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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1BROWNSON, REHMUS & FOXWORTH, INC.$1,402,150$5,570,743,864$5,570,743,864
2ALTAIR ADVISERS, LLC$7,099,548$1,469,326,603$3,628,149,212$5,097,475,815
3GEOWEALTH MANAGEMENT LLC$162,534$348,904,049$1,699,184,958$2,048,089,007
4LOWERY ASSET CONSULTING, LLC$2,077,340$806,007,956$806,007,956
5EMBREE FINANCIAL GROUP$2,409,386$477,818,000$746,150,000$1,223,968,000
6THE MOSAIC FINANCIAL GROUP, LLC$1,639,451$386,033,526$589,440,046$975,473,572
7PROMUS CAPITAL, LLC$2,418,712$326,336,578$522,631,415$848,967,993
8INTEROCEAN CAPITAL, LLC$789,725$1,963,117,713$489,767,149$2,452,884,862
9HEMSLEY ADVISORS, LTD.$629,286$12,639,589$375,000,575$387,640,164
10CLUNE & ASSOCIATES$571,938$338,015,280$338,015,280
11GOFEN AND GLOSSBERG, L.L.C.$1,543,817$4,707,207,466$260,796,166$4,968,003,632
12THE MATHER GROUP, LLC$538,579$3,660,737,077$252,576,651$3,913,313,728
13FOUNTAINHEAD FINANCIAL, LLC$2,896,512$249,100,000$249,100,000
14ROBERTS, GLORE & CO.$664,183$495,798,470$198,937,185$694,735,655
15ROBERT GORDON & ASSOCIATES INC$311,339$22,951,519$177,239,535$200,191,054
16JMG FINANCIAL GROUP LTD$1,039,170$3,154,168,000$173,255,000$3,327,423,000
17AHC ADVISORS, INC.$1,147,453$102,250,612$153,631,472$255,882,084
18CHESLEY, TAFT & ASSOCIATES, LLC$1,225,497$1,797,142,947$146,494,732$1,943,637,679
19COYLE FINANCIAL COUNSEL, LLC$320,863$543,049,228$129,799,775$672,849,003
20NORTH SHORE INVESTMENT CONSULTING LLC$1,633,973$127,449,892$127,449,892
21URBAN FINANCIAL ADVISORY CORPORATION$1,276,736$815,351,819$112,834,900$928,186,719
22PRIVATE VISTA, LLC$398,521$1,564,290,000$112,289,023$1,676,579,023
23PORT CAPITAL LLC$3,055,561$1,172,123,943$89,822,555$1,261,946,498
24KEB WEALTH ADVISORS$382,206$567,849,223$88,398,804$656,248,027
25SPOTLIGHT ASSET GROUP$352,577$319,430,093$84,270,642$403,700,735
26GRYPHON ADVISORS, LLC$271,234$271,497,614$78,664,850$350,162,464
27ZUCKERMAN INVESTMENT GROUP$1,064,644$875,006,834$71,461,625$946,468,459
28OAK FAMILY ADVISORS, LLC$541,684$205,200,000$58,600,000$263,800,000
29THE PLANNING CENTER, INC.$281,735$720,848,277$55,613,846$776,462,123
30PINNACLE FINANCIAL GROUP LLC$402,544$308,666,238$36,313,601$344,979,839
31ESSEX LLC$244,529$310,016,754$34,524,192$344,540,946
32OPTIMUM INVESTMENT ADVISORS, LLC$571,670$418,441,463$33,749,800$452,191,263
33SEBOLD CAPITAL MANAGEMENT, INC$305,515$176,694,984$29,222,292$205,917,276
34MENTOR CAPITAL MANAGEMENT INC.$133,153$91,825,409$29,077,559$120,902,968
35CAMBRIDGE CAPITAL MANAGEMENT, LLC$243,962$186,471,902$28,214,248$214,686,150
36MEYER FINANCIAL SERVICES, INC.$295,610$79,508,165$25,728,948$105,237,113
37ESTATE & TRUST ADVISORS$491,127$135,300,000$23,334,000$158,634,000
38PIERSHALE FINANCIAL GROUP, INC.$191,613$195,954,123$19,610,508$215,564,631
39DETTERBECK WEALTH MANAGEMENT$318,574$180,052,779$18,737,359$198,790,138
40INTEROCEAN CAPITAL - TN, LLC$1,434,570$97,616,846$18,583,340$116,200,186
41ABERDEEN WEALTH MANAGEMENT LLC$985,778$427,645,999$16,939,871$444,585,870
42MIRAMAR CAPITAL$876,123$232,088,206$16,730,737$248,818,943
43TC WEALTH PARTNERS, LLC$547,821$884,641,351$16,523,880$901,165,231
44RUEDI WEALTH MANAGEMENT, INC.$276,005$236,004,257$15,436,584$251,440,841
45GRAYBILL BARTZ ASSOCIATES, LTD$562,550$251,142,175$14,943,945$266,086,120
46DIBENEDETTO & ASSOCIATES LTD$356,986$190,041,834$14,510,965$204,552,799
47MITCHELL VAUGHT & TAYLOR INC$1,508,434$256,515,873$11,985,414$268,501,287
48AZA CAPITAL MANAGEMENT$361,015$254,301,307$11,044,615$265,345,922
49OFM WEALTH$327,095$237,059,675$9,242,757$246,302,432
50PATRICK M. SWEENEY & ASSOCIATES, INC$659,626$118,879,700$7,768,503$126,648,203
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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 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.