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 |
|---|---|---|---|---|---|
| 1 | J.G. Hendricks Financial Services, LLC | $81,120 | $136,779,953 | $3,801,715 | $140,581,668 |
| 2 | NextCapital Advisers | $86,174 | $687,495,947 | — | $687,495,947 |
| 3 | Robert Gordon & Associates Inc | $113,863 | $6,870,000 | $150,830,000 | $157,700,000 |
| 4 | Iht Wealth Management LLC | $166,214 | $1,267,880,055 | — | $1,267,880,055 |
| 5 | CAFG Wealth Management | $173,314 | $128,772,081 | — | $128,772,081 |
| 6 | Piershale Financial Group, Inc. | $173,819 | $202,652,471 | $24,702,437 | $227,354,908 |
| 7 | Zacks Investment Management, Inc. | $175,596 | $153,119,328 | — | $153,119,328 |
| 8 | Cambridge Capital Management, LLC | $185,118 | $154,905,242 | $10,960,247 | $165,865,489 |
| 9 | Chicago Wealth Management, Inc. | $185,306 | $132,679,033 | — | $132,679,033 |
| 10 | Holder Wealth Management | $219,264 | $113,797,760 | — | $113,797,760 |
| 11 | Essex LLC | $219,301 | $243,845,538 | $41,465,245 | $285,310,783 |
| 12 | Sebold Capital Management, Inc | $228,953 | $131,448,731 | $15,996,714 | $147,445,445 |
| 13 | Gryphon Advisors | $241,283 | $225,219,167 | $63,838,226 | $289,057,393 |
| 14 | Capital Management Consultants, Inc. | $242,812 | $116,776,367 | $1,473,302 | $118,249,669 |
| 15 | The Planning Center, Inc. | $250,079 | $650,078,403 | $58,644,111 | $708,722,514 |
| 16 | Trinity Financial Advisors | $265,576 | $185,903,177 | — | $185,903,177 |
| 17 | Ruedi Wealth Management, Inc. | $280,941 | $224,298,852 | $12,815,616 | $237,114,468 |
| 18 | Coyle Financial Counsel, Inc. | $287,432 | $455,097,691 | $131,551,509 | $586,649,200 |
| 19 | Detterbeck Wealth Management | $288,716 | $143,915,328 | $16,321,839 | $160,237,167 |
| 20 | OFM Wealth | $292,990 | $203,968,988 | $14,308,595 | $218,277,583 |
| 21 | Spotlight Asset Group | $305,311 | $193,957,817 | $43,879,754 | $237,837,571 |
| 22 | Huber Financial | $307,330 | $1,170,815,047 | $32,689,099 | $1,203,504,146 |
| 23 | DiBenedetto & Associates Ltd. | $316,423 | $161,967,378 | $14,913,050 | $176,880,428 |
| 24 | Jmg Financial Group Ltd | $326,100 | $230,552,877 | — | $230,552,877 |
| 25 | Keb Asset Management | $339,202 | $478,913,758 | $72,628,914 | $551,542,672 |
| 26 | Chesley, Taft & Associates, Llc | $350,882 | $112,632,961 | — | $112,632,961 |
| 27 | Ccp, Inc | $368,779 | $439,399,780 | $31,530,684 | $470,930,464 |
| 28 | Schlindwein Associates | $373,638 | $170,752,729 | — | $170,752,729 |
| 29 | TC Wealth Partners, LLC | $383,929 | $390,818,900 | $11,154,386 | $401,973,286 |
| 30 | Graybill Bartz Associates, Ltd | $395,863 | $100,240,000 | $705,105 | $100,945,105 |
| 31 | Moller Financial Services | $400,436 | $401,637,317 | — | $401,637,317 |
| 32 | Sterling Wealth Management, Inc. | $406,619 | $130,118,000 | — | $130,118,000 |
| 33 | CCP Inc | $419,861 | $120,500,000 | — | $120,500,000 |
| 34 | Altman Advisors | $424,941 | $233,717,728 | — | $233,717,728 |
| 35 | Rezny Wealth Management, Inc. | $449,336 | $157,563,704 | $1,052,020 | $158,615,724 |
| 36 | Rappaport Reiches Capital Management, | $457,100 | $463,956,194 | — | $463,956,194 |
| 37 | Optimum Investment Advisors | $478,813 | $372,995,582 | — | $372,995,582 |
| 38 | Oak Family Advisors, LLC | $484,298 | $131,400,000 | $44,400,000 | $175,800,000 |
| 39 | Providence Wealth Advisors | $493,333 | $370,000,000 | — | $370,000,000 |
| 40 | The Cogent Advisor | $493,571 | $131,783,429 | — | $131,783,429 |
| 41 | Hinsdale Associates | $498,450 | $106,668,216 | — | $106,668,216 |
| 42 | Vantage Financial Partners Limited | $499,718 | $412,174,986 | $5,588,953 | $417,763,939 |
| 43 | Financial Solutions Advisory Group | $500,000 | $300,000,000 | — | $300,000,000 |
| 44 | Strategic Wealth Partners | $518,746 | $1,910,681,802 | $173,121,430 | $2,083,803,232 |
| 45 | Clune & Associates | $529,187 | — | $300,578,426 | $300,578,426 |
| 46 | ShankerValleau Wealth Advisors, Inc. | $530,566 | $285,112,046 | $10,944,022 | $296,056,068 |
| 47 | Vivaldi Capital Management | $542,529 | $1,158,340,498 | $367,249,953 | $1,525,590,451 |
| 48 | RMB Capital Management | $547,750 | $7,873,658,240 | $758,338,936 | $8,631,997,176 |
| 49 | Hemsley Advisors, Ltd.. | $548,487 | $4,983,971 | $335,626,583 | $340,610,554 |
| 50 | Edge Portfolio Management | $565,403 | $162,157,275 | $113,260 | $162,270,535 |
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 Laura Picariello.
*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.
Database last updated on June 5, 2019.
