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$1,912,911$208,507,248$208,507,248
4ALTAIR ADVISERS, LLC$7,099,548$1,469,326,603$3,628,149,212$5,097,475,815
5ARLINGTON CAPITAL MANAGEMENT, INC.$239,835$174,359,765$174,359,765
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
8BLUESTEM FINANCIAL ADVISORS, LLC$269,712$185,338,616$7,505,194$192,843,810
9BROWNSON, REHMUS & FOXWORTH, INC.$1,402,150$5,570,743,864$5,570,743,864
10CAFG WEALTH MANAGEMENT, INC.$213,699$156,641,548$156,641,548
11CAMBRIDGE CAPITAL MANAGEMENT, LLC$243,962$186,471,902$28,214,248$214,686,150
12CAPITAL MANAGEMENT CONSULTANTS, INC.$312,839$102,311,030$1,551,412$103,862,442
13CAPSTONE FINANCIAL ADVISORS INC$698,641$1,636,041,635$6,462,246$1,642,503,881
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
20DETTERBECK WEALTH MANAGEMENT$318,574$180,052,779$18,737,359$198,790,138
21EDGE FINANCIAL ADVISORS, LLC$495,087$227,793,947$2,421,733$230,215,680
22FINANCIAL SOLUTIONS ADVISORY GROUP$473,810$597,000,000$597,000,000
23FOCUS FINANCIAL ADVISORS$272,157$109,679,160$109,679,160
24FOUNTAINHEAD FINANCIAL, LLC$2,896,512$249,100,000$249,100,000
25GOFEN AND GLOSSBERG, L.L.C.$1,543,817$4,707,207,466$260,796,166$4,968,003,632
26GRAYBILL BARTZ ASSOCIATES, LTD$562,550$251,142,175$14,943,945$266,086,120
27GREY STREET CAPITAL, LLC$1,790,763$741,375,929$741,375,929
28GRYPHON ADVISORS, LLC$271,234$271,497,614$78,664,850$350,162,464
29HEMSLEY ADVISORS, LTD.$629,286$12,639,589$375,000,575$387,640,164
30HENDRICKS WEALTH AND ESTATE MANAGEMENT$111,697$202,005,432$6,086,262$208,091,694
31HERITAGE WAY ADVISORS, L.L.C.$638,602$298,227,333$298,227,333
32HOLDER WEALTH MANAGEMENT$236,488$141,420,000$141,420,000
33INTEROCEAN CAPITAL - TN, LLC$1,434,570$97,616,846$18,583,340$116,200,186
34INTEROCEAN CAPITAL, LLC$789,725$1,963,117,713$489,767,149$2,452,884,862
35JMG FINANCIAL GROUP LTD$1,039,170$3,154,168,000$173,255,000$3,327,423,000
36KEB WEALTH ADVISORS$382,206$567,849,223$88,398,804$656,248,027
37LOWERY ASSET CONSULTING, LLC$2,077,340$806,007,956$806,007,956
38MARK BELL ADVISORY SERVICES, INC.$901,653$124,428,155$124,428,155
39MENDEL MONEY MANAGEMENT INC$1,076,178$173,264,644$173,264,644
40MIRAMAR CAPITAL$876,123$232,088,206$16,730,737$248,818,943
41MODEL WEALTH$412,639$115,538,914$115,538,914
42MOLLER FINANCIAL SERVICES$474,557$441,812,970$441,812,970
43OAK FAMILY ADVISORS, LLC$541,684$205,200,000$58,600,000$263,800,000
44OAK WEALTH ADVISORS LLC$2,184,615$141,300,000$700,000$142,000,000
45OFM WEALTH$327,095$237,059,675$9,242,757$246,302,432
46OPTIMUM INVESTMENT ADVISORS, LLC$571,670$418,441,463$33,749,800$452,191,263
47PATRICK M. SWEENEY & ASSOCIATES, INC$659,626$118,879,700$7,768,503$126,648,203
48PERSONAL FINANCIAL PLANNING, INC.$1,405,941$710,000,000$710,000,000
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 Sabrina Straub.

*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.