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
1Aberdeen Wealth Management LLC$1,133,259$487,361,186$18,072,360$505,433,546
2ADVISORY PARTNERS, LLC$1,181,585$207,958,889$207,958,889
3AHC ADVISORS, INC.$1,147,453$102,250,612$153,631,472$255,882,084
4Alex Green Investment Management LLC$1,212,216$206,076,774$206,076,774
5Altair Advisers, LLC$8,053,887$1,855,807,452$4,168,499,791$6,024,307,243
6Arlington Capital Management, Inc.$222,778$116,958,262$116,958,262
7Arthur M. Cohen & Associates LLC$1,134,323$891,578,096$891,578,096
8Balasa Dinverno Foltz LLC$923,663$5,366,480,585$5,366,480,585
9Benchmark Capital Group Ltd.$323,007$108,804,014$2,956,530$111,760,544
10Bluestem Financial Advisors, LLC$293,901$215,113,410$6,194,323$221,307,733
11Brownson, Rehmus & Foxworth, Inc.$2,390,783$6,024,774,223$6,024,774,223
12CAFG Wealth Management, Inc.$235,977$174,151,236$174,151,236
13Cambridge Capital Management, LLC$284,801$211,488,929$32,300,368$243,789,297
14Capital Management Consultants, Inc.$337,322$101,293,653$1,589,406$102,883,059
15Capstone Financial Advisors Inc$742,373$1,829,602,495$7,028,446$1,836,630,941
16Chesley, Taft & Associates, LLC$1,292,021$1,980,194,816$165,851,992$2,146,046,808
17Chicago Capital, LLC$2,077,828$2,669,667,853$8,653,082$2,678,320,935
18Chicago Wealth Management, Inc.$244,752$174,997,758$174,997,758
19Clune & Associates$591,150$369,469,018$369,469,018
20Coe Capital Management, LLC$905,128$176,500,000$176,500,000
21Cogent Strategic Wealth LLC$529,982$169,594,099$169,594,099
22Coyle Financial Counsel, LLC$348,632$590,110,674$148,989,793$739,100,467
23Creekmur Asset Management, LLC$263,602$197,438,169$197,438,169
24Cresset Asset Management, LLC$1,917,103$11,570,814,863$106,261,425$11,677,076,288
25Crumly And Associates, Incorporated$747,475$263,858,688$263,858,688
26Dibenedetto & Associates Ltd$422,605$218,922,257$17,313,735$236,235,992
27DWM Financial Group, Inc.$344,516$208,002,426$18,689,261$226,691,687
28Edge Financial Advisors, LLC$410,104$269,186,170$3,123,206$272,309,376
29Embree Financial Group$2,767,278$577,499,322$911,296,278$1,488,795,600
30Essex LLC$277,112$362,751,227$57,073,351$419,824,578
31Estate & Trust Advisors, Inc.$355,013$169,696,312$169,696,312
32Financial Solutions Advisory Group, Inc.$1,952,610$646,314,000$646,314,000
33Focus Wealth Planning Inc$276,254$115,474,005$115,474,005
34Forest Asset Management LLC$334,646$130,511,895$130,511,895
35Fountainhead Financial, LLC$3,185,227$280,300,000$280,300,000
36GEOWEALTH MANAGEMENT LLC$162,534$348,904,049$1,699,184,958$2,048,089,007
37Gofen And Glossberg, L.L.C.$1,629,753$5,275,945,392$279,884,250$5,555,829,642
38Graybill Bartz Associates, Ltd$562,550$251,142,175$14,943,945$266,086,120
39Grey Street Capital, LLC$1,723,867$907,976,959$53,940,848$961,917,807
40GRYPHON ADVISORS, LLC$271,234$271,497,614$78,664,850$350,162,464
41Hemsley Advisors, Ltd.$644,626$358,737,976$24,170,028$382,908,004
42Heritage Way Advisors, L.L.C.$735,511$368,490,866$368,490,866
43Hinsdale Associates, Inc.$653,981$124,910,323$124,910,323
44Holder Wealth Management, Inc.$253,433$163,211,000$163,211,000
45Insight 2811 Inc$385,290$275,463,215$6,183,462$281,646,677
46INTEROCEAN CAPITAL - TN, LLC$1,434,570$97,616,846$18,583,340$116,200,186
47INTEROCEAN CAPITAL, LLC$789,725$1,963,117,713$489,767,149$2,452,884,862
48Invesco, LLC$940,774$177,806,293$177,806,293
49Investment Center, Inc.$331,890$248,328,866$7,890,216$256,219,082
50J.G.Hendricks Financial Services, LLC$135,663$261,620,266$5,364,411$266,984,677
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Showing 1 to 50 of 107 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 Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.