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 |
|---|---|---|---|---|---|
| 51 | Oak Family Advisors, LLC | $598,073 | $243,200,000 | $67,200,000 | $310,400,000 |
| 52 | Clune & Associates | $591,150 | — | $369,469,018 | $369,469,018 |
| 53 | Vantage Financial Partners Limited | $590,294 | $563,213,172 | $5,830,558 | $569,043,730 |
| 54 | South Georgia Capital, LLC | $578,288 | $164,812,072 | — | $164,812,072 |
| 55 | The Mather Group, LLC | $565,839 | $5,238,738,916 | $374,949,221 | $5,613,688,137 |
| 56 | Graybill Bartz Associates, Ltd | $562,550 | $251,142,175 | $14,943,945 | $266,086,120 |
| 57 | Riverpoint Wealth Management Holdings, LLC | $539,828 | $642,934,937 | — | $642,934,937 |
| 58 | Rappaport Reiches Capital Management, LLC | $538,349 | $654,632,383 | — | $654,632,383 |
| 59 | Cogent Strategic Wealth LLC | $529,982 | $169,594,099 | — | $169,594,099 |
| 60 | Sterling Wealth Management, Inc. | $503,185 | $216,872,924 | — | $216,872,924 |
| 61 | Jack Moller & Associates, Inc. | $498,937 | $460,585,514 | $1,929,121 | $462,514,635 |
| 62 | Schlindwein Associates LLC | $468,725 | $214,676,269 | — | $214,676,269 |
| 63 | North Shore Investment Consulting LLC | $430,625 | — | $135,216,368 | $135,216,368 |
| 64 | Model Wealth , Inc. | $429,920 | $136,714,715 | — | $136,714,715 |
| 65 | Pinnacle Financial Group LLC | $427,696 | $363,845,547 | $21,935,798 | $385,781,345 |
| 66 | Dibenedetto & Associates Ltd | $422,605 | $218,922,257 | $17,313,735 | $236,235,992 |
| 67 | Keb Asset Management, LLC | $410,202 | $635,446,103 | $86,510,193 | $721,956,296 |
| 68 | Edge Financial Advisors, LLC | $410,104 | $269,186,170 | $3,123,206 | $272,309,376 |
| 69 | PRIVATE VISTA, LLC | $398,521 | $1,564,290,000 | $112,289,023 | $1,676,579,023 |
| 70 | Walled Lake Planning & Wealth Management, LLC | $392,269 | $372,842,126 | $62,968,227 | $435,810,353 |
| 71 | Insight 2811 Inc | $385,290 | $275,463,215 | $6,183,462 | $281,646,677 |
| 72 | Spotlight Asset Group, Inc. | $360,298 | $439,991,653 | $6,777,533 | $446,769,186 |
| 73 | Estate & Trust Advisors, Inc. | $355,013 | $169,696,312 | — | $169,696,312 |
| 74 | Coyle Financial Counsel, LLC | $348,632 | $590,110,674 | $148,989,793 | $739,100,467 |
| 75 | DWM Financial Group, Inc. | $344,516 | $208,002,426 | $18,689,261 | $226,691,687 |
| 76 | TPG Advisors LLC | $343,233 | $174,140,768 | $14,294,183 | $188,434,951 |
| 77 | Meyer Financial Services, Inc. | $338,811 | $91,937,464 | $31,050,780 | $122,988,244 |
| 78 | Capital Management Consultants, Inc. | $337,322 | $101,293,653 | $1,589,406 | $102,883,059 |
| 79 | Sebold Capital Management, Inc | $336,487 | $196,267,857 | $60,134,892 | $256,402,749 |
| 80 | Forest Asset Management LLC | $334,646 | $130,511,895 | — | $130,511,895 |
| 81 | TRINITY FINANCIAL ADVISORS LLC | $334,029 | $212,108,419 | — | $212,108,419 |
| 82 | Sage Private Wealth Group, LLC | $333,475 | $341,884,166 | $595,134 | $342,479,300 |
| 83 | Robert Gordon & Associates, Inc. | $333,341 | $63,336,830 | $174,668,623 | $238,005,453 |
| 84 | River Street Advisors, LLC | $333,294 | $138,786,401 | $3,530,133 | $142,316,534 |
| 85 | Investment Center, Inc. | $331,890 | $248,328,866 | $7,890,216 | $256,219,082 |
| 86 | Benchmark Capital Group Ltd. | $323,007 | $108,804,014 | $2,956,530 | $111,760,544 |
| 87 | Ruedi Wealth Management, Inc. | $311,562 | $283,609,474 | $7,077,799 | $290,687,273 |
| 88 | Bluestem Financial Advisors, LLC | $293,901 | $215,113,410 | $6,194,323 | $221,307,733 |
| 89 | The Planning Center, Inc. | $293,609 | $765,785,061 | $77,167,430 | $842,952,491 |
| 90 | Cambridge Capital Management, LLC | $284,801 | $211,488,929 | $32,300,368 | $243,789,297 |
| 91 | Essex LLC | $277,112 | $362,751,227 | $57,073,351 | $419,824,578 |
| 92 | Focus Wealth Planning Inc | $276,254 | $115,474,005 | — | $115,474,005 |
| 93 | GRYPHON ADVISORS, LLC | $271,234 | $271,497,614 | $78,664,850 | $350,162,464 |
| 94 | Creekmur Asset Management, LLC | $263,602 | $197,438,169 | — | $197,438,169 |
| 95 | Holder Wealth Management, Inc. | $253,433 | $163,211,000 | — | $163,211,000 |
| 96 | Chicago Wealth Management, Inc. | $244,752 | $174,997,758 | — | $174,997,758 |
| 97 | CAFG Wealth Management, Inc. | $235,977 | $174,151,236 | — | $174,151,236 |
| 98 | Arlington Capital Management, Inc. | $222,778 | $116,958,262 | — | $116,958,262 |
| 99 | Three Sixty Wealth Management, LLC | $218,750 | $105,000,000 | — | $105,000,000 |
| 100 | Piershale Financial Group, Inc. | $211,961 | $226,295,024 | $21,063,413 | $247,358,437 |
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.
