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