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
1RMB Capital Management$547,750$7,873,658,240$758,338,936$8,631,997,176
2Schlindwein Associates Llc$1,758,875$6,828,957,938$160,810,194$6,989,768,132
3Savant Capital Management$1,114,254$5,382,962,097$5,382,962,097
4Zacks Investment Management$811,347$4,774,778,847$4,774,778,847
5Gresham Partners$40,951,363$4,606,352,489$2,642,038,686$7,248,391,175
6Balasa Dinverno Foltz$773,803$4,136,748,330$4,136,748,330
7Gofen and Glossberg$1,353,666$3,937,677,090$249,211,741$4,186,888,831
8The Mather Group, Inc.$711,629$2,931,483,053$1,213,755,493$4,145,238,546
9Cresset Wealth Advisors$5,359,476$2,704,216,349$634,737,484$3,338,953,833
10JMG Financial Group Ltd.$964,296$2,518,406,000$156,550,000$2,674,956,000
11David Vaughan Investments Inc$1,006,840$2,428,499,008$2,428,499,008
12Strategic Wealth Partners$518,746$1,910,681,802$173,121,430$2,083,803,232
13Interocean Capital, LLC$710,970$1,542,101,562$405,245,115$1,947,346,677
14Chesley, Taft & Associates$1,055,240$1,491,350,231$118,945,319$1,610,295,550
15Private Vista, LLC$1,590,746$1,486,635,464$37,298,815$1,523,934,279
16Capstone Financial Advisors Inc$641,624$1,415,453,571$5,742,703$1,421,196,274
17Iht Wealth Management LLC$166,214$1,267,880,055$1,267,880,055
18Altair Advisers$6,282,980$1,220,299,298$3,184,069,923$4,404,369,221
19Huber Financial$307,330$1,170,815,047$32,689,099$1,203,504,146
20Vivaldi Capital Management$542,529$1,158,340,498$367,249,953$1,525,590,451
21Port Capital LLC$2,731,853$1,010,785,577$1,010,785,577
22Zuckerman Investment Group$948,045$812,186,702$22,092,789$834,279,491
23Urban Financial Advisory Corporation$1,235,794$756,483,814$114,750,998$871,234,812
24Leonetti & Associates$708,378$712,627,868$712,627,868
25NextCapital Advisers$86,174$687,495,947$687,495,947
26Personal Financial Planning, Inc.$6,554,000$655,400,000$655,400,000
27The Planning Center, Inc.$250,079$650,078,403$58,644,111$708,722,514
28Arthur M. Cohen & Associates$814,972$643,828,199$643,828,199
29Grey Street Capital, LLC$1,921,166$619,819,356$4,559,660$624,379,016
30Keb Asset Management$339,202$478,913,758$72,628,914$551,542,672
31Rappaport Reiches Capital Management,$457,100$463,956,194$463,956,194
32Coyle Financial Counsel, Inc.$287,432$455,097,691$131,551,509$586,649,200
33Ccp, Inc$368,779$439,399,780$31,530,684$470,930,464
34Roberts, Glore & Co.$584,178$423,678,680$169,262,316$592,940,996
35The Mosaic Financial Group, Llc$1,222,778$414,521,805$414,521,805
36Vantage Financial Partners Limited$499,718$412,174,986$5,588,953$417,763,939
37The Mosaic Financial Group$1,507,922$406,909,048$505,383,796$912,292,844
38Moller Financial Services$400,436$401,637,317$401,637,317
39Mitchell Vaught & Taylor Inc$1,798,329$395,679,283$59,298,051$454,977,334
40TC Wealth Partners, LLC$383,929$390,818,900$11,154,386$401,973,286
41Aberdeen Wealth Management$853,328$374,623,106$11,081,295$385,704,401
42Optimum Investment Advisors$478,813$372,995,582$372,995,582
43Providence Wealth Advisors$493,333$370,000,000$370,000,000
44Financial Solutions Advisory Group$500,000$300,000,000$300,000,000
45ShankerValleau Wealth Advisors, Inc.$530,566$285,112,046$10,944,022$296,056,068
46Graybill Bartz Associates, Ltd.$590,394$246,292,041$7,577,210$253,869,251
47Essex LLC$219,301$243,845,538$41,465,245$285,310,783
48Heritage Way Advisors$575,064$243,252,014$243,252,014
49Promus Capital, LLC$1,929,035$240,910,289$449,684,400$690,594,689
50Altman Advisors$424,941$233,717,728$233,717,728
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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.

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