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
1Capital Management Consultants, Inc.$312,839$102,311,030$1,551,412$103,862,442
2Focus Financial Advisors$272,157$109,679,160$109,679,160
3Model Wealth$412,639$115,538,914$115,538,914
4Interocean Capital - Tn, Llc$1,434,570$97,616,846$18,583,340$116,200,186
5Money Managers Advisory$92,461$117,147,881$117,147,881
6Mentor Capital Management Inc.$133,153$91,825,409$29,077,559$120,902,968
7Hinsdale Associates$573,547$122,739,082$122,739,082
8Mark Bell Advisory Services, Inc.$901,653$124,428,155$124,428,155
9Prism Planning Partners$647,357$127,529,414$127,529,414
10Stone Island Financial Planning$475,363$131,675,568$131,675,568
11Holder Wealth Management$236,488$141,420,000$141,420,000
12Oak Wealth Advisors Llc$2,184,615$141,300,000$700,000$142,000,000
13Ccp, Inc$495,328$142,159,000$142,159,000
14Cogent Strategic Wealth$503,614$148,062,638$148,062,638
15The Planning Group$286,781$148,884,033$3,110,001$151,994,034
16Cafg Wealth Management, Inc.$213,699$156,641,548$156,641,548
17Coe Capital Management, Llc$881,483$156,900,207$3,794$156,904,001
18Estate & Trust Advisors$491,127$135,300,000$23,334,000$158,634,000
19Chicago Wealth Management, Inc.$213,312$158,917,337$158,917,337
20Sterling Wealth Management, Inc.$459,748$161,831,305$161,831,305
21Invesco, Llc$865,634$162,739,141$162,739,141
22Mendel Money Management Inc$1,076,178$173,264,644$173,264,644
23Siligmueller & Norvid Wealth Advisors Llc$2,221,437$193,265,000$193,265,000
24Schlindwein Associates Llc$426,819$197,617,342$197,617,342
25Madden Funds Management$1,100,000$198,000,000$198,000,000
26Detterbeck Wealth Management$318,574$180,052,779$18,737,359$198,790,138
27Robert Gordon & Associates Inc$311,339$22,951,519$177,239,535$200,191,054
28Ruedi Wealth Management, Inc.$222,253$191,443,827$10,806,172$202,249,999
29Arlington Capital Management, Inc.$225,480$202,481,439$202,481,439
30Rezny Wealth Management, Inc.$535,391$202,727,722$720,730$203,448,452
31Dibenedetto & Associates Ltd$356,986$190,041,834$14,510,965$204,552,799
32Sebold Capital Management, Inc$305,515$176,694,984$29,222,292$205,917,276
33Alex Green Investment Management Llc$1,726,278$207,153,330$207,153,330
34Advisory Partners, Llc$1,181,585$207,958,889$207,958,889
35Hendricks Wealth And Estate Management$111,697$202,005,432$6,086,262$208,091,694
36Trinity Financial Advisors Llc$334,029$212,108,419$212,108,419
37Cambridge Capital Management, Llc$243,962$186,471,902$28,214,248$214,686,150
38Piershale Financial Group, Inc.$191,613$195,954,123$19,610,508$215,564,631
39Ofm Wealth$327,095$237,059,675$9,242,757$246,302,432
40Miramar Capital$876,123$232,088,206$16,730,737$248,818,943
41Fountainhead Financial, Llc$2,896,512$249,100,000$249,100,000
42Ahc Advisors, Inc.$1,147,453$102,250,612$153,631,472$255,882,084
43Oak Family Advisors, Llc$541,684$205,200,000$58,600,000$263,800,000
44Zimmerman Wealth Management, Llc$1,729,005$264,537,751$264,537,751
45Aza Capital Management$361,015$254,301,307$11,044,615$265,345,922
46Mitchell Vaught & Taylor Inc$1,508,434$256,515,873$11,985,414$268,501,287
47Graybill Bartz Associates, Ltd$609,691$262,179,440$8,523,360$270,702,800
48Heritage Way Advisors, L.L.C.$638,602$298,227,333$298,227,333
49Shankervalleau Wealth Advisors, Inc.$597,528$331,373,299$5,632,626$337,005,925
50Clune & Associates$571,938$338,015,280$338,015,280
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Showing 1 to 50 of 99 entries

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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 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.