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$1,133,259$487,361,186$18,072,360$505,433,546
2ADVISORY PARTNERS, LLC$1,181,585$207,958,889$207,958,889
3Alex Green Investment Management LLC$1,212,216$206,076,774$206,076,774
4Altair Advisers, LLC$8,053,887$1,855,807,452$4,168,499,791$6,024,307,243
5Arlington Capital Management, Inc.$222,778$116,958,262$116,958,262
6Arthur M. Cohen & Associates LLC$1,134,323$891,578,096$891,578,096
7Balasa Dinverno Foltz LLC$923,663$5,366,480,585$5,366,480,585
8Benchmark Capital Group Ltd.$323,007$108,804,014$2,956,530$111,760,544
9Bluestem Financial Advisors, LLC$293,901$215,113,410$6,194,323$221,307,733
10Brownson, Rehmus & Foxworth, Inc.$2,390,783$6,024,774,223$6,024,774,223
11CAFG Wealth Management, Inc.$235,977$174,151,236$174,151,236
12Cambridge Capital Management, LLC$284,801$211,488,929$32,300,368$243,789,297
13Capital Management Consultants, Inc.$337,322$101,293,653$1,589,406$102,883,059
14Capstone Financial Advisors Inc$742,373$1,829,602,495$7,028,446$1,836,630,941
15Chesley, Taft & Associates, LLC$1,292,021$1,980,194,816$165,851,992$2,146,046,808
16Chicago Capital, LLC$2,077,828$2,669,667,853$8,653,082$2,678,320,935
17Chicago Wealth Management, Inc.$244,752$174,997,758$174,997,758
18Clune & Associates$591,150$369,469,018$369,469,018
19Coe Capital Management, LLC$905,128$176,500,000$176,500,000
20Cogent Strategic Wealth LLC$529,982$169,594,099$169,594,099
21Coyle Financial Counsel, LLC$348,632$590,110,674$148,989,793$739,100,467
22Cresset Asset Management, LLC$1,917,103$11,570,814,863$106,261,425$11,677,076,288
23Dibenedetto & Associates Ltd$422,605$218,922,257$17,313,735$236,235,992
24DWM Financial Group, Inc.$344,516$208,002,426$18,689,261$226,691,687
25Edge Financial Advisors, LLC$410,104$269,186,170$3,123,206$272,309,376
26Financial Solutions Advisory Group, Inc.$1,952,610$646,314,000$646,314,000
27Focus Wealth Planning Inc$276,254$115,474,005$115,474,005
28Forest Asset Management LLC$334,646$130,511,895$130,511,895
29Fountainhead Financial, LLC$3,185,227$280,300,000$280,300,000
30Gofen And Glossberg, L.L.C.$1,629,753$5,275,945,392$279,884,250$5,555,829,642
31Graybill Bartz Associates, Ltd$562,550$251,142,175$14,943,945$266,086,120
32Grey Street Capital, LLC$1,723,867$907,976,959$53,940,848$961,917,807
33GRYPHON ADVISORS, LLC$271,234$271,497,614$78,664,850$350,162,464
34Hemsley Advisors, Ltd.$644,626$358,737,976$24,170,028$382,908,004
35Heritage Way Advisors, L.L.C.$735,511$368,490,866$368,490,866
36Holder Wealth Management, Inc.$253,433$163,211,000$163,211,000
37Insight 2811 Inc$385,290$275,463,215$6,183,462$281,646,677
38INTEROCEAN CAPITAL - TN, LLC$1,434,570$97,616,846$18,583,340$116,200,186
39INTEROCEAN CAPITAL, LLC$789,725$1,963,117,713$489,767,149$2,452,884,862
40Investment Center, Inc.$331,890$248,328,866$7,890,216$256,219,082
41J.G.Hendricks Financial Services, LLC$135,663$261,620,266$5,364,411$266,984,677
42Jack Moller & Associates, Inc.$498,937$460,585,514$1,929,121$462,514,635
43JMG Financial Group Ltd$1,017,245$3,640,644,000$147,575,000$3,788,219,000
44Keb Asset Management, LLC$410,202$635,446,103$86,510,193$721,956,296
45Lowery Asset Consulting, LLC$1,763,465$917,001,771$917,001,771
46Mark Bell Advisory Services, Inc.$969,569$130,891,860$130,891,860
47Mendel Money Management Inc$1,238,240$205,547,915$205,547,915
48Meyer Financial Services, Inc.$338,811$91,937,464$31,050,780$122,988,244
49Miramar Capital LLC$706,371$264,925,762$60,711,377$325,637,139
50Model Wealth , Inc.$429,920$136,714,715$136,714,715
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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.