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