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.$24,071,544$0$11,241,411,000$11,241,411,000
2RMB Capital Management$646,700$8,394,878,066$774,037,439$9,168,915,505
3Gresham Partners$42,031,046$4,208,007,534$2,727,115,111$6,935,122,645
4Savant Capital Management$1,240,297$5,617,303,696$0$5,617,303,696
5Zacks Investment Management$811,347$4,774,778,847$0$4,774,778,847
6Altair Advisers$7,098,112$1,194,944,857$3,333,650,735$4,528,595,592
7Gofen and Glossberg$1,426,937$4,099,036,839$275,951,310$4,374,988,149
8Balasa Dinverno Foltz$805,320$4,153,839,466$0$4,153,839,466
9Cresset Wealth Advisors$8,947,508$2,451,100,063$600,000,000$3,051,100,063
10The Mather Group, Inc.$724,171$2,490,889,817$365,963,684$2,856,853,501
11David Vaughan Investments Inc$1,186,957$2,582,818,000$0$2,582,818,000
12JMG Financial Group Ltd.$945,496$2,424,655,000$153,712,000$2,578,367,000
13Strategic Wealth Partners$578,127$1,973,673,727$97,754,419$2,071,428,146
14Chesley, Taft & Associates$1,131,631$1,589,085,013$171,732,368$1,760,817,381
15Private Vista, LLC$1,416,722$1,562,145,645$135,087,747$1,697,233,392
16Interocean Capital, LLC$775,920$1,075,295,788$583,621,069$1,658,916,857
17Chicago Partners Investment Group$934,754$1,265,518,364$365,627,854$1,631,146,218
18Capstone Financial Advisors Inc$632,474$1,363,219,072$7,352,498$1,370,571,570
19Huber Financial$328,248$1,202,847,606$30,053,264$1,232,900,870
20Vivaldi Capital Management$474,241$756,879,692$445,795,701$1,202,675,393
21The Mosaic Financial Group$2,009,644$679,672,416$473,863,409$1,153,535,825
22Iht Wealth Management LLC$155,080$1,063,541,876$0$1,063,541,876
23Port Capital LLC$2,897,147$1,011,104,233$0$1,011,104,233
24Archpoint Investors$4,067,314$184,485,702$795,736,899$980,222,601
25Astraeus Advisers$1,436,052$414,436,812$488,839,960$903,276,772
26Urban Financial Advisory Corporation$1,235,794$756,483,814$114,750,998$871,234,812
27Zuckerman Investment Group$1,059,061$824,683,522$22,564,891$847,248,413
28Lowery Asset Consulting, LLC$1,680,886$0$736,228,248$736,228,248
29Leonetti & Associates$708,378$712,627,868$0$712,627,868
30The Planning Center, Inc.$266,651$660,274,528$48,483,530$708,758,058
31Promus Capital, LLC$1,651,468$290,722,904$397,939,410$688,662,314
32Arthur M. Cohen & Associates$818,351$645,679,303$0$645,679,303
33Roberts, Glore & Co.$606,179$440,952,419$177,349,986$618,302,405
34Personal Financial Planning, Inc.$2,392,000$598,000,000$0$598,000,000
35Keb Asset Management$373,766$422,021,548$135,637,035$557,658,583
36Mitchell Vaught & Taylor Inc$3,455,101$487,860,990$61,500,053$549,361,043
37Evanston Advisors$849,054$537,451,000$0$537,451,000
38Coyle Financial Counsel, Inc.$376,507$486,656,665$37,064,906$523,721,571
39Grey Street Capital, LLC$2,293,113$467,724,814$16,122,054$483,846,868
40Rappaport Reiches Capital Management,$484,387$466,465,059$0$466,465,059
41Optimum Investment Advisors$571,408$459,412,088$0$459,412,088
42Vantage Financial Partners Limited$538,925$444,107,575$6,972,700$451,080,275
43Moller Financial Services$445,834$421,312,815$0$421,312,815
44TC Wealth Partners, LLC$436,301$412,307,866$7,849,843$420,157,709
45Aberdeen Wealth Management$813,348$403,961,154$5,966,472$409,927,626
46Providence Wealth Advisors$391,176$332,500,000$0$332,500,000
47Clune & Associates$568,517$0$323,486,282$323,486,282
48ShankerValleau Wealth Advisors, Inc.$589,552$307,882,958$11,654,054$319,537,012
49Gryphon Advisors$269,623$246,920,319$64,763,530$311,683,849
50Hemsley Advisors, Ltd..$1,526,953$0$309,971,358$309,971,358
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Showing 1 to 50 of 94 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.


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