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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1GREY STREET CAPITAL, LLC$1,790,763$741,375,929$741,375,929
2STONE ISLAND FINANCIAL PLANNING$475,363$131,675,568$131,675,568
3ARLINGTON CAPITAL MANAGEMENT, INC.$239,835$174,359,765$174,359,765
4MARK BELL ADVISORY SERVICES, INC.$901,653$124,428,155$124,428,155
5FOCUS FINANCIAL ADVISORS$272,157$109,679,160$109,679,160
6INVESCO, LLC$865,634$162,739,141$162,739,141
7NEXTCAPITAL ADVISERS$103,736$2,129,384,165$2,129,384,165
8ZIMMERMAN WEALTH MANAGEMENT, LLC$1,729,005$264,537,751$264,537,751
9COGENT STRATEGIC WEALTH$503,614$148,062,638$148,062,638
10MODEL WEALTH$412,639$115,538,914$115,538,914
11PRISM PLANNING PARTNERS$647,357$127,529,414$127,529,414
12PERSONAL FINANCIAL PLANNING, INC.$1,405,941$710,000,000$710,000,000
13CAFG WEALTH MANAGEMENT, INC.$213,699$156,641,548$156,641,548
14RAPPAPORT REICHES CAPITAL MANAGEMENT,$501,050$574,704,366$574,704,366
15STERLING WEALTH MANAGEMENT, INC.$459,748$161,831,305$161,831,305
16MADDEN FUNDS MANAGEMENT$1,100,000$198,000,000$198,000,000
17ARTHUR M. COHEN & ASSOCIATES LLC$994,407$767,682,075$767,682,075
18HINSDALE ASSOCIATES$573,547$122,739,082$122,739,082
19ALEX GREEN INVESTMENT MANAGEMENT LLC$1,912,911$208,507,248$208,507,248
20MONEY MANAGERS ADVISORY$92,461$117,147,881$117,147,881
21SILIGMUELLER & NORVID WEALTH ADVISORS LLC$2,221,437$193,265,000$193,265,000
22HOLDER WEALTH MANAGEMENT$236,488$141,420,000$141,420,000
23ADVISORY PARTNERS, LLC$1,181,585$207,958,889$207,958,889
24KLAAS FINANCIAL ASSET ADVISORS, LLC.$187,209$377,600,000$377,600,000
25MOLLER FINANCIAL SERVICES$474,557$441,812,970$441,812,970
26SCHLINDWEIN ASSOCIATES LLC$426,819$197,617,342$197,617,342
27MENDEL MONEY MANAGEMENT INC$1,076,178$173,264,644$173,264,644
28TRINITY FINANCIAL ADVISORS LLC$334,029$212,108,419$212,108,419
29BALASA DINVERNO FOLTZ LLC$801,371$4,595,063,036$4,595,063,036
30SAVANT WEALTH MANAGEMENT$1,183,234$7,553,766,551$7,553,766,551
31HERITAGE WAY ADVISORS, L.L.C.$638,602$298,227,333$298,227,333
32CHICAGO WEALTH MANAGEMENT, INC.$213,312$158,917,337$158,917,337
33WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$362,625$382,569,349$382,569,349
34FINANCIAL SOLUTIONS ADVISORY GROUP$473,810$597,000,000$597,000,000
35COE CAPITAL MANAGEMENT, LLC$881,483$156,900,207$3,794$156,904,001
36OAK WEALTH ADVISORS LLC$2,184,615$141,300,000$700,000$142,000,000
37REZNY WEALTH MANAGEMENT, INC.$535,391$202,727,722$720,730$203,448,452
38CAPITAL MANAGEMENT CONSULTANTS, INC.$312,839$102,311,030$1,551,412$103,862,442
39CHICAGO CAPITAL, LLC$1,713,297$2,041,974,366$1,988,696$2,043,963,062
40EDGE FINANCIAL ADVISORS, LLC$495,087$227,793,947$2,421,733$230,215,680
41THE PLANNING GROUP$286,781$148,884,033$3,110,001$151,994,034
42VANTAGE FINANCIAL PARTNERS LIMITED$585,126$510,046,630$4,864,372$514,911,002
43SHANKERVALLEAU WEALTH ADVISORS, INC.$597,528$331,373,299$5,632,626$337,005,925
44HENDRICKS WEALTH AND ESTATE MANAGEMENT$111,697$202,005,432$6,086,262$208,091,694
45CAPSTONE FINANCIAL ADVISORS INC$698,641$1,636,041,635$6,462,246$1,642,503,881
46BLUESTEM FINANCIAL ADVISORS, LLC$269,712$185,338,616$7,505,194$192,843,810
47PATRICK M. SWEENEY & ASSOCIATES, INC$659,626$118,879,700$7,768,503$126,648,203
48OFM WEALTH$327,095$237,059,675$9,242,757$246,302,432
49AZA CAPITAL MANAGEMENT$361,015$254,301,307$11,044,615$265,345,922
50MITCHELL VAUGHT & TAYLOR INC$1,508,434$256,515,873$11,985,414$268,501,287
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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 Sabrina Straub.

*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.