth Advisors, Inc.$666,683$366,220,784$6,455,268$372,676,052
39TC Wealth Partners, LLC$650,451$1,049,152,464$8,481,191$1,057,633,655
40PRISM PLANNING PARTNERS$647,357$127,529,414$127,529,414
41Hemsley Advisors, Ltd.$644,626$358,737,976$24,170,028$382,908,004
42Optimum Investment Advisors, LLC$642,567$368,892,721$74,478,536$443,371,257
43Oak Family Advisors, LLC$598,073$243,200,000$67,200,000$310,400,000
44Clune & Associates$591,150$369,469,018$369,469,018
45Vantage Financial Partners Limited$590,294$563,213,172$5,830,558$569,043,730
46South Georgia Capital, LLC$578,288$164,812,072$164,812,072
47The Mather Group, LLC$565,839$5,238,738,916$374,949,221$5,613,688,137
48Graybill Bartz Associates, Ltd$562,550$251,142,175$14,943,945$266,086,120
49Riverpoint Wealth Management Holdings, LLC$539,828$642,934,937$642,934,937
50Rappaport Reiches Capital Management, LLC$538,349$654,632,383$654,632,383
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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.