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
1Altair Advisers, LLC$8,053,887$1,855,807,452$4,168,499,791$6,024,307,243
2Port Capital LLC$4,509,722$1,848,909,874$103,799,759$1,952,709,633
3Fountainhead Financial, LLC$3,185,227$280,300,000$280,300,000
4Redmont Wealth Advisors LLC$2,788,364$122,688,000$122,688,000
5Embree Financial Group$2,767,278$577,499,322$911,296,278$1,488,795,600
6Promus Capital, LLC$2,415,056$411,299,764$590,948,397$1,002,248,161
7Siligmueller & Norvid Wealth Advisors LLC$2,410,477$207,301,000$207,301,000
8Brownson, Rehmus & Foxworth, Inc.$2,390,783$6,024,774,223$6,024,774,223
9Zimmerman Wealth Management, LLC$2,154,595$303,797,935$303,797,935
10Oak Wealth Advisors LLC$2,151,515$142,000,000$142,000,000
11Chicago Capital, LLC$2,077,828$2,669,667,853$8,653,082$2,678,320,935
12Financial Solutions Advisory Group, Inc.$1,952,610$646,314,000$646,314,000
13Cresset Asset Management, LLC$1,917,103$11,570,814,863$106,261,425$11,677,076,288
14Lowery Asset Consulting, LLC$1,763,465$917,001,771$917,001,771
15The Mosaic Financial Group, LLC$1,746,231$447,926,677$535,201,375$983,128,052
16Grey Street Capital, LLC$1,723,867$907,976,959$53,940,848$961,917,807
17Gofen And Glossberg, L.L.C.$1,629,753$5,275,945,392$279,884,250$5,555,829,642
18Mitchell Vaught & Taylor Inc$1,596,626$296,801,906$1,767,097$298,569,003
19Savant Capital, LLC$1,457,602$9,591,019,191$9,591,019,191
20INTEROCEAN CAPITAL - TN, LLC$1,434,570$97,616,846$18,583,340$116,200,186
21Personal Financial Planning, Inc.$1,419,280$896,985,000$896,985,000
22Chesley, Taft & Associates, LLC$1,292,021$1,980,194,816$165,851,992$2,146,046,808
23Urban Financial Advisory Corp$1,276,736$815,351,819$112,834,900$928,186,719
24Mendel Money Management Inc$1,238,240$205,547,915$205,547,915
25Alex Green Investment Management LLC$1,212,216$206,076,774$206,076,774
26ADVISORY PARTNERS, LLC$1,181,585$207,958,889$207,958,889
27Zuckerman Investment Group, LLC$1,168,729$952,601,112$95,748,722$1,048,349,834
28AHC ADVISORS, INC.$1,147,453$102,250,612$153,631,472$255,882,084
29Arthur M. Cohen & Associates LLC$1,134,323$891,578,096$891,578,096
30Aberdeen Wealth Management LLC$1,133,259$487,361,186$18,072,360$505,433,546
31Madden Funds Management Ltd.$1,068,421$203,000,000$203,000,000
32JMG Financial Group Ltd$1,017,245$3,640,644,000$147,575,000$3,788,219,000
33Rezny Wealth Management, Inc.$994,306$250,866,900$1,686,743$252,553,643
34Mark Bell Advisory Services, Inc.$969,569$130,891,860$130,891,860
35Invesco, LLC$940,774$177,806,293$177,806,293
36Balasa Dinverno Foltz LLC$923,663$5,366,480,585$5,366,480,585
37Coe Capital Management, LLC$905,128$176,500,000$176,500,000
38INTEROCEAN CAPITAL, LLC$789,725$1,963,117,713$489,767,149$2,452,884,862
39Crumly And Associates, Incorporated$747,475$263,858,688$263,858,688
40Capstone Financial Advisors Inc$742,373$1,829,602,495$7,028,446$1,836,630,941
41Heritage Way Advisors, L.L.C.$735,511$368,490,866$368,490,866
42Roberts, Glore & Co.$729,490$521,684,712$226,042,664$747,727,376
43Patrick M. Sweeney & Associates, Inc$715,503$129,149,327$7,511,740$136,661,067
44Miramar Capital LLC$706,371$264,925,762$60,711,377$325,637,139
45Shankervalleau Wealth Advisors, Inc.$666,683$366,220,784$6,455,268$372,676,052
46Hinsdale Associates, Inc.$653,981$124,910,323$124,910,323
47TC Wealth Partners, LLC$650,451$1,049,152,464$8,481,191$1,057,633,655
48PRISM PLANNING PARTNERS$647,357$127,529,414$127,529,414
49Hemsley Advisors, Ltd.$644,626$358,737,976$24,170,028$382,908,004
50Optimum Investment Advisors, LLC$642,567$368,892,721$74,478,536$443,371,257
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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.