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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

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$103,736$2,129,384,165$2,129,384,165
3Hendricks Wealth And Estate Management$111,697$202,005,432$6,086,262$208,091,694
4Mentor Capital Management Inc.$133,153$91,825,409$29,077,559$120,902,968
5Piershale Financial Group, Inc.$191,613$195,954,123$19,610,508$215,564,631
6Iht Wealth Management Llc$207,698$2,419,151,490$5,717,549$2,424,869,039
7Chicago Wealth Management, Inc.$213,312$158,917,337$158,917,337
8Cafg Wealth Management, Inc.$213,699$156,641,548$156,641,548
9Ruedi Wealth Management, Inc.$222,253$191,443,827$10,806,172$202,249,999
10Arlington Capital Management, Inc.$225,480$202,481,439$202,481,439
11Holder Wealth Management$236,488$141,420,000$141,420,000
12Cambridge Capital Management, Llc$243,962$186,471,902$28,214,248$214,686,150
13Essex Llc$244,529$310,016,754$34,524,192$344,540,946
14Gryphon Advisors, Llc$271,234$271,497,614$78,664,850$350,162,464
15Focus Financial Advisors$272,157$109,679,160$109,679,160
16The Planning Center, Inc.$281,735$720,848,277$55,613,846$776,462,123
17The Planning Group$286,781$148,884,033$3,110,001$151,994,034
18Sebold Capital Management, Inc$305,515$176,694,984$29,222,292$205,917,276
19Robert Gordon & Associates Inc$311,339$22,951,519$177,239,535$200,191,054
20Capital Management Consultants, Inc.$312,839$102,311,030$1,551,412$103,862,442
21Detterbeck Wealth Management$318,574$180,052,779$18,737,359$198,790,138
22Coyle Financial Counsel, Llc$320,863$543,049,228$129,799,775$672,849,003
23Ofm Wealth$327,095$237,059,675$9,242,757$246,302,432
24Trinity Financial Advisors Llc$334,029$212,108,419$212,108,419
25Huber Financial$350,193$1,441,631,166$32,332,970$1,473,964,136
26Dibenedetto & Associates Ltd$356,986$190,041,834$14,510,965$204,552,799
27Aza Capital Management$361,015$254,301,307$11,044,615$265,345,922
28Walled Lake Planning & Wealth Management, Llc$362,625$382,569,349$382,569,349
29Keb Asset Management, Llc$382,206$567,849,223$88,398,804$656,248,027
30Private Vista, Llc$398,521$1,564,290,000$112,289,023$1,676,579,023
31Private Vista, Llc$398,521$1,564,290,000$112,289,023$1,676,579,023
32Pinnacle Financial Group Llc$402,544$308,666,238$36,313,601$344,979,839
33Model Wealth$412,639$115,538,914$115,538,914
34Schlindwein Associates Llc$426,819$197,617,342$197,617,342
35Sterling Wealth Management, Inc.$459,748$161,831,305$161,831,305
36Financial Solutions Advisory Group$473,810$597,000,000$597,000,000
37Moller Financial Services$474,557$441,812,970$441,812,970
38Stone Island Financial Planning$475,363$131,675,568$131,675,568
39Estate & Trust Advisors$491,127$135,300,000$23,334,000$158,634,000
40Ccp, Inc$495,328$142,159,000$142,159,000
41Providence Wealth Advisors, Llc$500,000$450,000,000$450,000,000
42Rmb Capital Management$500,397$7,761,170,614$903,699,517$8,664,870,131
43Rappaport Reiches Capital Management,$501,050$574,704,366$574,704,366
44Cogent Strategic Wealth$503,614$148,062,638$148,062,638
45Rezny Wealth Management, Inc.$535,391$202,727,722$720,730$203,448,452
46Oak Family Advisors, Llc$541,684$205,200,000$58,600,000$263,800,000
47Tc Wealth Partners, Llc$547,821$884,641,351$16,523,880$901,165,231
48Optimum Investment Advisors, Llc$571,670$418,441,463$33,749,800$452,191,263
49Clune & Associates$571,938$338,015,280$338,015,280
50Hinsdale Associates$573,547$122,739,082$122,739,082
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Showing 1 to 50 of 99 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.