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
1Savant Capital Management$1,114,254$5,382,962,097$5,382,962,097
2Zacks Investment Management$811,347$4,774,778,847$4,774,778,847
3Balasa Dinverno Foltz$773,803$4,136,748,330$4,136,748,330
4David Vaughan Investments Inc$1,006,840$2,428,499,008$2,428,499,008
5Iht Wealth Management LLC$166,214$1,267,880,055$1,267,880,055
6Port Capital LLC$2,731,853$1,010,785,577$1,010,785,577
7Leonetti & Associates$708,378$712,627,868$712,627,868
8NextCapital Advisers$86,174$687,495,947$687,495,947
9Personal Financial Planning, Inc.$6,554,000$655,400,000$655,400,000
10Arthur M. Cohen & Associates$814,972$643,828,199$643,828,199
11Rappaport Reiches Capital Management,$457,100$463,956,194$463,956,194
12The Mosaic Financial Group, Llc$1,222,778$414,521,805$414,521,805
13Moller Financial Services$400,436$401,637,317$401,637,317
14Optimum Investment Advisors$478,813$372,995,582$372,995,582
15Providence Wealth Advisors$493,333$370,000,000$370,000,000
16Financial Solutions Advisory Group$500,000$300,000,000$300,000,000
17Heritage Way Advisors$575,064$243,252,014$243,252,014
18Altman Advisors$424,941$233,717,728$233,717,728
19Jmg Financial Group Ltd$326,100$230,552,877$230,552,877
20Zimmerman Wealth Management$1,696,410$208,658,372$208,658,372
21Madden Funds Management$1,084,211$206,000,000$206,000,000
22Trinity Financial Advisors$265,576$185,903,177$185,903,177
23Alex Green Investment Management$1,610,491$178,764,455$178,764,455
24Coyle Financial Counsel, Llc$178,000,000$178,000,000$178,000,000
25Schlindwein Associates$373,638$170,752,729$170,752,729
26Siligmueller & Norvid Wealth Advisors LLC$1,887,977$164,254,000$164,254,000
27Coe Capital Management, LLC$724,388$161,538,565$161,538,565
28Zacks Investment Management, Inc.$175,596$153,119,328$153,119,328
29Mendel Money Management Inc$907,488$141,568,192$141,568,192
30Chicago Wealth Management, Inc.$185,306$132,679,033$132,679,033
31The Cogent Advisor$493,571$131,783,429$131,783,429
32Sterling Wealth Management, Inc.$406,619$130,118,000$130,118,000
33CAFG Wealth Management$173,314$128,772,081$128,772,081
34Invesco, LLC$676,011$126,414,028$126,414,028
35CCP Inc$419,861$120,500,000$120,500,000
36Oak Wealth Advisors LLC$1,925,393$117,449,000$117,449,000
37Holder Wealth Management$219,264$113,797,760$113,797,760
38Chesley, Taft & Associates, Llc$350,882$112,632,961$112,632,961
39Mark Bell Advisory Services, Inc.$791,416$110,798,237$110,798,237
40Hinsdale Associates$498,450$106,668,216$106,668,216
41Edge Portfolio Management$565,403$162,157,275$113,260$162,270,535
42Graybill Bartz Associates, Ltd$395,863$100,240,000$705,105$100,945,105
43Rezny Wealth Management, Inc.$449,336$157,563,704$1,052,020$158,615,724
44Capital Management Consultants, Inc.$242,812$116,776,367$1,473,302$118,249,669
45J.G. Hendricks Financial Services, LLC$81,120$136,779,953$3,801,715$140,581,668
46Grey Street Capital, LLC$1,921,166$619,819,356$4,559,660$624,379,016
47Vantage Financial Partners Limited$499,718$412,174,986$5,588,953$417,763,939
48Capstone Financial Advisors Inc$641,624$1,415,453,571$5,742,703$1,421,196,274
49Graybill Bartz Associates, Ltd.$590,394$246,292,041$7,577,210$253,869,251
50Advisory Partners, LLC$1,001,884$192,581,503$9,799,135$202,380,638
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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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