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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Clune & Associates$571,938$338,015,280$338,015,280
2Fountainhead Financial, Llc$2,896,512$249,100,000$249,100,000
3Brownson, Rehmus & Foxworth, Inc.$1,402,150$5,570,743,864$5,570,743,864
4Lowery Asset Consulting, Llc$2,077,340$806,007,956$806,007,956
5Hemsley Advisors, Ltd.$629,286$12,639,589$375,000,575$387,640,164
6Robert Gordon & Associates Inc$311,339$22,951,519$177,239,535$200,191,054
7Mentor Capital Management Inc.$133,153$91,825,409$29,077,559$120,902,968
8Interocean Capital - Tn, Llc$1,434,570$97,616,846$18,583,340$116,200,186
9Ahc Advisors, Inc.$1,147,453$102,250,612$153,631,472$255,882,084
10Capital Management Consultants, Inc.$312,839$102,311,030$1,551,412$103,862,442
11Focus Financial Advisors$272,157$109,679,160$109,679,160
12Model Wealth$412,639$115,538,914$115,538,914
13Money Managers Advisory$92,461$117,147,881$117,147,881
14Hinsdale Associates$573,547$122,739,082$122,739,082
15Mark Bell Advisory Services, Inc.$901,653$124,428,155$124,428,155
16Prism Planning Partners$647,357$127,529,414$127,529,414
17Stone Island Financial Planning$475,363$131,675,568$131,675,568
18Estate & Trust Advisors$491,127$135,300,000$23,334,000$158,634,000
19Oak Wealth Advisors Llc$2,184,615$141,300,000$700,000$142,000,000
20Holder Wealth Management$236,488$141,420,000$141,420,000
21Ccp, Inc$495,328$142,159,000$142,159,000
22Cogent Strategic Wealth$503,614$148,062,638$148,062,638
23The Planning Group$286,781$148,884,033$3,110,001$151,994,034
24Cafg Wealth Management, Inc.$213,699$156,641,548$156,641,548
25Coe Capital Management, Llc$881,483$156,900,207$3,794$156,904,001
26Chicago Wealth Management, Inc.$213,312$158,917,337$158,917,337
27Sterling Wealth Management, Inc.$459,748$161,831,305$161,831,305
28Invesco, Llc$865,634$162,739,141$162,739,141
29Mendel Money Management Inc$1,076,178$173,264,644$173,264,644
30Sebold Capital Management, Inc$305,515$176,694,984$29,222,292$205,917,276
31Detterbeck Wealth Management$318,574$180,052,779$18,737,359$198,790,138
32Cambridge Capital Management, Llc$243,962$186,471,902$28,214,248$214,686,150
33Dibenedetto & Associates Ltd$356,986$190,041,834$14,510,965$204,552,799
34Ruedi Wealth Management, Inc.$222,253$191,443,827$10,806,172$202,249,999
35Siligmueller & Norvid Wealth Advisors Llc$2,221,437$193,265,000$193,265,000
36Piershale Financial Group, Inc.$191,613$195,954,123$19,610,508$215,564,631
37Schlindwein Associates Llc$426,819$197,617,342$197,617,342
38Madden Funds Management$1,100,000$198,000,000$198,000,000
39Hendricks Wealth And Estate Management$111,697$202,005,432$6,086,262$208,091,694
40Arlington Capital Management, Inc.$225,480$202,481,439$202,481,439
41Rezny Wealth Management, Inc.$535,391$202,727,722$720,730$203,448,452
42Oak Family Advisors, Llc$541,684$205,200,000$58,600,000$263,800,000
43Alex Green Investment Management Llc$1,726,278$207,153,330$207,153,330
44Advisory Partners, Llc$1,181,585$207,958,889$207,958,889
45Trinity Financial Advisors Llc$334,029$212,108,419$212,108,419
46Miramar Capital$876,123$232,088,206$16,730,737$248,818,943
47Ofm Wealth$327,095$237,059,675$9,242,757$246,302,432
48Aza Capital Management$361,015$254,301,307$11,044,615$265,345,922
49Mitchell Vaught & Taylor Inc$1,508,434$256,515,873$11,985,414$268,501,287
50Graybill Bartz Associates, Ltd$609,691$262,179,440$8,523,360$270,702,800
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Showing 1 to 50 of 99 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.