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
1Cresset Asset Management, LLC$1,917,103$11,570,814,863$106,261,425$11,677,076,288
2Savant Capital, LLC$1,457,602$9,591,019,191$9,591,019,191
3Brownson, Rehmus & Foxworth, Inc.$2,390,783$6,024,774,223$6,024,774,223
4Altair Advisers, LLC$8,053,887$1,855,807,452$4,168,499,791$6,024,307,243
5The Mather Group, LLC$565,839$5,238,738,916$374,949,221$5,613,688,137
6Gofen And Glossberg, L.L.C.$1,629,753$5,275,945,392$279,884,250$5,555,829,642
7Balasa Dinverno Foltz LLC$923,663$5,366,480,585$5,366,480,585
8Nextcapital Advisers, Inc.$115,424$3,965,402,163$3,965,402,163
9JMG Financial Group Ltd$1,017,245$3,640,644,000$147,575,000$3,788,219,000
10Chicago Capital, LLC$2,077,828$2,669,667,853$8,653,082$2,678,320,935
11INTEROCEAN CAPITAL, LLC$789,725$1,963,117,713$489,767,149$2,452,884,862
12Chesley, Taft & Associates, LLC$1,292,021$1,980,194,816$165,851,992$2,146,046,808
13GEOWEALTH MANAGEMENT LLC$162,534$348,904,049$1,699,184,958$2,048,089,007
14Port Capital LLC$4,509,722$1,848,909,874$103,799,759$1,952,709,633
15Capstone Financial Advisors Inc$742,373$1,829,602,495$7,028,446$1,836,630,941
16PRIVATE VISTA, LLC$398,521$1,564,290,000$112,289,023$1,676,579,023
17Embree Financial Group$2,767,278$577,499,322$911,296,278$1,488,795,600
18TC Wealth Partners, LLC$650,451$1,049,152,464$8,481,191$1,057,633,655
19Zuckerman Investment Group, LLC$1,168,729$952,601,112$95,748,722$1,048,349,834
20Promus Capital, LLC$2,415,056$411,299,764$590,948,397$1,002,248,161
21The Mosaic Financial Group, LLC$1,746,231$447,926,677$535,201,375$983,128,052
22Grey Street Capital, LLC$1,723,867$907,976,959$53,940,848$961,917,807
23Urban Financial Advisory Corp$1,276,736$815,351,819$112,834,900$928,186,719
24Lowery Asset Consulting, LLC$1,763,465$917,001,771$917,001,771
25Personal Financial Planning, Inc.$1,419,280$896,985,000$896,985,000
26Arthur M. Cohen & Associates LLC$1,134,323$891,578,096$891,578,096
27The Planning Center, Inc.$293,609$765,785,061$77,167,430$842,952,491
28Roberts, Glore & Co.$729,490$521,684,712$226,042,664$747,727,376
29Coyle Financial Counsel, LLC$348,632$590,110,674$148,989,793$739,100,467
30Keb Asset Management, LLC$410,202$635,446,103$86,510,193$721,956,296
31Rappaport Reiches Capital Management, LLC$538,349$654,632,383$654,632,383
32Financial Solutions Advisory Group, Inc.$1,952,610$646,314,000$646,314,000
33Riverpoint Wealth Management Holdings, LLC$539,828$642,934,937$642,934,937
34Vantage Financial Partners Limited$590,294$563,213,172$5,830,558$569,043,730
35Aberdeen Wealth Management LLC$1,133,259$487,361,186$18,072,360$505,433,546
36Jack Moller & Associates, Inc.$498,937$460,585,514$1,929,121$462,514,635
37Spotlight Asset Group, Inc.$360,298$439,991,653$6,777,533$446,769,186
38Optimum Investment Advisors, LLC$642,567$368,892,721$74,478,536$443,371,257
39Klaas Financial Asset Advisors, LLC.$201,819$438,149,250$438,149,250
40Walled Lake Planning & Wealth Management, LLC$392,269$372,842,126$62,968,227$435,810,353
41Essex LLC$277,112$362,751,227$57,073,351$419,824,578
42Pinnacle Financial Group LLC$427,696$363,845,547$21,935,798$385,781,345
43Hemsley Advisors, Ltd.$644,626$358,737,976$24,170,028$382,908,004
44Shankervalleau Wealth Advisors, Inc.$666,683$366,220,784$6,455,268$372,676,052
45Clune & Associates$591,150$369,469,018$369,469,018
46Heritage Way Advisors, L.L.C.$735,511$368,490,866$368,490,866
47GRYPHON ADVISORS, LLC$271,234$271,497,614$78,664,850$350,162,464
48Sage Private Wealth Group, LLC$333,475$341,884,166$595,134$342,479,300
49Miramar Capital LLC$706,371$264,925,762$60,711,377$325,637,139
50Oak Family Advisors, LLC$598,073$243,200,000$67,200,000$310,400,000
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Showing 1 to 50 of 107 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 Carline Murphy.

*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.