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, Inc. | $115,424 | $3,965,402,163 | — | $3,965,402,163 |
| 3 | J.G.Hendricks Financial Services, LLC | $135,663 | $261,620,266 | $5,364,411 | $266,984,677 |
| 4 | Mentor Capital Management Inc. | $143,989 | $105,689,242 | $27,932,361 | $133,621,603 |
| 5 | GEOWEALTH MANAGEMENT LLC | $162,534 | $348,904,049 | $1,699,184,958 | $2,048,089,007 |
| 6 | Klaas Financial Asset Advisors, LLC. | $201,819 | $438,149,250 | — | $438,149,250 |
| 7 | RPC Private Wealth, LLC | $202,093 | $188,175,931 | $1,993,927 | $190,169,858 |
| 8 | Piershale Financial Group, Inc. | $211,961 | $226,295,024 | $21,063,413 | $247,358,437 |
| 9 | Three Sixty Wealth Management, LLC | $218,750 | $105,000,000 | — | $105,000,000 |
| 10 | Arlington Capital Management, Inc. | $222,778 | $116,958,262 | — | $116,958,262 |
| 11 | CAFG Wealth Management, Inc. | $235,977 | $174,151,236 | — | $174,151,236 |
| 12 | Chicago Wealth Management, Inc. | $244,752 | $174,997,758 | — | $174,997,758 |
| 13 | Holder Wealth Management, Inc. | $253,433 | $163,211,000 | — | $163,211,000 |
| 14 | Creekmur Asset Management, LLC | $263,602 | $197,438,169 | — | $197,438,169 |
| 15 | GRYPHON ADVISORS, LLC | $271,234 | $271,497,614 | $78,664,850 | $350,162,464 |
| 16 | Focus Wealth Planning Inc | $276,254 | $115,474,005 | — | $115,474,005 |
| 17 | Essex LLC | $277,112 | $362,751,227 | $57,073,351 | $419,824,578 |
| 18 | Cambridge Capital Management, LLC | $284,801 | $211,488,929 | $32,300,368 | $243,789,297 |
| 19 | The Planning Center, Inc. | $293,609 | $765,785,061 | $77,167,430 | $842,952,491 |
| 20 | Bluestem Financial Advisors, LLC | $293,901 | $215,113,410 | $6,194,323 | $221,307,733 |
| 21 | Ruedi Wealth Management, Inc. | $311,562 | $283,609,474 | $7,077,799 | $290,687,273 |
| 22 | Benchmark Capital Group Ltd. | $323,007 | $108,804,014 | $2,956,530 | $111,760,544 |
| 23 | Investment Center, Inc. | $331,890 | $248,328,866 | $7,890,216 | $256,219,082 |
| 24 | River Street Advisors, LLC | $333,294 | $138,786,401 | $3,530,133 | $142,316,534 |
| 25 | Robert Gordon & Associates, Inc. | $333,341 | $63,336,830 | $174,668,623 | $238,005,453 |
| 26 | Sage Private Wealth Group, LLC | $333,475 | $341,884,166 | $595,134 | $342,479,300 |
| 27 | TRINITY FINANCIAL ADVISORS LLC | $334,029 | $212,108,419 | — | $212,108,419 |
| 28 | Forest Asset Management LLC | $334,646 | $130,511,895 | — | $130,511,895 |
| 29 | Sebold Capital Management, Inc | $336,487 | $196,267,857 | $60,134,892 | $256,402,749 |
| 30 | Capital Management Consultants, Inc. | $337,322 | $101,293,653 | $1,589,406 | $102,883,059 |
| 31 | Meyer Financial Services, Inc. | $338,811 | $91,937,464 | $31,050,780 | $122,988,244 |
| 32 | TPG Advisors LLC | $343,233 | $174,140,768 | $14,294,183 | $188,434,951 |
| 33 | DWM Financial Group, Inc. | $344,516 | $208,002,426 | $18,689,261 | $226,691,687 |
| 34 | Coyle Financial Counsel, LLC | $348,632 | $590,110,674 | $148,989,793 | $739,100,467 |
| 35 | Estate & Trust Advisors, Inc. | $355,013 | $169,696,312 | — | $169,696,312 |
| 36 | Spotlight Asset Group, Inc. | $360,298 | $439,991,653 | $6,777,533 | $446,769,186 |
| 37 | Insight 2811 Inc | $385,290 | $275,463,215 | $6,183,462 | $281,646,677 |
| 38 | Walled Lake Planning & Wealth Management, LLC | $392,269 | $372,842,126 | $62,968,227 | $435,810,353 |
| 39 | PRIVATE VISTA, LLC | $398,521 | $1,564,290,000 | $112,289,023 | $1,676,579,023 |
| 40 | Edge Financial Advisors, LLC | $410,104 | $269,186,170 | $3,123,206 | $272,309,376 |
| 41 | Keb Asset Management, LLC | $410,202 | $635,446,103 | $86,510,193 | $721,956,296 |
| 42 | Dibenedetto & Associates Ltd | $422,605 | $218,922,257 | $17,313,735 | $236,235,992 |
| 43 | Pinnacle Financial Group LLC | $427,696 | $363,845,547 | $21,935,798 | $385,781,345 |
| 44 | Model Wealth , Inc. | $429,920 | $136,714,715 | — | $136,714,715 |
| 45 | North Shore Investment Consulting LLC | $430,625 | — | $135,216,368 | $135,216,368 |
| 46 | Schlindwein Associates LLC | $468,725 | $214,676,269 | — | $214,676,269 |
| 47 | Jack Moller & Associates, Inc. | $498,937 | $460,585,514 | $1,929,121 | $462,514,635 |
| 48 | Sterling Wealth Management, Inc. | $503,185 | $216,872,924 | — | $216,872,924 |
| 49 | Cogent Strategic Wealth LLC | $529,982 | $169,594,099 | — | $169,594,099 |
| 50 | Rappaport Reiches Capital Management, LLC | $538,349 | $654,632,383 | — | $654,632,383 |
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 Carline Murphy.
*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.
