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