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
1Interocean Capital - Tn, LLC$1,351,710$81,438,195$22,643,504$104,081,699
2Chesley, Taft & Associates, Llc$350,882$112,632,961$112,632,961
3Capital Management Consultants, Inc.$242,812$116,776,367$1,473,302$118,249,669
4CAFG Wealth Management$173,314$128,772,081$128,772,081
5Sterling Wealth Management, Inc.$406,619$130,118,000$130,118,000
6Chicago Wealth Management, Inc.$185,306$132,679,033$132,679,033
7Sebold Capital Management, Inc$228,953$131,448,731$15,996,714$147,445,445
8Zacks Investment Management, Inc.$175,596$153,119,328$153,119,328
9Detterbeck Wealth Management$288,716$143,915,328$16,321,839$160,237,167
10Cambridge Capital Management, LLC$185,118$154,905,242$10,960,247$165,865,489
11Schlindwein Associates$373,638$170,752,729$170,752,729
12OFM Wealth$292,990$203,968,988$14,308,595$218,277,583
13Ruedi Wealth Management, Inc.$280,941$224,298,852$12,815,616$237,114,468
14Graybill Bartz Associates, Ltd.$590,394$246,292,041$7,577,210$253,869,251
15Optimum Investment Advisors$478,813$372,995,582$372,995,582
16TC Wealth Partners, LLC$383,929$390,818,900$11,154,386$401,973,286
17Ccp, Inc$368,779$439,399,780$31,530,684$470,930,464
18Roberts, Glore & Co.$584,178$423,678,680$169,262,316$592,940,996
19The Planning Center, Inc.$250,079$650,078,403$58,644,111$708,722,514
20Leonetti & Associates$708,378$712,627,868$712,627,868
21Lowery Asset Consulting, LLC$1,333,854$732,285,928$732,285,928
22The Mosaic Financial Group$1,507,922$406,909,048$505,383,796$912,292,844
23David Vaughan Investments Inc$1,006,840$2,428,499,008$2,428,499,008
24Gofen and Glossberg$1,353,666$3,937,677,090$249,211,741$4,186,888,831
25Altair Advisers$6,282,980$1,220,299,298$3,184,069,923$4,404,369,221
26Savant Capital Management$1,114,254$5,382,962,097$5,382,962,097
27RMB Capital Management$547,750$7,873,658,240$758,338,936$8,631,997,176

Showing 1 to 27 of 27 entries

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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.

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