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