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
2RMB Capital Management$547,750$7,873,658,240$758,338,936$8,631,997,176
3Gresham Partners$40,951,363$4,606,352,489$2,642,038,686$7,248,391,175
4Schlindwein Associates Llc$1,758,875$6,828,957,938$160,810,194$6,989,768,132
5Savant Capital Management$1,114,254$5,382,962,097$5,382,962,097
6Zacks Investment Management$811,347$4,774,778,847$4,774,778,847
7Altair Advisers$6,282,980$1,220,299,298$3,184,069,923$4,404,369,221
8Gofen and Glossberg$1,353,666$3,937,677,090$249,211,741$4,186,888,831
9The Mather Group, Inc.$711,629$2,931,483,053$1,213,755,493$4,145,238,546
10Balasa Dinverno Foltz$773,803$4,136,748,330$4,136,748,330
11Cresset Wealth Advisors$5,359,476$2,704,216,349$634,737,484$3,338,953,833
12JMG Financial Group Ltd.$964,296$2,518,406,000$156,550,000$2,674,956,000
13David Vaughan Investments Inc$1,006,840$2,428,499,008$2,428,499,008
14Strategic Wealth Partners$518,746$1,910,681,802$173,121,430$2,083,803,232
15Interocean Capital, LLC$710,970$1,542,101,562$405,245,115$1,947,346,677
16Chesley, Taft & Associates$1,055,240$1,491,350,231$118,945,319$1,610,295,550
17Vivaldi Capital Management$542,529$1,158,340,498$367,249,953$1,525,590,451
18Private Vista, LLC$1,590,746$1,486,635,464$37,298,815$1,523,934,279
19Capstone Financial Advisors Inc$641,624$1,415,453,571$5,742,703$1,421,196,274
20Iht Wealth Management LLC$166,214$1,267,880,055$1,267,880,055
21Huber Financial$307,330$1,170,815,047$32,689,099$1,203,504,146
22Port Capital LLC$2,731,853$1,010,785,577$1,010,785,577
23The Mosaic Financial Group$1,507,922$406,909,048$505,383,796$912,292,844
24Urban Financial Advisory Corporation$1,235,794$756,483,814$114,750,998$871,234,812
25Zuckerman Investment Group$948,045$812,186,702$22,092,789$834,279,491
26Lowery Asset Consulting, LLC$1,333,854$732,285,928$732,285,928
27Leonetti & Associates$708,378$712,627,868$712,627,868
28The Planning Center, Inc.$250,079$650,078,403$58,644,111$708,722,514
29Promus Capital, LLC$1,929,035$240,910,289$449,684,400$690,594,689
30NextCapital Advisers$86,174$687,495,947$687,495,947
31Personal Financial Planning, Inc.$6,554,000$655,400,000$655,400,000
32Arthur M. Cohen & Associates$814,972$643,828,199$643,828,199
33Grey Street Capital, LLC$1,921,166$619,819,356$4,559,660$624,379,016
34Roberts, Glore & Co.$584,178$423,678,680$169,262,316$592,940,996
35Coyle Financial Counsel, Inc.$287,432$455,097,691$131,551,509$586,649,200
36Keb Asset Management$339,202$478,913,758$72,628,914$551,542,672
37Ccp, Inc$368,779$439,399,780$31,530,684$470,930,464
38Rappaport Reiches Capital Management,$457,100$463,956,194$463,956,194
39Mitchell Vaught & Taylor Inc$1,798,329$395,679,283$59,298,051$454,977,334
40Vantage Financial Partners Limited$499,718$412,174,986$5,588,953$417,763,939
41The Mosaic Financial Group, Llc$1,222,778$414,521,805$414,521,805
42TC Wealth Partners, LLC$383,929$390,818,900$11,154,386$401,973,286
43Moller Financial Services$400,436$401,637,317$401,637,317
44Aberdeen Wealth Management$853,328$374,623,106$11,081,295$385,704,401
45Optimum Investment Advisors$478,813$372,995,582$372,995,582
46Providence Wealth Advisors$493,333$370,000,000$370,000,000
47Hemsley Advisors, Ltd..$548,487$4,983,971$335,626,583$340,610,554
48Clune & Associates$529,187$300,578,426$300,578,426
49Financial Solutions Advisory Group$500,000$300,000,000$300,000,000
50ShankerValleau Wealth Advisors, Inc.$530,566$285,112,046$10,944,022$296,056,068
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Showing 1 to 50 of 96 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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