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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1CLUNE & ASSOCIATES$571,938$338,015,280$338,015,280
2BROWNSON, REHMUS & FOXWORTH, INC.$1,402,150$5,570,743,864$5,570,743,864
3LOWERY ASSET CONSULTING, LLC$2,077,340$806,007,956$806,007,956
4FOUNTAINHEAD FINANCIAL, LLC$2,896,512$249,100,000$249,100,000
5NORTH SHORE INVESTMENT CONSULTING LLC$1,633,973$127,449,892$127,449,892
6HEMSLEY ADVISORS, LTD.$629,286$12,639,589$375,000,575$387,640,164
7ROBERT GORDON & ASSOCIATES INC$311,339$22,951,519$177,239,535$200,191,054
8MEYER FINANCIAL SERVICES, INC.$295,610$79,508,165$25,728,948$105,237,113
9MENTOR CAPITAL MANAGEMENT INC.$133,153$91,825,409$29,077,559$120,902,968
10INTEROCEAN CAPITAL - TN, LLC$1,434,570$97,616,846$18,583,340$116,200,186
11AHC ADVISORS, INC.$1,147,453$102,250,612$153,631,472$255,882,084
12CAPITAL MANAGEMENT CONSULTANTS, INC.$312,839$102,311,030$1,551,412$103,862,442
13FOCUS FINANCIAL ADVISORS$272,157$109,679,160$109,679,160
14MODEL WEALTH$412,639$115,538,914$115,538,914
15MONEY MANAGERS ADVISORY$92,461$117,147,881$117,147,881
16PATRICK M. SWEENEY & ASSOCIATES, INC$659,626$118,879,700$7,768,503$126,648,203
17HINSDALE ASSOCIATES$573,547$122,739,082$122,739,082
18MARK BELL ADVISORY SERVICES, INC.$901,653$124,428,155$124,428,155
19PRISM PLANNING PARTNERS$647,357$127,529,414$127,529,414
20STONE ISLAND FINANCIAL PLANNING$475,363$131,675,568$131,675,568
21ESTATE & TRUST ADVISORS$491,127$135,300,000$23,334,000$158,634,000
22OAK WEALTH ADVISORS LLC$2,184,615$141,300,000$700,000$142,000,000
23HOLDER WEALTH MANAGEMENT$236,488$141,420,000$141,420,000
24COGENT STRATEGIC WEALTH$503,614$148,062,638$148,062,638
25THE PLANNING GROUP$286,781$148,884,033$3,110,001$151,994,034
26CAFG WEALTH MANAGEMENT, INC.$213,699$156,641,548$156,641,548
27COE CAPITAL MANAGEMENT, LLC$881,483$156,900,207$3,794$156,904,001
28CHICAGO WEALTH MANAGEMENT, INC.$213,312$158,917,337$158,917,337
29STERLING WEALTH MANAGEMENT, INC.$459,748$161,831,305$161,831,305
30INVESCO, LLC$865,634$162,739,141$162,739,141
31MENDEL MONEY MANAGEMENT INC$1,076,178$173,264,644$173,264,644
32ARLINGTON CAPITAL MANAGEMENT, INC.$239,835$174,359,765$174,359,765
33SEBOLD CAPITAL MANAGEMENT, INC$305,515$176,694,984$29,222,292$205,917,276
34DETTERBECK WEALTH MANAGEMENT$318,574$180,052,779$18,737,359$198,790,138
35BLUESTEM FINANCIAL ADVISORS, LLC$269,712$185,338,616$7,505,194$192,843,810
36CAMBRIDGE CAPITAL MANAGEMENT, LLC$243,962$186,471,902$28,214,248$214,686,150
37DIBENEDETTO & ASSOCIATES LTD$356,986$190,041,834$14,510,965$204,552,799
38SILIGMUELLER & NORVID WEALTH ADVISORS LLC$2,221,437$193,265,000$193,265,000
39PIERSHALE FINANCIAL GROUP, INC.$191,613$195,954,123$19,610,508$215,564,631
40SCHLINDWEIN ASSOCIATES LLC$426,819$197,617,342$197,617,342
41MADDEN FUNDS MANAGEMENT$1,100,000$198,000,000$198,000,000
42HENDRICKS WEALTH AND ESTATE MANAGEMENT$111,697$202,005,432$6,086,262$208,091,694
43REZNY WEALTH MANAGEMENT, INC.$535,391$202,727,722$720,730$203,448,452
44OAK FAMILY ADVISORS, LLC$541,684$205,200,000$58,600,000$263,800,000
45ADVISORY PARTNERS, LLC$1,181,585$207,958,889$207,958,889
46ALEX GREEN INVESTMENT MANAGEMENT LLC$1,912,911$208,507,248$208,507,248
47TRINITY FINANCIAL ADVISORS LLC$334,029$212,108,419$212,108,419
48EDGE FINANCIAL ADVISORS, LLC$495,087$227,793,947$2,421,733$230,215,680
49MIRAMAR CAPITAL$876,123$232,088,206$16,730,737$248,818,943
50RUEDI WEALTH MANAGEMENT, INC.$276,005$236,004,257$15,436,584$251,440,841
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Showing 1 to 50 of 96 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.