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
1MONEY MANAGERS ADVISORY$92,461$117,147,881$117,147,881
2NEXTCAPITAL ADVISERS$103,736$2,129,384,165$2,129,384,165
3HENDRICKS WEALTH AND ESTATE MANAGEMENT$111,697$202,005,432$6,086,262$208,091,694
4MENTOR CAPITAL MANAGEMENT INC.$133,153$91,825,409$29,077,559$120,902,968
5GEOWEALTH MANAGEMENT LLC$162,534$348,904,049$1,699,184,958$2,048,089,007
6KLAAS FINANCIAL ASSET ADVISORS, LLC.$187,209$377,600,000$377,600,000
7PIERSHALE FINANCIAL GROUP, INC.$191,613$195,954,123$19,610,508$215,564,631
8CHICAGO WEALTH MANAGEMENT, INC.$213,312$158,917,337$158,917,337
9CAFG WEALTH MANAGEMENT, INC.$213,699$156,641,548$156,641,548
10HOLDER WEALTH MANAGEMENT$236,488$141,420,000$141,420,000
11ARLINGTON CAPITAL MANAGEMENT, INC.$239,835$174,359,765$174,359,765
12CAMBRIDGE CAPITAL MANAGEMENT, LLC$243,962$186,471,902$28,214,248$214,686,150
13ESSEX LLC$244,529$310,016,754$34,524,192$344,540,946
14BLUESTEM FINANCIAL ADVISORS, LLC$269,712$185,338,616$7,505,194$192,843,810
15GRYPHON ADVISORS, LLC$271,234$271,497,614$78,664,850$350,162,464
16FOCUS FINANCIAL ADVISORS$272,157$109,679,160$109,679,160
17RUEDI WEALTH MANAGEMENT, INC.$276,005$236,004,257$15,436,584$251,440,841
18THE PLANNING CENTER, INC.$281,735$720,848,277$55,613,846$776,462,123
19THE PLANNING GROUP$286,781$148,884,033$3,110,001$151,994,034
20MEYER FINANCIAL SERVICES, INC.$295,610$79,508,165$25,728,948$105,237,113
21SEBOLD CAPITAL MANAGEMENT, INC$305,515$176,694,984$29,222,292$205,917,276
22ROBERT GORDON & ASSOCIATES INC$311,339$22,951,519$177,239,535$200,191,054
23CAPITAL MANAGEMENT CONSULTANTS, INC.$312,839$102,311,030$1,551,412$103,862,442
24DETTERBECK WEALTH MANAGEMENT$318,574$180,052,779$18,737,359$198,790,138
25COYLE FINANCIAL COUNSEL, LLC$320,863$543,049,228$129,799,775$672,849,003
26OFM WEALTH$327,095$237,059,675$9,242,757$246,302,432
27TRINITY FINANCIAL ADVISORS LLC$334,029$212,108,419$212,108,419
28SPOTLIGHT ASSET GROUP$352,577$319,430,093$84,270,642$403,700,735
29DIBENEDETTO & ASSOCIATES LTD$356,986$190,041,834$14,510,965$204,552,799
30AZA CAPITAL MANAGEMENT$361,015$254,301,307$11,044,615$265,345,922
31WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$362,625$382,569,349$382,569,349
32KEB WEALTH ADVISORS$382,206$567,849,223$88,398,804$656,248,027
33PRIVATE VISTA, LLC$398,521$1,564,290,000$112,289,023$1,676,579,023
34PINNACLE FINANCIAL GROUP LLC$402,544$308,666,238$36,313,601$344,979,839
35MODEL WEALTH$412,639$115,538,914$115,538,914
36SCHLINDWEIN ASSOCIATES LLC$426,819$197,617,342$197,617,342
37STERLING WEALTH MANAGEMENT, INC.$459,748$161,831,305$161,831,305
38FINANCIAL SOLUTIONS ADVISORY GROUP$473,810$597,000,000$597,000,000
39MOLLER FINANCIAL SERVICES$474,557$441,812,970$441,812,970
40STONE ISLAND FINANCIAL PLANNING$475,363$131,675,568$131,675,568
41ESTATE & TRUST ADVISORS$491,127$135,300,000$23,334,000$158,634,000
42EDGE FINANCIAL ADVISORS, LLC$495,087$227,793,947$2,421,733$230,215,680
43RAPPAPORT REICHES CAPITAL MANAGEMENT,$501,050$574,704,366$574,704,366
44COGENT STRATEGIC WEALTH$503,614$148,062,638$148,062,638
45REZNY WEALTH MANAGEMENT, INC.$535,391$202,727,722$720,730$203,448,452
46THE MATHER GROUP, LLC$538,579$3,660,737,077$252,576,651$3,913,313,728
47OAK FAMILY ADVISORS, LLC$541,684$205,200,000$58,600,000$263,800,000
48TC WEALTH PARTNERS, LLC$547,821$884,641,351$16,523,880$901,165,231
49GRAYBILL BARTZ ASSOCIATES, LTD$562,550$251,142,175$14,943,945$266,086,120
50OPTIMUM INVESTMENT ADVISORS, LLC$571,670$418,441,463$33,749,800$452,191,263
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Showing 1 to 50 of 96 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 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.