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 |
|---|---|---|---|---|---|
| 1 | Brownson, Rehmus & Foxworth, Inc. | $1,461,933 | — | $10,892,864,000 | $10,892,864,000 |
| 2 | Lowery Asset Consulting, LLC | $1,333,854 | — | $732,285,928 | $732,285,928 |
| 3 | Clune & Associates | $529,187 | — | $300,578,426 | $300,578,426 |
| 4 | Fountainhead Financial | $2,239,341 | — | $192,583,331 | $192,583,331 |
| 5 | Hemsley Advisors, Ltd.. | $548,487 | $4,983,971 | $335,626,583 | $340,610,554 |
| 6 | Robert Gordon & Associates Inc | $113,863 | $6,870,000 | $150,830,000 | $157,700,000 |
| 7 | Interocean Capital - Tn, LLC | $1,351,710 | $81,438,195 | $22,643,504 | $104,081,699 |
| 8 | Graybill Bartz Associates, Ltd | $395,863 | $100,240,000 | $705,105 | $100,945,105 |
| 9 | Hinsdale Associates | $498,450 | $106,668,216 | — | $106,668,216 |
| 10 | Mark Bell Advisory Services, Inc. | $791,416 | $110,798,237 | — | $110,798,237 |
| 11 | Chesley, Taft & Associates, Llc | $350,882 | $112,632,961 | — | $112,632,961 |
| 12 | Holder Wealth Management | $219,264 | $113,797,760 | — | $113,797,760 |
| 13 | Capital Management Consultants, Inc. | $242,812 | $116,776,367 | $1,473,302 | $118,249,669 |
| 14 | Oak Wealth Advisors LLC | $1,925,393 | $117,449,000 | — | $117,449,000 |
| 15 | CCP Inc | $419,861 | $120,500,000 | — | $120,500,000 |
| 16 | Estate & Trust Advisors | $984,546 | $122,572,219 | $25,109,622 | $147,681,841 |
| 17 | Invesco, LLC | $676,011 | $126,414,028 | — | $126,414,028 |
| 18 | CAFG Wealth Management | $173,314 | $128,772,081 | — | $128,772,081 |
| 19 | Sterling Wealth Management, Inc. | $406,619 | $130,118,000 | — | $130,118,000 |
| 20 | Oak Family Advisors, LLC | $484,298 | $131,400,000 | $44,400,000 | $175,800,000 |
| 21 | Sebold Capital Management, Inc | $228,953 | $131,448,731 | $15,996,714 | $147,445,445 |
| 22 | The Cogent Advisor | $493,571 | $131,783,429 | — | $131,783,429 |
| 23 | Chicago Wealth Management, Inc. | $185,306 | $132,679,033 | — | $132,679,033 |
| 24 | J.G. Hendricks Financial Services, LLC | $81,120 | $136,779,953 | $3,801,715 | $140,581,668 |
| 25 | Mendel Money Management Inc | $907,488 | $141,568,192 | — | $141,568,192 |
| 26 | Detterbeck Wealth Management | $288,716 | $143,915,328 | $16,321,839 | $160,237,167 |
| 27 | Zacks Investment Management, Inc. | $175,596 | $153,119,328 | — | $153,119,328 |
| 28 | Cambridge Capital Management, LLC | $185,118 | $154,905,242 | $10,960,247 | $165,865,489 |
| 29 | Rezny Wealth Management, Inc. | $449,336 | $157,563,704 | $1,052,020 | $158,615,724 |
| 30 | Coe Capital Management, LLC | $724,388 | $161,538,565 | — | $161,538,565 |
| 31 | DiBenedetto & Associates Ltd. | $316,423 | $161,967,378 | $14,913,050 | $176,880,428 |
| 32 | Edge Portfolio Management | $565,403 | $162,157,275 | $113,260 | $162,270,535 |
| 33 | Siligmueller & Norvid Wealth Advisors LLC | $1,887,977 | $164,254,000 | — | $164,254,000 |
| 34 | Schlindwein Associates | $373,638 | $170,752,729 | — | $170,752,729 |
| 35 | Coyle Financial Counsel, Llc | $178,000,000 | $178,000,000 | — | $178,000,000 |
| 36 | Alex Green Investment Management | $1,610,491 | $178,764,455 | — | $178,764,455 |
| 37 | Trinity Financial Advisors | $265,576 | $185,903,177 | — | $185,903,177 |
| 38 | Advisory Partners, LLC | $1,001,884 | $192,581,503 | $9,799,135 | $202,380,638 |
| 39 | Spotlight Asset Group | $305,311 | $193,957,817 | $43,879,754 | $237,837,571 |
| 40 | Piershale Financial Group, Inc. | $173,819 | $202,652,471 | $24,702,437 | $227,354,908 |
| 41 | OFM Wealth | $292,990 | $203,968,988 | $14,308,595 | $218,277,583 |
| 42 | Madden Funds Management | $1,084,211 | $206,000,000 | — | $206,000,000 |
| 43 | Zimmerman Wealth Management | $1,696,410 | $208,658,372 | — | $208,658,372 |
| 44 | Ruedi Wealth Management, Inc. | $280,941 | $224,298,852 | $12,815,616 | $237,114,468 |
| 45 | Gryphon Advisors | $241,283 | $225,219,167 | $63,838,226 | $289,057,393 |
| 46 | Jmg Financial Group Ltd | $326,100 | $230,552,877 | — | $230,552,877 |
| 47 | Altman Advisors | $424,941 | $233,717,728 | — | $233,717,728 |
| 48 | Promus Capital, LLC | $1,929,035 | $240,910,289 | $449,684,400 | $690,594,689 |
| 49 | Heritage Way Advisors | $575,064 | $243,252,014 | — | $243,252,014 |
| 50 | Essex LLC | $219,301 | $243,845,538 | $41,465,245 | $285,310,783 |
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.
