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 | SAVANT WEALTH MANAGEMENT | $1,183,234 | $7,553,766,551 | — | $7,553,766,551 |
| 2 | BROWNSON, REHMUS & FOXWORTH, INC. | $1,402,150 | — | $5,570,743,864 | $5,570,743,864 |
| 3 | ALTAIR ADVISERS, LLC | $7,099,548 | $1,469,326,603 | $3,628,149,212 | $5,097,475,815 |
| 4 | GOFEN AND GLOSSBERG, L.L.C. | $1,543,817 | $4,707,207,466 | $260,796,166 | $4,968,003,632 |
| 5 | BALASA DINVERNO FOLTZ LLC | $801,371 | $4,595,063,036 | — | $4,595,063,036 |
| 6 | THE MATHER GROUP, LLC | $538,579 | $3,660,737,077 | $252,576,651 | $3,913,313,728 |
| 7 | JMG FINANCIAL GROUP LTD | $1,039,170 | $3,154,168,000 | $173,255,000 | $3,327,423,000 |
| 8 | INTEROCEAN CAPITAL, LLC | $789,725 | $1,963,117,713 | $489,767,149 | $2,452,884,862 |
| 9 | NEXTCAPITAL ADVISERS | $103,736 | $2,129,384,165 | — | $2,129,384,165 |
| 10 | GEOWEALTH MANAGEMENT LLC | $162,534 | $348,904,049 | $1,699,184,958 | $2,048,089,007 |
| 11 | CHICAGO CAPITAL, LLC | $1,713,297 | $2,041,974,366 | $1,988,696 | $2,043,963,062 |
| 12 | CHESLEY, TAFT & ASSOCIATES, LLC | $1,225,497 | $1,797,142,947 | $146,494,732 | $1,943,637,679 |
| 13 | PRIVATE VISTA, LLC | $398,521 | $1,564,290,000 | $112,289,023 | $1,676,579,023 |
| 14 | CAPSTONE FINANCIAL ADVISORS INC | $698,641 | $1,636,041,635 | $6,462,246 | $1,642,503,881 |
| 15 | PORT CAPITAL LLC | $3,055,561 | $1,172,123,943 | $89,822,555 | $1,261,946,498 |
| 16 | EMBREE FINANCIAL GROUP | $2,409,386 | $477,818,000 | $746,150,000 | $1,223,968,000 |
| 17 | THE MOSAIC FINANCIAL GROUP, LLC | $1,639,451 | $386,033,526 | $589,440,046 | $975,473,572 |
| 18 | ZUCKERMAN INVESTMENT GROUP | $1,064,644 | $875,006,834 | $71,461,625 | $946,468,459 |
| 19 | URBAN FINANCIAL ADVISORY CORPORATION | $1,276,736 | $815,351,819 | $112,834,900 | $928,186,719 |
| 20 | TC WEALTH PARTNERS, LLC | $547,821 | $884,641,351 | $16,523,880 | $901,165,231 |
| 21 | PROMUS CAPITAL, LLC | $2,418,712 | $326,336,578 | $522,631,415 | $848,967,993 |
| 22 | LOWERY ASSET CONSULTING, LLC | $2,077,340 | — | $806,007,956 | $806,007,956 |
| 23 | THE PLANNING CENTER, INC. | $281,735 | $720,848,277 | $55,613,846 | $776,462,123 |
| 24 | ARTHUR M. COHEN & ASSOCIATES LLC | $994,407 | $767,682,075 | — | $767,682,075 |
| 25 | GREY STREET CAPITAL, LLC | $1,790,763 | $741,375,929 | — | $741,375,929 |
| 26 | PERSONAL FINANCIAL PLANNING, INC. | $1,405,941 | $710,000,000 | — | $710,000,000 |
| 27 | ROBERTS, GLORE & CO. | $664,183 | $495,798,470 | $198,937,185 | $694,735,655 |
| 28 | COYLE FINANCIAL COUNSEL, LLC | $320,863 | $543,049,228 | $129,799,775 | $672,849,003 |
| 29 | KEB WEALTH ADVISORS | $382,206 | $567,849,223 | $88,398,804 | $656,248,027 |
| 30 | FINANCIAL SOLUTIONS ADVISORY GROUP | $473,810 | $597,000,000 | — | $597,000,000 |
| 31 | RAPPAPORT REICHES CAPITAL MANAGEMENT, | $501,050 | $574,704,366 | — | $574,704,366 |
| 32 | VANTAGE FINANCIAL PARTNERS LIMITED | $585,126 | $510,046,630 | $4,864,372 | $514,911,002 |
| 33 | OPTIMUM INVESTMENT ADVISORS, LLC | $571,670 | $418,441,463 | $33,749,800 | $452,191,263 |
| 34 | ABERDEEN WEALTH MANAGEMENT LLC | $985,778 | $427,645,999 | $16,939,871 | $444,585,870 |
| 35 | MOLLER FINANCIAL SERVICES | $474,557 | $441,812,970 | — | $441,812,970 |
| 36 | SPOTLIGHT ASSET GROUP | $352,577 | $319,430,093 | $84,270,642 | $403,700,735 |
| 37 | HEMSLEY ADVISORS, LTD. | $629,286 | $12,639,589 | $375,000,575 | $387,640,164 |
| 38 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $362,625 | $382,569,349 | — | $382,569,349 |
| 39 | KLAAS FINANCIAL ASSET ADVISORS, LLC. | $187,209 | $377,600,000 | — | $377,600,000 |
| 40 | GRYPHON ADVISORS, LLC | $271,234 | $271,497,614 | $78,664,850 | $350,162,464 |
| 41 | PINNACLE FINANCIAL GROUP LLC | $402,544 | $308,666,238 | $36,313,601 | $344,979,839 |
| 42 | ESSEX LLC | $244,529 | $310,016,754 | $34,524,192 | $344,540,946 |
| 43 | CLUNE & ASSOCIATES | $571,938 | — | $338,015,280 | $338,015,280 |
| 44 | SHANKERVALLEAU WEALTH ADVISORS, INC. | $597,528 | $331,373,299 | $5,632,626 | $337,005,925 |
| 45 | HERITAGE WAY ADVISORS, L.L.C. | $638,602 | $298,227,333 | — | $298,227,333 |
| 46 | MITCHELL VAUGHT & TAYLOR INC | $1,508,434 | $256,515,873 | $11,985,414 | $268,501,287 |
| 47 | GRAYBILL BARTZ ASSOCIATES, LTD | $562,550 | $251,142,175 | $14,943,945 | $266,086,120 |
| 48 | AZA CAPITAL MANAGEMENT | $361,015 | $254,301,307 | $11,044,615 | $265,345,922 |
| 49 | ZIMMERMAN WEALTH MANAGEMENT, LLC | $1,729,005 | $264,537,751 | — | $264,537,751 |
| 50 | OAK FAMILY ADVISORS, LLC | $541,684 | $205,200,000 | $58,600,000 | $263,800,000 |
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.
