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
2Lowery Asset Consulting, LLC$1,333,854$732,285,928$732,285,928
3Clune & Associates$529,187$300,578,426$300,578,426
4Fountainhead Financial$2,239,341$192,583,331$192,583,331
5Hemsley Advisors, Ltd..$548,487$4,983,971$335,626,583$340,610,554
6Robert Gordon & Associates Inc$113,863$6,870,000$150,830,000$157,700,000
7Interocean Capital - Tn, LLC$1,351,710$81,438,195$22,643,504$104,081,699
8Graybill Bartz Associates, Ltd$395,863$100,240,000$705,105$100,945,105
9Hinsdale Associates$498,450$106,668,216$106,668,216
10Mark Bell Advisory Services, Inc.$791,416$110,798,237$110,798,237
11Chesley, Taft & Associates, Llc$350,882$112,632,961$112,632,961
12Holder Wealth Management$219,264$113,797,760$113,797,760
13Capital Management Consultants, Inc.$242,812$116,776,367$1,473,302$118,249,669
14Oak Wealth Advisors LLC$1,925,393$117,449,000$117,449,000
15CCP Inc$419,861$120,500,000$120,500,000
16Estate & Trust Advisors$984,546$122,572,219$25,109,622$147,681,841
17Invesco, LLC$676,011$126,414,028$126,414,028
18CAFG Wealth Management$173,314$128,772,081$128,772,081
19Sterling Wealth Management, Inc.$406,619$130,118,000$130,118,000
20Oak Family Advisors, LLC$484,298$131,400,000$44,400,000$175,800,000
21Sebold Capital Management, Inc$228,953$131,448,731$15,996,714$147,445,445
22The Cogent Advisor$493,571$131,783,429$131,783,429
23Chicago Wealth Management, Inc.$185,306$132,679,033$132,679,033
24J.G. Hendricks Financial Services, LLC$81,120$136,779,953$3,801,715$140,581,668
25Mendel Money Management Inc$907,488$141,568,192$141,568,192
26Detterbeck Wealth Management$288,716$143,915,328$16,321,839$160,237,167
27Zacks Investment Management, Inc.$175,596$153,119,328$153,119,328
28Cambridge Capital Management, LLC$185,118$154,905,242$10,960,247$165,865,489
29Rezny Wealth Management, Inc.$449,336$157,563,704$1,052,020$158,615,724
30Coe Capital Management, LLC$724,388$161,538,565$161,538,565
31DiBenedetto & Associates Ltd.$316,423$161,967,378$14,913,050$176,880,428
32Edge Portfolio Management$565,403$162,157,275$113,260$162,270,535
33Siligmueller & Norvid Wealth Advisors LLC$1,887,977$164,254,000$164,254,000
34Schlindwein Associates$373,638$170,752,729$170,752,729
35Coyle Financial Counsel, Llc$178,000,000$178,000,000$178,000,000
36Alex Green Investment Management$1,610,491$178,764,455$178,764,455
37Trinity Financial Advisors$265,576$185,903,177$185,903,177
38Advisory Partners, LLC$1,001,884$192,581,503$9,799,135$202,380,638
39Spotlight Asset Group$305,311$193,957,817$43,879,754$237,837,571
40Piershale Financial Group, Inc.$173,819$202,652,471$24,702,437$227,354,908
41OFM Wealth$292,990$203,968,988$14,308,595$218,277,583
42Madden Funds Management$1,084,211$206,000,000$206,000,000
43Zimmerman Wealth Management$1,696,410$208,658,372$208,658,372
44Ruedi Wealth Management, Inc.$280,941$224,298,852$12,815,616$237,114,468
45Gryphon Advisors$241,283$225,219,167$63,838,226$289,057,393
46Jmg Financial Group Ltd$326,100$230,552,877$230,552,877
47Altman Advisors$424,941$233,717,728$233,717,728
48Promus Capital, LLC$1,929,035$240,910,289$449,684,400$690,594,689
49Heritage Way Advisors$575,064$243,252,014$243,252,014
50Essex LLC$219,301$243,845,538$41,465,245$285,310,783
Next Page »

Showing 1 to 50 of 96 entries

Page 1 | 2

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.