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
1Brownson, Rehmus & Foxworth, Inc.$1,461,933$10,892,864,000$10,892,864,000
2Clune & Associates$529,187$300,578,426$300,578,426
3Fountainhead Financial$2,239,341$192,583,331$192,583,331
4Hemsley Advisors, Ltd..$548,487$4,983,971$335,626,583$340,610,554
5Mark Bell Advisory Services, Inc.$791,416$110,798,237$110,798,237
6CCP Inc$419,861$120,500,000$120,500,000
7Oak Family Advisors, LLC$484,298$131,400,000$44,400,000$175,800,000
8The Cogent Advisor$493,571$131,783,429$131,783,429
9Mendel Money Management Inc$907,488$141,568,192$141,568,192
10Coe Capital Management, LLC$724,388$161,538,565$161,538,565
11Edge Portfolio Management$565,403$162,157,275$113,260$162,270,535
12Siligmueller & Norvid Wealth Advisors LLC$1,887,977$164,254,000$164,254,000
13Coyle Financial Counsel, Llc$178,000,000$178,000,000$178,000,000
14Alex Green Investment Management$1,610,491$178,764,455$178,764,455
15Trinity Financial Advisors$265,576$185,903,177$185,903,177
16Advisory Partners, LLC$1,001,884$192,581,503$9,799,135$202,380,638
17Spotlight Asset Group$305,311$193,957,817$43,879,754$237,837,571
18Zimmerman Wealth Management$1,696,410$208,658,372$208,658,372
19Gryphon Advisors$241,283$225,219,167$63,838,226$289,057,393
20Altman Advisors$424,941$233,717,728$233,717,728
21Promus Capital, LLC$1,929,035$240,910,289$449,684,400$690,594,689
22Heritage Way Advisors$575,064$243,252,014$243,252,014
23ShankerValleau Wealth Advisors, Inc.$530,566$285,112,046$10,944,022$296,056,068
24Financial Solutions Advisory Group$500,000$300,000,000$300,000,000
25Aberdeen Wealth Management$853,328$374,623,106$11,081,295$385,704,401
26Moller Financial Services$400,436$401,637,317$401,637,317
27Vantage Financial Partners Limited$499,718$412,174,986$5,588,953$417,763,939
28The Mosaic Financial Group, Llc$1,222,778$414,521,805$414,521,805
29Coyle Financial Counsel, Inc.$287,432$455,097,691$131,551,509$586,649,200
30Rappaport Reiches Capital Management,$457,100$463,956,194$463,956,194
31Keb Asset Management$339,202$478,913,758$72,628,914$551,542,672
32Grey Street Capital, LLC$1,921,166$619,819,356$4,559,660$624,379,016
33Arthur M. Cohen & Associates$814,972$643,828,199$643,828,199
34Personal Financial Planning, Inc.$6,554,000$655,400,000$655,400,000
35Urban Financial Advisory Corporation$1,235,794$756,483,814$114,750,998$871,234,812
36Zuckerman Investment Group$948,045$812,186,702$22,092,789$834,279,491
37Huber Financial$307,330$1,170,815,047$32,689,099$1,203,504,146
38Capstone Financial Advisors Inc$641,624$1,415,453,571$5,742,703$1,421,196,274
39Private Vista, LLC$1,590,746$1,486,635,464$37,298,815$1,523,934,279
40Chesley, Taft & Associates$1,055,240$1,491,350,231$118,945,319$1,610,295,550
41Interocean Capital, LLC$710,970$1,542,101,562$405,245,115$1,947,346,677
42Strategic Wealth Partners$518,746$1,910,681,802$173,121,430$2,083,803,232
43JMG Financial Group Ltd.$964,296$2,518,406,000$156,550,000$2,674,956,000
44Cresset Wealth Advisors$5,359,476$2,704,216,349$634,737,484$3,338,953,833
45The Mather Group, Inc.$711,629$2,931,483,053$1,213,755,493$4,145,238,546
46Balasa Dinverno Foltz$773,803$4,136,748,330$4,136,748,330
47Schlindwein Associates Llc$1,758,875$6,828,957,938$160,810,194$6,989,768,132

Showing 1 to 47 of 47 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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