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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

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