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 | Gresham Partners, Llc | $36,591,411 | $5,229,932,255 | $1,832,210,126 | $7,062,142,381 |
| 2 | Altair Advisers, Llc | $7,099,548 | $1,469,326,603 | $3,628,149,212 | $5,097,475,815 |
| 3 | Port Capital Llc | $3,055,561 | $1,172,123,943 | $89,822,555 | $1,261,946,498 |
| 4 | Cresset Asset Management, Llc | $2,919,963 | $6,273,429,220 | $243,928,858 | $6,517,358,078 |
| 5 | Fountainhead Financial, Llc | $2,896,512 | — | $249,100,000 | $249,100,000 |
| 6 | Promus Capital, Llc | $2,418,712 | $326,336,578 | $522,631,415 | $848,967,993 |
| 7 | Embree Financial Group | $2,409,386 | $477,818,000 | $746,150,000 | $1,223,968,000 |
| 8 | Siligmueller & Norvid Wealth Advisors Llc | $2,221,437 | $193,265,000 | — | $193,265,000 |
| 9 | Oak Wealth Advisors Llc | $2,184,615 | $141,300,000 | $700,000 | $142,000,000 |
| 10 | Lowery Asset Consulting, Llc | $2,077,340 | — | $806,007,956 | $806,007,956 |
| 11 | Grey Street Capital, Llc | $1,790,763 | $741,375,929 | — | $741,375,929 |
| 12 | Zimmerman Wealth Management, Llc | $1,729,005 | $264,537,751 | — | $264,537,751 |
| 13 | Alex Green Investment Management Llc | $1,726,278 | $207,153,330 | — | $207,153,330 |
| 14 | Chicago Capital, Llc | $1,713,297 | $2,041,974,366 | $1,988,696 | $2,043,963,062 |
| 15 | The Mosaic Financial Group, Llc | $1,639,451 | $386,033,526 | $589,440,046 | $975,473,572 |
| 16 | Gofen And Glossberg, L.L.C. | $1,543,817 | $4,707,207,466 | $260,796,166 | $4,968,003,632 |
| 17 | Mitchell Vaught & Taylor Inc | $1,508,434 | $256,515,873 | $11,985,414 | $268,501,287 |
| 18 | Interocean Capital - Tn, Llc | $1,434,570 | $97,616,846 | $18,583,340 | $116,200,186 |
| 19 | Brownson, Rehmus & Foxworth, Inc. | $1,402,150 | — | $5,570,743,864 | $5,570,743,864 |
| 20 | Savant Capital Management | $1,273,202 | $6,688,128,321 | — | $6,688,128,321 |
| 21 | Urban Financial Advisory Corporation | $1,228,013 | $788,047,564 | $82,613,301 | $870,660,865 |
| 22 | Chesley, Taft & Associates, Llc | $1,225,497 | $1,797,142,947 | $146,494,732 | $1,943,637,679 |
| 23 | Advisory Partners, Llc | $1,181,585 | $207,958,889 | — | $207,958,889 |
| 24 | David Vaughan Investments, Llc | $1,174,864 | $3,045,248,045 | — | $3,045,248,045 |
| 25 | Ahc Advisors, Inc. | $1,147,453 | $102,250,612 | $153,631,472 | $255,882,084 |
| 26 | Madden Funds Management | $1,100,000 | $198,000,000 | — | $198,000,000 |
| 27 | Mendel Money Management Inc | $1,076,178 | $173,264,644 | — | $173,264,644 |
| 28 | Zuckerman Investment Group | $1,064,644 | $875,006,834 | $71,461,625 | $946,468,459 |
| 29 | Jmg Financial Group Ltd | $1,039,170 | $3,154,168,000 | $173,255,000 | $3,327,423,000 |
| 30 | Arthur M. Cohen & Associates Llc | $994,407 | $767,682,075 | — | $767,682,075 |
| 31 | Aberdeen Wealth Management Llc | $985,778 | $427,645,999 | $16,939,871 | $444,585,870 |
| 32 | Mark Bell Advisory Services, Inc. | $901,653 | $124,428,155 | — | $124,428,155 |
| 33 | Vivaldi Capital Management, Llc | $890,327 | $1,747,813,868 | $338,223,097 | $2,086,036,965 |
| 34 | Coe Capital Management, Llc | $881,483 | $156,900,207 | $3,794 | $156,904,001 |
| 35 | Miramar Capital | $876,123 | $232,088,206 | $16,730,737 | $248,818,943 |
| 36 | Invesco, Llc | $865,634 | $162,739,141 | — | $162,739,141 |
| 37 | Balasa Dinverno Foltz Llc | $801,371 | $4,595,063,036 | — | $4,595,063,036 |
| 38 | Zacks Investment Management, Inc. | $793,353 | $4,973,528,399 | — | $4,973,528,399 |
| 39 | Interocean Capital, Llc | $789,725 | $1,963,117,713 | $489,767,149 | $2,452,884,862 |
| 40 | Capstone Financial Advisors Inc | $698,641 | $1,636,041,635 | $6,462,246 | $1,642,503,881 |
| 41 | Roberts, Glore & Co. | $664,183 | $495,798,470 | $198,937,185 | $694,735,655 |
| 42 | Prism Planning Partners | $647,357 | $127,529,414 | — | $127,529,414 |
| 43 | Heritage Way Advisors, L.L.C. | $638,602 | $298,227,333 | — | $298,227,333 |
| 44 | Strategic Wealth Partners | $629,745 | $2,575,596,178 | $104,597,115 | $2,680,193,293 |
| 45 | Hemsley Advisors, Ltd. | $629,286 | $12,639,589 | $375,000,575 | $387,640,164 |
| 46 | Graybill Bartz Associates, Ltd | $609,691 | $262,179,440 | $8,523,360 | $270,702,800 |
| 47 | Shankervalleau Wealth Advisors, Inc. | $597,528 | $331,373,299 | $5,632,626 | $337,005,925 |
| 48 | Vantage Financial Partners Limited | $585,126 | $510,046,630 | $4,864,372 | $514,911,002 |
| 49 | The Mather Group, Llc | $576,247 | $3,419,794,083 | $264,727,760 | $3,684,521,843 |
| 50 | Hinsdale Associates | $573,547 | $122,739,082 | — | $122,739,082 |
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.
