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