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, Inc.$115,424$3,965,402,163$3,965,402,163
3J.G.Hendricks Financial Services, LLC$135,663$261,620,266$5,364,411$266,984,677
4Mentor Capital Management Inc.$143,989$105,689,242$27,932,361$133,621,603
5GEOWEALTH MANAGEMENT LLC$162,534$348,904,049$1,699,184,958$2,048,089,007
6Klaas Financial Asset Advisors, LLC.$201,819$438,149,250$438,149,250
7RPC Private Wealth, LLC$202,093$188,175,931$1,993,927$190,169,858
8Piershale Financial Group, Inc.$211,961$226,295,024$21,063,413$247,358,437
9Three Sixty Wealth Management, LLC$218,750$105,000,000$105,000,000
10Arlington Capital Management, Inc.$222,778$116,958,262$116,958,262
11CAFG Wealth Management, Inc.$235,977$174,151,236$174,151,236
12Chicago Wealth Management, Inc.$244,752$174,997,758$174,997,758
13Holder Wealth Management, Inc.$253,433$163,211,000$163,211,000
14Creekmur Asset Management, LLC$263,602$197,438,169$197,438,169
15GRYPHON ADVISORS, LLC$271,234$271,497,614$78,664,850$350,162,464
16Focus Wealth Planning Inc$276,254$115,474,005$115,474,005
17Essex LLC$277,112$362,751,227$57,073,351$419,824,578
18Cambridge Capital Management, LLC$284,801$211,488,929$32,300,368$243,789,297
19The Planning Center, Inc.$293,609$765,785,061$77,167,430$842,952,491
20Bluestem Financial Advisors, LLC$293,901$215,113,410$6,194,323$221,307,733
21Ruedi Wealth Management, Inc.$311,562$283,609,474$7,077,799$290,687,273
22Benchmark Capital Group Ltd.$323,007$108,804,014$2,956,530$111,760,544
23Investment Center, Inc.$331,890$248,328,866$7,890,216$256,219,082
24River Street Advisors, LLC$333,294$138,786,401$3,530,133$142,316,534
25Robert Gordon & Associates, Inc.$333,341$63,336,830$174,668,623$238,005,453
26Sage Private Wealth Group, LLC$333,475$341,884,166$595,134$342,479,300
27TRINITY FINANCIAL ADVISORS LLC$334,029$212,108,419$212,108,419
28Forest Asset Management LLC$334,646$130,511,895$130,511,895
29Sebold Capital Management, Inc$336,487$196,267,857$60,134,892$256,402,749
30Capital Management Consultants, Inc.$337,322$101,293,653$1,589,406$102,883,059
31Meyer Financial Services, Inc.$338,811$91,937,464$31,050,780$122,988,244
32TPG Advisors LLC$343,233$174,140,768$14,294,183$188,434,951
33DWM Financial Group, Inc.$344,516$208,002,426$18,689,261$226,691,687
34Coyle Financial Counsel, LLC$348,632$590,110,674$148,989,793$739,100,467
35Estate & Trust Advisors, Inc.$355,013$169,696,312$169,696,312
36Spotlight Asset Group, Inc.$360,298$439,991,653$6,777,533$446,769,186
37Insight 2811 Inc$385,290$275,463,215$6,183,462$281,646,677
38Walled Lake Planning & Wealth Management, LLC$392,269$372,842,126$62,968,227$435,810,353
39PRIVATE VISTA, LLC$398,521$1,564,290,000$112,289,023$1,676,579,023
40Edge Financial Advisors, LLC$410,104$269,186,170$3,123,206$272,309,376
41Keb Asset Management, LLC$410,202$635,446,103$86,510,193$721,956,296
42Dibenedetto & Associates Ltd$422,605$218,922,257$17,313,735$236,235,992
43Pinnacle Financial Group LLC$427,696$363,845,547$21,935,798$385,781,345
44Model Wealth , Inc.$429,920$136,714,715$136,714,715
45North Shore Investment Consulting LLC$430,625$135,216,368$135,216,368
46Schlindwein Associates LLC$468,725$214,676,269$214,676,269
47Jack Moller & Associates, Inc.$498,937$460,585,514$1,929,121$462,514,635
48Sterling Wealth Management, Inc.$503,185$216,872,924$216,872,924
49Cogent Strategic Wealth LLC$529,982$169,594,099$169,594,099
50Rappaport Reiches Capital Management, LLC$538,349$654,632,383$654,632,383
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Showing 1 to 50 of 107 entries

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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.