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
51Zimmerman Wealth Management, LLC$2,154,595$303,797,935$303,797,935
52Mitchell Vaught & Taylor Inc$1,596,626$296,801,906$1,767,097$298,569,003
53Ruedi Wealth Management, Inc.$311,562$283,609,474$7,077,799$290,687,273
54Insight 2811 Inc$385,290$275,463,215$6,183,462$281,646,677
55Fountainhead Financial, LLC$3,185,227$280,300,000$280,300,000
56Edge Financial Advisors, LLC$410,104$269,186,170$3,123,206$272,309,376
57J.G.Hendricks Financial Services, LLC$135,663$261,620,266$5,364,411$266,984,677
58Graybill Bartz Associates, Ltd$562,550$251,142,175$14,943,945$266,086,120
59Crumly And Associates, Incorporated$747,475$263,858,688$263,858,688
60Sebold Capital Management, Inc$336,487$196,267,857$60,134,892$256,402,749
61Investment Center, Inc.$331,890$248,328,866$7,890,216$256,219,082
62AHC ADVISORS, INC.$1,147,453$102,250,612$153,631,472$255,882,084
63Rezny Wealth Management, Inc.$994,306$250,866,900$1,686,743$252,553,643
64Piershale Financial Group, Inc.$211,961$226,295,024$21,063,413$247,358,437
65Cambridge Capital Management, LLC$284,801$211,488,929$32,300,368$243,789,297
66Robert Gordon & Associates, Inc.$333,341$63,336,830$174,668,623$238,005,453
67Dibenedetto & Associates Ltd$422,605$218,922,257$17,313,735$236,235,992
68DWM Financial Group, Inc.$344,516$208,002,426$18,689,261$226,691,687
69Bluestem Financial Advisors, LLC$293,901$215,113,410$6,194,323$221,307,733
70Sterling Wealth Management, Inc.$503,185$216,872,924$216,872,924
71Schlindwein Associates LLC$468,725$214,676,269$214,676,269
72TRINITY FINANCIAL ADVISORS LLC$334,029$212,108,419$212,108,419
73ADVISORY PARTNERS, LLC$1,181,585$207,958,889$207,958,889
74Siligmueller & Norvid Wealth Advisors LLC$2,410,477$207,301,000$207,301,000
75Alex Green Investment Management LLC$1,212,216$206,076,774$206,076,774
76Mendel Money Management Inc$1,238,240$205,547,915$205,547,915
77Madden Funds Management Ltd.$1,068,421$203,000,000$203,000,000
78Creekmur Asset Management, LLC$263,602$197,438,169$197,438,169
79RPC Private Wealth, LLC$202,093$188,175,931$1,993,927$190,169,858
80TPG Advisors LLC$343,233$174,140,768$14,294,183$188,434,951
81Invesco, LLC$940,774$177,806,293$177,806,293
82Coe Capital Management, LLC$905,128$176,500,000$176,500,000
83Chicago Wealth Management, Inc.$244,752$174,997,758$174,997,758
84CAFG Wealth Management, Inc.$235,977$174,151,236$174,151,236
85Estate & Trust Advisors, Inc.$355,013$169,696,312$169,696,312
86Cogent Strategic Wealth LLC$529,982$169,594,099$169,594,099
87South Georgia Capital, LLC$578,288$164,812,072$164,812,072
88Holder Wealth Management, Inc.$253,433$163,211,000$163,211,000
89River Street Advisors, LLC$333,294$138,786,401$3,530,133$142,316,534
90Oak Wealth Advisors LLC$2,151,515$142,000,000$142,000,000
91Model Wealth , Inc.$429,920$136,714,715$136,714,715
92Patrick M. Sweeney & Associates, Inc$715,503$129,149,327$7,511,740$136,661,067
93North Shore Investment Consulting LLC$430,625$135,216,368$135,216,368
94Mentor Capital Management Inc.$143,989$105,689,242$27,932,361$133,621,603
95Mark Bell Advisory Services, Inc.$969,569$130,891,860$130,891,860
96Forest Asset Management LLC$334,646$130,511,895$130,511,895
97PRISM PLANNING PARTNERS$647,357$127,529,414$127,529,414
98Hinsdale Associates, Inc.$653,981$124,910,323$124,910,323
99Meyer Financial Services, Inc.$338,811$91,937,464$31,050,780$122,988,244
100Redmont Wealth Advisors LLC$2,788,364$122,688,000$122,688,000
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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.