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
1Gresham Partners, Llc$36,591,411$5,229,932,255$1,832,210,126$7,062,142,381
2Altair Advisers, Llc$7,099,548$1,469,326,603$3,628,149,212$5,097,475,815
3Port Capital Llc$3,055,561$1,172,123,943$89,822,555$1,261,946,498
4Cresset Asset Management, Llc$2,919,963$6,273,429,220$243,928,858$6,517,358,078
5Fountainhead Financial, Llc$2,896,512$249,100,000$249,100,000
6Promus Capital, Llc$2,418,712$326,336,578$522,631,415$848,967,993
7Embree Financial Group$2,409,386$477,818,000$746,150,000$1,223,968,000
8Siligmueller & Norvid Wealth Advisors Llc$2,221,437$193,265,000$193,265,000
9Oak Wealth Advisors Llc$2,184,615$141,300,000$700,000$142,000,000
10Lowery Asset Consulting, Llc$2,077,340$806,007,956$806,007,956
11Grey Street Capital, Llc$1,790,763$741,375,929$741,375,929
12Zimmerman Wealth Management, Llc$1,729,005$264,537,751$264,537,751
13Alex Green Investment Management Llc$1,726,278$207,153,330$207,153,330
14Chicago Capital, Llc$1,713,297$2,041,974,366$1,988,696$2,043,963,062
15The Mosaic Financial Group, Llc$1,639,451$386,033,526$589,440,046$975,473,572
16Gofen And Glossberg, L.L.C.$1,543,817$4,707,207,466$260,796,166$4,968,003,632
17Mitchell Vaught & Taylor Inc$1,508,434$256,515,873$11,985,414$268,501,287
18Interocean Capital - Tn, Llc$1,434,570$97,616,846$18,583,340$116,200,186
19Brownson, Rehmus & Foxworth, Inc.$1,402,150$5,570,743,864$5,570,743,864
20Savant Capital Management$1,273,202$6,688,128,321$6,688,128,321
21Urban Financial Advisory Corporation$1,228,013$788,047,564$82,613,301$870,660,865
22Chesley, Taft & Associates, Llc$1,225,497$1,797,142,947$146,494,732$1,943,637,679
23Advisory Partners, Llc$1,181,585$207,958,889$207,958,889
24David Vaughan Investments, Llc$1,174,864$3,045,248,045$3,045,248,045
25Ahc Advisors, Inc.$1,147,453$102,250,612$153,631,472$255,882,084
26Madden Funds Management$1,100,000$198,000,000$198,000,000
27Mendel Money Management Inc$1,076,178$173,264,644$173,264,644
28Zuckerman Investment Group$1,064,644$875,006,834$71,461,625$946,468,459
29Jmg Financial Group Ltd$1,039,170$3,154,168,000$173,255,000$3,327,423,000
30Arthur M. Cohen & Associates Llc$994,407$767,682,075$767,682,075
31Aberdeen Wealth Management Llc$985,778$427,645,999$16,939,871$444,585,870
32Mark Bell Advisory Services, Inc.$901,653$124,428,155$124,428,155
33Vivaldi Capital Management, Llc$890,327$1,747,813,868$338,223,097$2,086,036,965
34Coe Capital Management, Llc$881,483$156,900,207$3,794$156,904,001
35Miramar Capital$876,123$232,088,206$16,730,737$248,818,943
36Invesco, Llc$865,634$162,739,141$162,739,141
37Balasa Dinverno Foltz Llc$801,371$4,595,063,036$4,595,063,036
38Zacks Investment Management, Inc.$793,353$4,973,528,399$4,973,528,399
39Interocean Capital, Llc$789,725$1,963,117,713$489,767,149$2,452,884,862
40Capstone Financial Advisors Inc$698,641$1,636,041,635$6,462,246$1,642,503,881
41Roberts, Glore & Co.$664,183$495,798,470$198,937,185$694,735,655
42Prism Planning Partners$647,357$127,529,414$127,529,414
43Heritage Way Advisors, L.L.C.$638,602$298,227,333$298,227,333
44Strategic Wealth Partners$629,745$2,575,596,178$104,597,115$2,680,193,293
45Hemsley Advisors, Ltd.$629,286$12,639,589$375,000,575$387,640,164
46Graybill Bartz Associates, Ltd$609,691$262,179,440$8,523,360$270,702,800
47Shankervalleau Wealth Advisors, Inc.$597,528$331,373,299$5,632,626$337,005,925
48Vantage Financial Partners Limited$585,126$510,046,630$4,864,372$514,911,002
49The Mather Group, Llc$576,247$3,419,794,083$264,727,760$3,684,521,843
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.