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
1J.G. Hendricks Financial Services, LLC$81,120$136,779,953$3,801,715$140,581,668
2NextCapital Advisers$86,174$687,495,947$687,495,947
3Robert Gordon & Associates Inc$113,863$6,870,000$150,830,000$157,700,000
4Iht Wealth Management LLC$166,214$1,267,880,055$1,267,880,055
5CAFG Wealth Management$173,314$128,772,081$128,772,081
6Piershale Financial Group, Inc.$173,819$202,652,471$24,702,437$227,354,908
7Zacks Investment Management, Inc.$175,596$153,119,328$153,119,328
8Cambridge Capital Management, LLC$185,118$154,905,242$10,960,247$165,865,489
9Chicago Wealth Management, Inc.$185,306$132,679,033$132,679,033
10Holder Wealth Management$219,264$113,797,760$113,797,760
11Essex LLC$219,301$243,845,538$41,465,245$285,310,783
12Sebold Capital Management, Inc$228,953$131,448,731$15,996,714$147,445,445
13Gryphon Advisors$241,283$225,219,167$63,838,226$289,057,393
14Capital Management Consultants, Inc.$242,812$116,776,367$1,473,302$118,249,669
15The Planning Center, Inc.$250,079$650,078,403$58,644,111$708,722,514
16Trinity Financial Advisors$265,576$185,903,177$185,903,177
17Ruedi Wealth Management, Inc.$280,941$224,298,852$12,815,616$237,114,468
18Coyle Financial Counsel, Inc.$287,432$455,097,691$131,551,509$586,649,200
19Detterbeck Wealth Management$288,716$143,915,328$16,321,839$160,237,167
20OFM Wealth$292,990$203,968,988$14,308,595$218,277,583
21Spotlight Asset Group$305,311$193,957,817$43,879,754$237,837,571
22Huber Financial$307,330$1,170,815,047$32,689,099$1,203,504,146
23DiBenedetto & Associates Ltd.$316,423$161,967,378$14,913,050$176,880,428
24Jmg Financial Group Ltd$326,100$230,552,877$230,552,877
25Keb Asset Management$339,202$478,913,758$72,628,914$551,542,672
26Chesley, Taft & Associates, Llc$350,882$112,632,961$112,632,961
27Ccp, Inc$368,779$439,399,780$31,530,684$470,930,464
28Schlindwein Associates$373,638$170,752,729$170,752,729
29TC Wealth Partners, LLC$383,929$390,818,900$11,154,386$401,973,286
30Graybill Bartz Associates, Ltd$395,863$100,240,000$705,105$100,945,105
31Moller Financial Services$400,436$401,637,317$401,637,317
32Sterling Wealth Management, Inc.$406,619$130,118,000$130,118,000
33CCP Inc$419,861$120,500,000$120,500,000
34Altman Advisors$424,941$233,717,728$233,717,728
35Rezny Wealth Management, Inc.$449,336$157,563,704$1,052,020$158,615,724
36Rappaport Reiches Capital Management,$457,100$463,956,194$463,956,194
37Optimum Investment Advisors$478,813$372,995,582$372,995,582
38Oak Family Advisors, LLC$484,298$131,400,000$44,400,000$175,800,000
39Providence Wealth Advisors$493,333$370,000,000$370,000,000
40The Cogent Advisor$493,571$131,783,429$131,783,429
41Hinsdale Associates$498,450$106,668,216$106,668,216
42Vantage Financial Partners Limited$499,718$412,174,986$5,588,953$417,763,939
43Financial Solutions Advisory Group$500,000$300,000,000$300,000,000
44Strategic Wealth Partners$518,746$1,910,681,802$173,121,430$2,083,803,232
45Clune & Associates$529,187$300,578,426$300,578,426
46ShankerValleau Wealth Advisors, Inc.$530,566$285,112,046$10,944,022$296,056,068
47Vivaldi Capital Management$542,529$1,158,340,498$367,249,953$1,525,590,451
48RMB Capital Management$547,750$7,873,658,240$758,338,936$8,631,997,176
49Hemsley Advisors, Ltd..$548,487$4,983,971$335,626,583$340,610,554
50Edge Portfolio Management$565,403$162,157,275$113,260$162,270,535
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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 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.


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