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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Rmb Capital Management$500,397$7,761,170,614$903,699,517$8,664,870,131
2Savant Capital Management$1,273,202$6,688,128,321$6,688,128,321
3Cresset Asset Management, Llc$2,919,963$6,273,429,220$243,928,858$6,517,358,078
4Gresham Partners, Llc$36,591,411$5,229,932,255$1,832,210,126$7,062,142,381
5Zacks Investment Management, Inc.$793,353$4,973,528,399$4,973,528,399
6Gofen And Glossberg, L.L.C.$1,543,817$4,707,207,466$260,796,166$4,968,003,632
7Balasa Dinverno Foltz Llc$801,371$4,595,063,036$4,595,063,036
8The Mather Group, Llc$576,247$3,419,794,083$264,727,760$3,684,521,843
9Jmg Financial Group Ltd$1,039,170$3,154,168,000$173,255,000$3,327,423,000
10David Vaughan Investments, Llc$1,174,864$3,045,248,045$3,045,248,045
11Strategic Wealth Partners$629,745$2,575,596,178$104,597,115$2,680,193,293
12Iht Wealth Management Llc$207,698$2,419,151,490$5,717,549$2,424,869,039
13Nextcapital Advisers$103,736$2,129,384,165$2,129,384,165
14Chicago Capital, Llc$1,713,297$2,041,974,366$1,988,696$2,043,963,062
15Interocean Capital, Llc$789,725$1,963,117,713$489,767,149$2,452,884,862
16Chesley, Taft & Associates, Llc$1,225,497$1,797,142,947$146,494,732$1,943,637,679
17Vivaldi Capital Management, Llc$890,327$1,747,813,868$338,223,097$2,086,036,965
18Capstone Financial Advisors Inc$698,641$1,636,041,635$6,462,246$1,642,503,881
19Private Vista, Llc$398,521$1,564,290,000$112,289,023$1,676,579,023
20Private Vista, Llc$398,521$1,564,290,000$112,289,023$1,676,579,023
21Altair Advisers, Llc$7,099,548$1,469,326,603$3,628,149,212$5,097,475,815
22Huber Financial$350,193$1,441,631,166$32,332,970$1,473,964,136
23Port Capital Llc$3,055,561$1,172,123,943$89,822,555$1,261,946,498
24Tc Wealth Partners, Llc$547,821$884,641,351$16,523,880$901,165,231
25Zuckerman Investment Group$1,064,644$875,006,834$71,461,625$946,468,459
26Urban Financial Advisory Corporation$1,228,013$788,047,564$82,613,301$870,660,865
27Arthur M. Cohen & Associates Llc$994,407$767,682,075$767,682,075
28Grey Street Capital, Llc$1,790,763$741,375,929$741,375,929
29The Planning Center, Inc.$281,735$720,848,277$55,613,846$776,462,123
30Financial Solutions Advisory Group$473,810$597,000,000$597,000,000
31Rappaport Reiches Capital Management,$501,050$574,704,366$574,704,366
32Keb Asset Management, Llc$382,206$567,849,223$88,398,804$656,248,027
33Coyle Financial Counsel, Llc$320,863$543,049,228$129,799,775$672,849,003
34Vantage Financial Partners Limited$585,126$510,046,630$4,864,372$514,911,002
35Roberts, Glore & Co.$664,183$495,798,470$198,937,185$694,735,655
36Embree Financial Group$2,409,386$477,818,000$746,150,000$1,223,968,000
37Providence Wealth Advisors, Llc$500,000$450,000,000$450,000,000
38Moller Financial Services$474,557$441,812,970$441,812,970
39Aberdeen Wealth Management Llc$985,778$427,645,999$16,939,871$444,585,870
40Optimum Investment Advisors, Llc$571,670$418,441,463$33,749,800$452,191,263
41The Mosaic Financial Group, Llc$1,639,451$386,033,526$589,440,046$975,473,572
42Walled Lake Planning & Wealth Management, Llc$362,625$382,569,349$382,569,349
43Shankervalleau Wealth Advisors, Inc.$597,528$331,373,299$5,632,626$337,005,925
44Promus Capital, Llc$2,418,712$326,336,578$522,631,415$848,967,993
45Essex Llc$244,529$310,016,754$34,524,192$344,540,946
46Pinnacle Financial Group Llc$402,544$308,666,238$36,313,601$344,979,839
47Heritage Way Advisors, L.L.C.$638,602$298,227,333$298,227,333
48Gryphon Advisors, Llc$271,234$271,497,614$78,664,850$350,162,464
49Zimmerman Wealth Management, Llc$1,729,005$264,537,751$264,537,751
50Graybill Bartz Associates, Ltd$609,691$262,179,440$8,523,360$270,702,800
Next Page »

Showing 1 to 50 of 99 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.