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
1Coyle Financial Counsel, Llc$178,000,000$178,000,000$178,000,000
2Gresham Partners$40,951,363$4,606,352,489$2,642,038,686$7,248,391,175
3Personal Financial Planning, Inc.$6,554,000$655,400,000$655,400,000
4Altair Advisers$6,282,980$1,220,299,298$3,184,069,923$4,404,369,221
5Cresset Wealth Advisors$5,359,476$2,704,216,349$634,737,484$3,338,953,833
6Port Capital LLC$2,731,853$1,010,785,577$1,010,785,577
7Fountainhead Financial$2,239,341$192,583,331$192,583,331
8Promus Capital, LLC$1,929,035$240,910,289$449,684,400$690,594,689
9Oak Wealth Advisors LLC$1,925,393$117,449,000$117,449,000
10Grey Street Capital, LLC$1,921,166$619,819,356$4,559,660$624,379,016
11Siligmueller & Norvid Wealth Advisors LLC$1,887,977$164,254,000$164,254,000
12Mitchell Vaught & Taylor Inc$1,798,329$395,679,283$59,298,051$454,977,334
13Schlindwein Associates Llc$1,758,875$6,828,957,938$160,810,194$6,989,768,132
14Zimmerman Wealth Management$1,696,410$208,658,372$208,658,372
15Alex Green Investment Management$1,610,491$178,764,455$178,764,455
16Private Vista, LLC$1,590,746$1,486,635,464$37,298,815$1,523,934,279
17The Mosaic Financial Group$1,507,922$406,909,048$505,383,796$912,292,844
18Brownson, Rehmus & Foxworth, Inc.$1,461,933$10,892,864,000$10,892,864,000
19Gofen and Glossberg$1,353,666$3,937,677,090$249,211,741$4,186,888,831
20Interocean Capital - Tn, LLC$1,351,710$81,438,195$22,643,504$104,081,699
21Lowery Asset Consulting, LLC$1,333,854$732,285,928$732,285,928
22Urban Financial Advisory Corporation$1,235,794$756,483,814$114,750,998$871,234,812
23The Mosaic Financial Group, Llc$1,222,778$414,521,805$414,521,805
24Savant Capital Management$1,114,254$5,382,962,097$5,382,962,097
25Madden Funds Management$1,084,211$206,000,000$206,000,000
26Chesley, Taft & Associates$1,055,240$1,491,350,231$118,945,319$1,610,295,550
27David Vaughan Investments Inc$1,006,840$2,428,499,008$2,428,499,008
28Advisory Partners, LLC$1,001,884$192,581,503$9,799,135$202,380,638
29Estate & Trust Advisors$984,546$122,572,219$25,109,622$147,681,841
30JMG Financial Group Ltd.$964,296$2,518,406,000$156,550,000$2,674,956,000
31Zuckerman Investment Group$948,045$812,186,702$22,092,789$834,279,491
32Mendel Money Management Inc$907,488$141,568,192$141,568,192
33Aberdeen Wealth Management$853,328$374,623,106$11,081,295$385,704,401
34Arthur M. Cohen & Associates$814,972$643,828,199$643,828,199
35Zacks Investment Management$811,347$4,774,778,847$4,774,778,847
36Mark Bell Advisory Services, Inc.$791,416$110,798,237$110,798,237
37Balasa Dinverno Foltz$773,803$4,136,748,330$4,136,748,330
38Coe Capital Management, LLC$724,388$161,538,565$161,538,565
39The Mather Group, Inc.$711,629$2,931,483,053$1,213,755,493$4,145,238,546
40Interocean Capital, LLC$710,970$1,542,101,562$405,245,115$1,947,346,677
41Leonetti & Associates$708,378$712,627,868$712,627,868
42Invesco, LLC$676,011$126,414,028$126,414,028
43Capstone Financial Advisors Inc$641,624$1,415,453,571$5,742,703$1,421,196,274
44Graybill Bartz Associates, Ltd.$590,394$246,292,041$7,577,210$253,869,251
45Roberts, Glore & Co.$584,178$423,678,680$169,262,316$592,940,996
46Heritage Way Advisors$575,064$243,252,014$243,252,014
47Edge Portfolio Management$565,403$162,157,275$113,260$162,270,535
48Hemsley Advisors, Ltd..$548,487$4,983,971$335,626,583$340,610,554
49RMB Capital Management$547,750$7,873,658,240$758,338,936$8,631,997,176
50Vivaldi Capital Management$542,529$1,158,340,498$367,249,953$1,525,590,451
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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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