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
1Cresset Asset Management, LLC$1,917,103$11,570,814,863$106,261,425$11,677,076,288
2Savant Capital, LLC$1,457,602$9,591,019,191$9,591,019,191
3Balasa Dinverno Foltz LLC$923,663$5,366,480,585$5,366,480,585
4Gofen And Glossberg, L.L.C.$1,629,753$5,275,945,392$279,884,250$5,555,829,642
5The Mather Group, LLC$565,839$5,238,738,916$374,949,221$5,613,688,137
6Nextcapital Advisers, Inc.$115,424$3,965,402,163$3,965,402,163
7JMG Financial Group Ltd$1,017,245$3,640,644,000$147,575,000$3,788,219,000
8Chicago Capital, LLC$2,077,828$2,669,667,853$8,653,082$2,678,320,935
9Chesley, Taft & Associates, LLC$1,292,021$1,980,194,816$165,851,992$2,146,046,808
10INTEROCEAN CAPITAL, LLC$789,725$1,963,117,713$489,767,149$2,452,884,862
11Altair Advisers, LLC$8,053,887$1,855,807,452$4,168,499,791$6,024,307,243
12Port Capital LLC$4,509,722$1,848,909,874$103,799,759$1,952,709,633
13Capstone Financial Advisors Inc$742,373$1,829,602,495$7,028,446$1,836,630,941
14PRIVATE VISTA, LLC$398,521$1,564,290,000$112,289,023$1,676,579,023
15TC Wealth Partners, LLC$650,451$1,049,152,464$8,481,191$1,057,633,655
16Zuckerman Investment Group, LLC$1,168,729$952,601,112$95,748,722$1,048,349,834
17Grey Street Capital, LLC$1,723,867$907,976,959$53,940,848$961,917,807
18Personal Financial Planning, Inc.$1,419,280$896,985,000$896,985,000
19Arthur M. Cohen & Associates LLC$1,134,323$891,578,096$891,578,096
20Urban Financial Advisory Corp$1,276,736$815,351,819$112,834,900$928,186,719
21The Planning Center, Inc.$293,609$765,785,061$77,167,430$842,952,491
22Rappaport Reiches Capital Management, LLC$538,349$654,632,383$654,632,383
23Financial Solutions Advisory Group, Inc.$1,952,610$646,314,000$646,314,000
24Riverpoint Wealth Management Holdings, LLC$539,828$642,934,937$642,934,937
25Keb Asset Management, LLC$410,202$635,446,103$86,510,193$721,956,296
26Coyle Financial Counsel, LLC$348,632$590,110,674$148,989,793$739,100,467
27Embree Financial Group$2,767,278$577,499,322$911,296,278$1,488,795,600
28Vantage Financial Partners Limited$590,294$563,213,172$5,830,558$569,043,730
29Roberts, Glore & Co.$729,490$521,684,712$226,042,664$747,727,376
30Aberdeen Wealth Management LLC$1,133,259$487,361,186$18,072,360$505,433,546
31Jack Moller & Associates, Inc.$498,937$460,585,514$1,929,121$462,514,635
32The Mosaic Financial Group, LLC$1,746,231$447,926,677$535,201,375$983,128,052
33Spotlight Asset Group, Inc.$360,298$439,991,653$6,777,533$446,769,186
34Klaas Financial Asset Advisors, LLC.$201,819$438,149,250$438,149,250
35Promus Capital, LLC$2,415,056$411,299,764$590,948,397$1,002,248,161
36Walled Lake Planning & Wealth Management, LLC$392,269$372,842,126$62,968,227$435,810,353
37Optimum Investment Advisors, LLC$642,567$368,892,721$74,478,536$443,371,257
38Heritage Way Advisors, L.L.C.$735,511$368,490,866$368,490,866
39Shankervalleau Wealth Advisors, Inc.$666,683$366,220,784$6,455,268$372,676,052
40Pinnacle Financial Group LLC$427,696$363,845,547$21,935,798$385,781,345
41Essex LLC$277,112$362,751,227$57,073,351$419,824,578
42Hemsley Advisors, Ltd.$644,626$358,737,976$24,170,028$382,908,004
43GEOWEALTH MANAGEMENT LLC$162,534$348,904,049$1,699,184,958$2,048,089,007
44Sage Private Wealth Group, LLC$333,475$341,884,166$595,134$342,479,300
45Zimmerman Wealth Management, LLC$2,154,595$303,797,935$303,797,935
46Mitchell Vaught & Taylor Inc$1,596,626$296,801,906$1,767,097$298,569,003
47Ruedi Wealth Management, Inc.$311,562$283,609,474$7,077,799$290,687,273
48Insight 2811 Inc$385,290$275,463,215$6,183,462$281,646,677
49GRYPHON ADVISORS, LLC$271,234$271,497,614$78,664,850$350,162,464
50Edge Financial Advisors, LLC$410,104$269,186,170$3,123,206$272,309,376
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Showing 1 to 50 of 107 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 Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.