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