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