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
1Crumly And Associates, Incorporated$747,475$263,858,688$263,858,688
2South Georgia Capital, LLC$578,288$164,812,072$164,812,072
3Arlington Capital Management, Inc.$222,778$116,958,262$116,958,262
4Mark Bell Advisory Services, Inc.$969,569$130,891,860$130,891,860
5Focus Wealth Planning Inc$276,254$115,474,005$115,474,005
6Forest Asset Management LLC$334,646$130,511,895$130,511,895
7Invesco, LLC$940,774$177,806,293$177,806,293
8Nextcapital Advisers, Inc.$115,424$3,965,402,163$3,965,402,163
9Three Sixty Wealth Management, LLC$218,750$105,000,000$105,000,000
10Zimmerman Wealth Management, LLC$2,154,595$303,797,935$303,797,935
11Cogent Strategic Wealth LLC$529,982$169,594,099$169,594,099
12Model Wealth , Inc.$429,920$136,714,715$136,714,715
13Redmont Wealth Advisors LLC$2,788,364$122,688,000$122,688,000
14PRISM PLANNING PARTNERS$647,357$127,529,414$127,529,414
15Personal Financial Planning, Inc.$1,419,280$896,985,000$896,985,000
16CAFG Wealth Management, Inc.$235,977$174,151,236$174,151,236
17Rappaport Reiches Capital Management, LLC$538,349$654,632,383$654,632,383
18Sterling Wealth Management, Inc.$503,185$216,872,924$216,872,924
19Estate & Trust Advisors, Inc.$355,013$169,696,312$169,696,312
20Madden Funds Management Ltd.$1,068,421$203,000,000$203,000,000
21Coe Capital Management, LLC$905,128$176,500,000$176,500,000
22Arthur M. Cohen & Associates LLC$1,134,323$891,578,096$891,578,096
23Hinsdale Associates, Inc.$653,981$124,910,323$124,910,323
24Creekmur Asset Management, LLC$263,602$197,438,169$197,438,169
25Alex Green Investment Management LLC$1,212,216$206,076,774$206,076,774
26MONEY MANAGERS ADVISORY$92,461$117,147,881$117,147,881
27Siligmueller & Norvid Wealth Advisors LLC$2,410,477$207,301,000$207,301,000
28Holder Wealth Management, Inc.$253,433$163,211,000$163,211,000
29ADVISORY PARTNERS, LLC$1,181,585$207,958,889$207,958,889
30Klaas Financial Asset Advisors, LLC.$201,819$438,149,250$438,149,250
31Riverpoint Wealth Management Holdings, LLC$539,828$642,934,937$642,934,937
32Schlindwein Associates LLC$468,725$214,676,269$214,676,269
33Mendel Money Management Inc$1,238,240$205,547,915$205,547,915
34Oak Wealth Advisors LLC$2,151,515$142,000,000$142,000,000
35TRINITY FINANCIAL ADVISORS LLC$334,029$212,108,419$212,108,419
36Balasa Dinverno Foltz LLC$923,663$5,366,480,585$5,366,480,585
37Savant Capital, LLC$1,457,602$9,591,019,191$9,591,019,191
38Heritage Way Advisors, L.L.C.$735,511$368,490,866$368,490,866
39Chicago Wealth Management, Inc.$244,752$174,997,758$174,997,758
40Financial Solutions Advisory Group, Inc.$1,952,610$646,314,000$646,314,000
41Sage Private Wealth Group, LLC$333,475$341,884,166$595,134$342,479,300
42Capital Management Consultants, Inc.$337,322$101,293,653$1,589,406$102,883,059
43Rezny Wealth Management, Inc.$994,306$250,866,900$1,686,743$252,553,643
44Mitchell Vaught & Taylor Inc$1,596,626$296,801,906$1,767,097$298,569,003
45Jack Moller & Associates, Inc.$498,937$460,585,514$1,929,121$462,514,635
46RPC Private Wealth, LLC$202,093$188,175,931$1,993,927$190,169,858
47Benchmark Capital Group Ltd.$323,007$108,804,014$2,956,530$111,760,544
48Edge Financial Advisors, LLC$410,104$269,186,170$3,123,206$272,309,376
49River Street Advisors, LLC$333,294$138,786,401$3,530,133$142,316,534
50J.G.Hendricks Financial Services, LLC$135,663$261,620,266$5,364,411$266,984,677
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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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.