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
51J.G.Hendricks Financial Services, LLC$135,663$261,620,266$5,364,411$266,984,677
52Edge Financial Advisors, LLC$410,104$269,186,170$3,123,206$272,309,376
53Fountainhead Financial, LLC$3,185,227$280,300,000$280,300,000
54Insight 2811 Inc$385,290$275,463,215$6,183,462$281,646,677
55Ruedi Wealth Management, Inc.$311,562$283,609,474$7,077,799$290,687,273
56Mitchell Vaught & Taylor Inc$1,596,626$296,801,906$1,767,097$298,569,003
57Zimmerman Wealth Management, LLC$2,154,595$303,797,935$303,797,935
58Oak Family Advisors, LLC$598,073$243,200,000$67,200,000$310,400,000
59Miramar Capital LLC$706,371$264,925,762$60,711,377$325,637,139
60Sage Private Wealth Group, LLC$333,475$341,884,166$595,134$342,479,300
61GRYPHON ADVISORS, LLC$271,234$271,497,614$78,664,850$350,162,464
62Heritage Way Advisors, L.L.C.$735,511$368,490,866$368,490,866
63Clune & Associates$591,150$369,469,018$369,469,018
64Shankervalleau Wealth Advisors, Inc.$666,683$366,220,784$6,455,268$372,676,052
65Hemsley Advisors, Ltd.$644,626$358,737,976$24,170,028$382,908,004
66Pinnacle Financial Group LLC$427,696$363,845,547$21,935,798$385,781,345
67Essex LLC$277,112$362,751,227$57,073,351$419,824,578
68Walled Lake Planning & Wealth Management, LLC$392,269$372,842,126$62,968,227$435,810,353
69Klaas Financial Asset Advisors, LLC.$201,819$438,149,250$438,149,250
70Optimum Investment Advisors, LLC$642,567$368,892,721$74,478,536$443,371,257
71Spotlight Asset Group, Inc.$360,298$439,991,653$6,777,533$446,769,186
72Jack Moller & Associates, Inc.$498,937$460,585,514$1,929,121$462,514,635
73Aberdeen Wealth Management LLC$1,133,259$487,361,186$18,072,360$505,433,546
74Vantage Financial Partners Limited$590,294$563,213,172$5,830,558$569,043,730
75Riverpoint Wealth Management Holdings, LLC$539,828$642,934,937$642,934,937
76Financial Solutions Advisory Group, Inc.$1,952,610$646,314,000$646,314,000
77Rappaport Reiches Capital Management, LLC$538,349$654,632,383$654,632,383
78Keb Asset Management, LLC$410,202$635,446,103$86,510,193$721,956,296
79Coyle Financial Counsel, LLC$348,632$590,110,674$148,989,793$739,100,467
80Roberts, Glore & Co.$729,490$521,684,712$226,042,664$747,727,376
81The Planning Center, Inc.$293,609$765,785,061$77,167,430$842,952,491
82Arthur M. Cohen & Associates LLC$1,134,323$891,578,096$891,578,096
83Personal Financial Planning, Inc.$1,419,280$896,985,000$896,985,000
84Lowery Asset Consulting, LLC$1,763,465$917,001,771$917,001,771
85Urban Financial Advisory Corp$1,276,736$815,351,819$112,834,900$928,186,719
86Grey Street Capital, LLC$1,723,867$907,976,959$53,940,848$961,917,807
87The Mosaic Financial Group, LLC$1,746,231$447,926,677$535,201,375$983,128,052
88Promus Capital, LLC$2,415,056$411,299,764$590,948,397$1,002,248,161
89Zuckerman Investment Group, LLC$1,168,729$952,601,112$95,748,722$1,048,349,834
90TC Wealth Partners, LLC$650,451$1,049,152,464$8,481,191$1,057,633,655
91Embree Financial Group$2,767,278$577,499,322$911,296,278$1,488,795,600
92PRIVATE VISTA, LLC$398,521$1,564,290,000$112,289,023$1,676,579,023
93Capstone Financial Advisors Inc$742,373$1,829,602,495$7,028,446$1,836,630,941
94Port Capital LLC$4,509,722$1,848,909,874$103,799,759$1,952,709,633
95GEOWEALTH MANAGEMENT LLC$162,534$348,904,049$1,699,184,958$2,048,089,007
96Chesley, Taft & Associates, LLC$1,292,021$1,980,194,816$165,851,992$2,146,046,808
97INTEROCEAN CAPITAL, LLC$789,725$1,963,117,713$489,767,149$2,452,884,862
98Chicago Capital, LLC$2,077,828$2,669,667,853$8,653,082$2,678,320,935
99JMG Financial Group Ltd$1,017,245$3,640,644,000$147,575,000$3,788,219,000
100Nextcapital Advisers, Inc.$115,424$3,965,402,163$3,965,402,163
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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 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.