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 | Altair Advisers, LLC | $8,053,887 | $1,855,807,452 | $4,168,499,791 | $6,024,307,243 |
| 2 | Port Capital LLC | $4,509,722 | $1,848,909,874 | $103,799,759 | $1,952,709,633 |
| 3 | Fountainhead Financial, LLC | $3,185,227 | — | $280,300,000 | $280,300,000 |
| 4 | Redmont Wealth Advisors LLC | $2,788,364 | $122,688,000 | — | $122,688,000 |
| 5 | Embree Financial Group | $2,767,278 | $577,499,322 | $911,296,278 | $1,488,795,600 |
| 6 | Promus Capital, LLC | $2,415,056 | $411,299,764 | $590,948,397 | $1,002,248,161 |
| 7 | Siligmueller & Norvid Wealth Advisors LLC | $2,410,477 | $207,301,000 | — | $207,301,000 |
| 8 | Brownson, Rehmus & Foxworth, Inc. | $2,390,783 | — | $6,024,774,223 | $6,024,774,223 |
| 9 | Zimmerman Wealth Management, LLC | $2,154,595 | $303,797,935 | — | $303,797,935 |
| 10 | Oak Wealth Advisors LLC | $2,151,515 | $142,000,000 | — | $142,000,000 |
| 11 | Chicago Capital, LLC | $2,077,828 | $2,669,667,853 | $8,653,082 | $2,678,320,935 |
| 12 | Financial Solutions Advisory Group, Inc. | $1,952,610 | $646,314,000 | — | $646,314,000 |
| 13 | Cresset Asset Management, LLC | $1,917,103 | $11,570,814,863 | $106,261,425 | $11,677,076,288 |
| 14 | Lowery Asset Consulting, LLC | $1,763,465 | — | $917,001,771 | $917,001,771 |
| 15 | The Mosaic Financial Group, LLC | $1,746,231 | $447,926,677 | $535,201,375 | $983,128,052 |
| 16 | Grey Street Capital, LLC | $1,723,867 | $907,976,959 | $53,940,848 | $961,917,807 |
| 17 | Gofen And Glossberg, L.L.C. | $1,629,753 | $5,275,945,392 | $279,884,250 | $5,555,829,642 |
| 18 | Mitchell Vaught & Taylor Inc | $1,596,626 | $296,801,906 | $1,767,097 | $298,569,003 |
| 19 | Savant Capital, LLC | $1,457,602 | $9,591,019,191 | — | $9,591,019,191 |
| 20 | INTEROCEAN CAPITAL - TN, LLC | $1,434,570 | $97,616,846 | $18,583,340 | $116,200,186 |
| 21 | Personal Financial Planning, Inc. | $1,419,280 | $896,985,000 | — | $896,985,000 |
| 22 | Chesley, Taft & Associates, LLC | $1,292,021 | $1,980,194,816 | $165,851,992 | $2,146,046,808 |
| 23 | Urban Financial Advisory Corp | $1,276,736 | $815,351,819 | $112,834,900 | $928,186,719 |
| 24 | Mendel Money Management Inc | $1,238,240 | $205,547,915 | — | $205,547,915 |
| 25 | Alex Green Investment Management LLC | $1,212,216 | $206,076,774 | — | $206,076,774 |
| 26 | ADVISORY PARTNERS, LLC | $1,181,585 | $207,958,889 | — | $207,958,889 |
| 27 | Zuckerman Investment Group, LLC | $1,168,729 | $952,601,112 | $95,748,722 | $1,048,349,834 |
| 28 | AHC ADVISORS, INC. | $1,147,453 | $102,250,612 | $153,631,472 | $255,882,084 |
| 29 | Arthur M. Cohen & Associates LLC | $1,134,323 | $891,578,096 | — | $891,578,096 |
| 30 | Aberdeen Wealth Management LLC | $1,133,259 | $487,361,186 | $18,072,360 | $505,433,546 |
| 31 | Madden Funds Management Ltd. | $1,068,421 | $203,000,000 | — | $203,000,000 |
| 32 | JMG Financial Group Ltd | $1,017,245 | $3,640,644,000 | $147,575,000 | $3,788,219,000 |
| 33 | Rezny Wealth Management, Inc. | $994,306 | $250,866,900 | $1,686,743 | $252,553,643 |
| 34 | Mark Bell Advisory Services, Inc. | $969,569 | $130,891,860 | — | $130,891,860 |
| 35 | Invesco, LLC | $940,774 | $177,806,293 | — | $177,806,293 |
| 36 | Balasa Dinverno Foltz LLC | $923,663 | $5,366,480,585 | — | $5,366,480,585 |
| 37 | Coe Capital Management, LLC | $905,128 | $176,500,000 | — | $176,500,000 |
| 38 | INTEROCEAN CAPITAL, LLC | $789,725 | $1,963,117,713 | $489,767,149 | $2,452,884,862 |
| 39 | Crumly And Associates, Incorporated | $747,475 | $263,858,688 | — | $263,858,688 |
| 40 | Capstone Financial Advisors Inc | $742,373 | $1,829,602,495 | $7,028,446 | $1,836,630,941 |
| 41 | Heritage Way Advisors, L.L.C. | $735,511 | $368,490,866 | — | $368,490,866 |
| 42 | Roberts, Glore & Co. | $729,490 | $521,684,712 | $226,042,664 | $747,727,376 |
| 43 | Patrick M. Sweeney & Associates, Inc | $715,503 | $129,149,327 | $7,511,740 | $136,661,067 |
| 44 | Miramar Capital LLC | $706,371 | $264,925,762 | $60,711,377 | $325,637,139 |
| 45 | Shankervalleau Wealth Advisors, Inc. | $666,683 | $366,220,784 | $6,455,268 | $372,676,052 |
| 46 | Hinsdale Associates, Inc. | $653,981 | $124,910,323 | — | $124,910,323 |
| 47 | TC Wealth Partners, LLC | $650,451 | $1,049,152,464 | $8,481,191 | $1,057,633,655 |
| 48 | PRISM PLANNING PARTNERS | $647,357 | $127,529,414 | — | $127,529,414 |
| 49 | Hemsley Advisors, Ltd. | $644,626 | $358,737,976 | $24,170,028 | $382,908,004 |
| 50 | Optimum Investment Advisors, LLC | $642,567 | $368,892,721 | $74,478,536 | $443,371,257 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
