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
1Aberdeen Wealth Management Llc$985,778$427,645,999$16,939,871$444,585,870
2Advisory Partners, Llc$1,181,585$207,958,889$207,958,889
3Alex Green Investment Management Llc$1,726,278$207,153,330$207,153,330
4Altair Advisers, Llc$7,099,548$1,469,326,603$3,628,149,212$5,097,475,815
5Arlington Capital Management, Inc.$225,480$202,481,439$202,481,439
6Arthur M. Cohen & Associates Llc$994,407$767,682,075$767,682,075
7Balasa Dinverno Foltz Llc$801,371$4,595,063,036$4,595,063,036
8Brownson, Rehmus & Foxworth, Inc.$1,402,150$5,570,743,864$5,570,743,864
9Cafg Wealth Management, Inc.$213,699$156,641,548$156,641,548
10Cambridge Capital Management, Llc$243,962$186,471,902$28,214,248$214,686,150
11Capital Management Consultants, Inc.$312,839$102,311,030$1,551,412$103,862,442
12Capstone Financial Advisors Inc$698,641$1,636,041,635$6,462,246$1,642,503,881
13Ccp, Inc$495,328$142,159,000$142,159,000
14Chesley, Taft & Associates, Llc$1,225,497$1,797,142,947$146,494,732$1,943,637,679
15Chicago Capital, Llc$1,713,297$2,041,974,366$1,988,696$2,043,963,062
16Chicago Wealth Management, Inc.$213,312$158,917,337$158,917,337
17Clune & Associates$571,938$338,015,280$338,015,280
18Coe Capital Management, Llc$881,483$156,900,207$3,794$156,904,001
19Cogent Strategic Wealth$503,614$148,062,638$148,062,638
20Cresset Asset Management, Llc$2,919,963$6,273,429,220$243,928,858$6,517,358,078
21David Vaughan Investments, Llc$1,174,864$3,045,248,045$3,045,248,045
22Detterbeck Wealth Management$318,574$180,052,779$18,737,359$198,790,138
23Financial Solutions Advisory Group$473,810$597,000,000$597,000,000
24Focus Financial Advisors$272,157$109,679,160$109,679,160
25Fountainhead Financial, Llc$2,896,512$249,100,000$249,100,000
26Gofen And Glossberg, L.L.C.$1,543,817$4,707,207,466$260,796,166$4,968,003,632
27Graybill Bartz Associates, Ltd$609,691$262,179,440$8,523,360$270,702,800
28Grey Street Capital, Llc$1,790,763$741,375,929$741,375,929
29Gryphon Advisors, Llc$271,234$271,497,614$78,664,850$350,162,464
30Hemsley Advisors, Ltd.$629,286$12,639,589$375,000,575$387,640,164
31Hendricks Wealth And Estate Management$111,697$202,005,432$6,086,262$208,091,694
32Heritage Way Advisors, L.L.C.$638,602$298,227,333$298,227,333
33Holder Wealth Management$236,488$141,420,000$141,420,000
34Huber Financial$350,193$1,441,631,166$32,332,970$1,473,964,136
35Interocean Capital - Tn, Llc$1,434,570$97,616,846$18,583,340$116,200,186
36Interocean Capital, Llc$789,725$1,963,117,713$489,767,149$2,452,884,862
37Jmg Financial Group Ltd$1,039,170$3,154,168,000$173,255,000$3,327,423,000
38Keb Asset Management, Llc$382,206$567,849,223$88,398,804$656,248,027
39Lowery Asset Consulting, Llc$2,077,340$806,007,956$806,007,956
40Mark Bell Advisory Services, Inc.$901,653$124,428,155$124,428,155
41Mendel Money Management Inc$1,076,178$173,264,644$173,264,644
42Miramar Capital$876,123$232,088,206$16,730,737$248,818,943
43Model Wealth$412,639$115,538,914$115,538,914
44Moller Financial Services$474,557$441,812,970$441,812,970
45Oak Family Advisors, Llc$541,684$205,200,000$58,600,000$263,800,000
46Oak Wealth Advisors Llc$2,184,615$141,300,000$700,000$142,000,000
47Ofm Wealth$327,095$237,059,675$9,242,757$246,302,432
48Optimum Investment Advisors, Llc$571,670$418,441,463$33,749,800$452,191,263
49Piershale Financial Group, Inc.$191,613$195,954,123$19,610,508$215,564,631
50Pinnacle Financial Group Llc$402,544$308,666,238$36,313,601$344,979,839
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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.