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
4Savant Capital Management$1,247,761$6,126,504,280$6,126,504,280
5Zacks Investment Management$793,353$4,973,528,399$4,973,528,399
6Cresset Wealth Advisors$3,148,385$3,905,653,460$870,446,200$4,776,099,660
7Altair Advisers, Llc$6,282,980$1,220,299,298$3,184,069,923$4,404,369,221
8Gofen And Glossberg, L.L.C.$1,353,666$3,937,677,090$249,211,741$4,186,888,831
9The Mather Group, Llc$711,629$2,931,483,053$1,213,755,493$4,145,238,546
10Balasa Dinverno Foltz Llc$773,803$4,136,748,330$4,136,748,330
11Jmg Financial Group Ltd$964,296$2,518,406,000$156,550,000$2,674,956,000
12David Vaughan Investments Inc$1,006,840$2,428,499,008$2,428,499,008
13Strategic Wealth Partners$518,746$1,910,681,802$173,121,430$2,083,803,232
14Interocean Capital, Llc$710,970$1,542,101,562$405,245,115$1,947,346,677
15Chesley, Taft & Associates, Llc$1,055,240$1,491,350,231$118,945,319$1,610,295,550
16Vivaldi Capital Management$542,529$1,158,340,498$367,249,953$1,525,590,451
17Private Vista, Llc$1,590,746$1,486,635,464$37,298,815$1,523,934,279
18Capstone Financial Advisors Inc$641,624$1,415,453,571$5,742,703$1,421,196,274
19Iht Wealth Management LLC$166,214$1,267,880,055$1,267,880,055
20Huber Financial$307,330$1,170,815,047$32,689,099$1,203,504,146
21Port Capital Llc$2,731,853$1,010,785,577$1,010,785,577
22Embree Financial Group$2,366,772$352,310,394$648,834,220$1,001,144,614
23The Mosaic Financial Group, Llc$1,507,922$406,909,048$505,383,796$912,292,844
24Urban Financial Advisory Corporation$1,228,013$788,047,564$82,613,301$870,660,865
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
27The Planning Center, Inc.$250,079$650,078,403$58,644,111$708,722,514
28Promus Capital, Llc$1,929,035$240,910,289$449,684,400$690,594,689
29Nextcapital Advisers$86,174$687,495,947$687,495,947
30Personal Financial Planning, Inc.$6,554,000$655,400,000$655,400,000
31Arthur M. Cohen & Associates Llc$814,972$643,828,199$643,828,199
32Grey Street Capital, Llc$1,921,166$619,819,356$4,559,660$624,379,016
33Roberts, Glore & Co.$584,178$423,678,680$169,262,316$592,940,996
34Coyle Financial Counsel, Llc$287,432$455,097,691$131,551,509$586,649,200
35Keb Asset Management, Llc$339,202$478,913,758$72,628,914$551,542,672
36Rappaport Reiches Capital Management,$457,100$463,956,194$463,956,194
37Mitchell Vaught & Taylor Inc$1,798,329$395,679,283$59,298,051$454,977,334
38Vantage Financial Partners Limited$499,718$412,174,986$5,588,953$417,763,939
39Tc Wealth Partners, Llc$383,929$390,818,900$11,154,386$401,973,286
40Moller Financial Services$400,436$401,637,317$401,637,317
41Aberdeen Wealth Management Llc$853,328$374,623,106$11,081,295$385,704,401
42Optimum Investment Advisors, Llc$478,813$372,995,582$372,995,582
43Providence Wealth Advisors$493,333$370,000,000$370,000,000
44Hemsley Advisors, Ltd.$548,487$4,983,971$335,626,583$340,610,554
45Walled Lake Planning & Wealth Management, Llc$359,066$317,786,753$4,654,882$322,441,635
46Clune & Associates$529,187$300,578,426$300,578,426
47Financial Solutions Advisory Group$500,000$300,000,000$300,000,000
48Shankervalleau Wealth Advisors, Inc.$530,566$285,112,046$10,944,022$296,056,068
49Gryphon Advisors, Llc$241,283$225,219,167$63,838,226$289,057,393
50Essex Llc$219,301$243,845,538$41,465,245$285,310,783
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Showing 1 to 50 of 97 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.