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
1Graybill Bartz Associates, Ltd$395,863$100,240,000$705,105$100,945,105
2Interocean Capital - Tn, LLC$1,351,710$81,438,195$22,643,504$104,081,699
3Hinsdale Associates$498,450$106,668,216$106,668,216
4Mark Bell Advisory Services, Inc.$791,416$110,798,237$110,798,237
5Chesley, Taft & Associates, Llc$350,882$112,632,961$112,632,961
6Holder Wealth Management$219,264$113,797,760$113,797,760
7Oak Wealth Advisors LLC$1,925,393$117,449,000$117,449,000
8Capital Management Consultants, Inc.$242,812$116,776,367$1,473,302$118,249,669
9CCP Inc$419,861$120,500,000$120,500,000
10Invesco, LLC$676,011$126,414,028$126,414,028
11CAFG Wealth Management$173,314$128,772,081$128,772,081
12Sterling Wealth Management, Inc.$406,619$130,118,000$130,118,000
13The Cogent Advisor$493,571$131,783,429$131,783,429
14Chicago Wealth Management, Inc.$185,306$132,679,033$132,679,033
15J.G. Hendricks Financial Services, LLC$81,120$136,779,953$3,801,715$140,581,668
16Mendel Money Management Inc$907,488$141,568,192$141,568,192
17Sebold Capital Management, Inc$228,953$131,448,731$15,996,714$147,445,445
18Estate & Trust Advisors$984,546$122,572,219$25,109,622$147,681,841
19Zacks Investment Management, Inc.$175,596$153,119,328$153,119,328
20Robert Gordon & Associates Inc$113,863$6,870,000$150,830,000$157,700,000
21Rezny Wealth Management, Inc.$449,336$157,563,704$1,052,020$158,615,724
22Detterbeck Wealth Management$288,716$143,915,328$16,321,839$160,237,167
23Coe Capital Management, LLC$724,388$161,538,565$161,538,565
24Edge Portfolio Management$565,403$162,157,275$113,260$162,270,535
25Siligmueller & Norvid Wealth Advisors LLC$1,887,977$164,254,000$164,254,000
26Cambridge Capital Management, LLC$185,118$154,905,242$10,960,247$165,865,489
27Schlindwein Associates$373,638$170,752,729$170,752,729
28Oak Family Advisors, LLC$484,298$131,400,000$44,400,000$175,800,000
29DiBenedetto & Associates Ltd.$316,423$161,967,378$14,913,050$176,880,428
30Coyle Financial Counsel, Llc$178,000,000$178,000,000$178,000,000
31Alex Green Investment Management$1,610,491$178,764,455$178,764,455
32Trinity Financial Advisors$265,576$185,903,177$185,903,177
33Fountainhead Financial$2,239,341$192,583,331$192,583,331
34Advisory Partners, LLC$1,001,884$192,581,503$9,799,135$202,380,638
35Madden Funds Management$1,084,211$206,000,000$206,000,000
36Zimmerman Wealth Management$1,696,410$208,658,372$208,658,372
37OFM Wealth$292,990$203,968,988$14,308,595$218,277,583
38Piershale Financial Group, Inc.$173,819$202,652,471$24,702,437$227,354,908
39Jmg Financial Group Ltd$326,100$230,552,877$230,552,877
40Altman Advisors$424,941$233,717,728$233,717,728
41Ruedi Wealth Management, Inc.$280,941$224,298,852$12,815,616$237,114,468
42Spotlight Asset Group$305,311$193,957,817$43,879,754$237,837,571
43Heritage Way Advisors$575,064$243,252,014$243,252,014
44Graybill Bartz Associates, Ltd.$590,394$246,292,041$7,577,210$253,869,251
45Essex LLC$219,301$243,845,538$41,465,245$285,310,783
46Gryphon Advisors$241,283$225,219,167$63,838,226$289,057,393
47ShankerValleau Wealth Advisors, Inc.$530,566$285,112,046$10,944,022$296,056,068
48Financial Solutions Advisory Group$500,000$300,000,000$300,000,000
49Clune & Associates$529,187$300,578,426$300,578,426
50Hemsley Advisors, Ltd..$548,487$4,983,971$335,626,583$340,610,554
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Showing 1 to 50 of 96 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.


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