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
1Rmb Capital Management$500,397$7,761,170,614$903,699,517$8,664,870,131
2Gresham Partners, Llc$36,591,411$5,229,932,255$1,832,210,126$7,062,142,381
3Savant Capital Management$1,273,202$6,688,128,321$6,688,128,321
4Cresset Asset Management, Llc$2,919,963$6,273,429,220$243,928,858$6,517,358,078
5Brownson, Rehmus & Foxworth, Inc.$1,402,150$5,570,743,864$5,570,743,864
6Altair Advisers, Llc$7,099,548$1,469,326,603$3,628,149,212$5,097,475,815
7Zacks Investment Management, Inc.$793,353$4,973,528,399$4,973,528,399
8Gofen And Glossberg, L.L.C.$1,543,817$4,707,207,466$260,796,166$4,968,003,632
9Balasa Dinverno Foltz Llc$801,371$4,595,063,036$4,595,063,036
10The Mather Group, Llc$576,247$3,419,794,083$264,727,760$3,684,521,843
11Jmg Financial Group Ltd$1,039,170$3,154,168,000$173,255,000$3,327,423,000
12David Vaughan Investments, Llc$1,174,864$3,045,248,045$3,045,248,045
13Strategic Wealth Partners$629,745$2,575,596,178$104,597,115$2,680,193,293
14Interocean Capital, Llc$789,725$1,963,117,713$489,767,149$2,452,884,862
15Iht Wealth Management Llc$207,698$2,419,151,490$5,717,549$2,424,869,039
16Nextcapital Advisers$103,736$2,129,384,165$2,129,384,165
17Vivaldi Capital Management, Llc$890,327$1,747,813,868$338,223,097$2,086,036,965
18Chicago Capital, Llc$1,713,297$2,041,974,366$1,988,696$2,043,963,062
19Chesley, Taft & Associates, Llc$1,225,497$1,797,142,947$146,494,732$1,943,637,679
20Private Vista, Llc$398,521$1,564,290,000$112,289,023$1,676,579,023
21Private Vista, Llc$398,521$1,564,290,000$112,289,023$1,676,579,023
22Capstone Financial Advisors Inc$698,641$1,636,041,635$6,462,246$1,642,503,881
23Huber Financial$350,193$1,441,631,166$32,332,970$1,473,964,136
24Port Capital Llc$3,055,561$1,172,123,943$89,822,555$1,261,946,498
25Embree Financial Group$2,409,386$477,818,000$746,150,000$1,223,968,000
26The Mosaic Financial Group, Llc$1,639,451$386,033,526$589,440,046$975,473,572
27Zuckerman Investment Group$1,064,644$875,006,834$71,461,625$946,468,459
28Tc Wealth Partners, Llc$547,821$884,641,351$16,523,880$901,165,231
29Urban Financial Advisory Corporation$1,228,013$788,047,564$82,613,301$870,660,865
30Promus Capital, Llc$2,418,712$326,336,578$522,631,415$848,967,993
31Lowery Asset Consulting, Llc$2,077,340$806,007,956$806,007,956
32The Planning Center, Inc.$281,735$720,848,277$55,613,846$776,462,123
33Arthur M. Cohen & Associates Llc$994,407$767,682,075$767,682,075
34Grey Street Capital, Llc$1,790,763$741,375,929$741,375,929
35Roberts, Glore & Co.$664,183$495,798,470$198,937,185$694,735,655
36Coyle Financial Counsel, Llc$320,863$543,049,228$129,799,775$672,849,003
37Keb Asset Management, Llc$382,206$567,849,223$88,398,804$656,248,027
38Financial Solutions Advisory Group$473,810$597,000,000$597,000,000
39Rappaport Reiches Capital Management,$501,050$574,704,366$574,704,366
40Vantage Financial Partners Limited$585,126$510,046,630$4,864,372$514,911,002
41Optimum Investment Advisors, Llc$571,670$418,441,463$33,749,800$452,191,263
42Providence Wealth Advisors, Llc$500,000$450,000,000$450,000,000
43Aberdeen Wealth Management Llc$985,778$427,645,999$16,939,871$444,585,870
44Moller Financial Services$474,557$441,812,970$441,812,970
45Hemsley Advisors, Ltd.$629,286$12,639,589$375,000,575$387,640,164
46Walled Lake Planning & Wealth Management, Llc$362,625$382,569,349$382,569,349
47Gryphon Advisors, Llc$271,234$271,497,614$78,664,850$350,162,464
48Pinnacle Financial Group Llc$402,544$308,666,238$36,313,601$344,979,839
49Essex Llc$244,529$310,016,754$34,524,192$344,540,946
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.