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$985,778$427,645,999$16,939,871$444,585,870
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$1,726,278$207,153,330$207,153,330
5Altair Advisers, Llc$7,099,548$1,469,326,603$3,628,149,212$5,097,475,815
6Arlington Capital Management, Inc.$225,480$202,481,439$202,481,439
7Arthur M. Cohen & Associates Llc$994,407$767,682,075$767,682,075
8Aza Capital Management$361,015$254,301,307$11,044,615$265,345,922
9Balasa Dinverno Foltz Llc$801,371$4,595,063,036$4,595,063,036
10Brownson, Rehmus & Foxworth, Inc.$1,402,150$5,570,743,864$5,570,743,864
11Cafg Wealth Management, Inc.$213,699$156,641,548$156,641,548
12Cambridge Capital Management, Llc$243,962$186,471,902$28,214,248$214,686,150
13Capital Management Consultants, Inc.$312,839$102,311,030$1,551,412$103,862,442
14Capstone Financial Advisors Inc$698,641$1,636,041,635$6,462,246$1,642,503,881
15Ccp, Inc$495,328$142,159,000$142,159,000
16Chesley, Taft & Associates, Llc$1,225,497$1,797,142,947$146,494,732$1,943,637,679
17Chicago Capital, Llc$1,713,297$2,041,974,366$1,988,696$2,043,963,062
18Chicago Wealth Management, Inc.$213,312$158,917,337$158,917,337
19Clune & Associates$571,938$338,015,280$338,015,280
20Coe Capital Management, Llc$881,483$156,900,207$3,794$156,904,001
21Cogent Strategic Wealth$503,614$148,062,638$148,062,638
22Coyle Financial Counsel, Llc$320,863$543,049,228$129,799,775$672,849,003
23Cresset Asset Management, Llc$2,919,963$6,273,429,220$243,928,858$6,517,358,078
24David Vaughan Investments, Llc$1,174,864$3,045,248,045$3,045,248,045
25Detterbeck Wealth Management$318,574$180,052,779$18,737,359$198,790,138
26Dibenedetto & Associates Ltd$356,986$190,041,834$14,510,965$204,552,799
27Embree Financial Group$2,409,386$477,818,000$746,150,000$1,223,968,000
28Essex Llc$244,529$310,016,754$34,524,192$344,540,946
29Estate & Trust Advisors$491,127$135,300,000$23,334,000$158,634,000
30Financial Solutions Advisory Group$473,810$597,000,000$597,000,000
31Focus Financial Advisors$272,157$109,679,160$109,679,160
32Fountainhead Financial, Llc$2,896,512$249,100,000$249,100,000
33Gofen And Glossberg, L.L.C.$1,543,817$4,707,207,466$260,796,166$4,968,003,632
34Graybill Bartz Associates, Ltd$609,691$262,179,440$8,523,360$270,702,800
35Gresham Partners, Llc$36,591,411$5,229,932,255$1,832,210,126$7,062,142,381
36Grey Street Capital, Llc$1,790,763$741,375,929$741,375,929
37Gryphon Advisors, Llc$271,234$271,497,614$78,664,850$350,162,464
38Hemsley Advisors, Ltd.$629,286$12,639,589$375,000,575$387,640,164
39Hendricks Wealth And Estate Management$111,697$202,005,432$6,086,262$208,091,694
40Heritage Way Advisors, L.L.C.$638,602$298,227,333$298,227,333
41Hinsdale Associates$573,547$122,739,082$122,739,082
42Holder Wealth Management$236,488$141,420,000$141,420,000
43Huber Financial$350,193$1,441,631,166$32,332,970$1,473,964,136
44Iht Wealth Management Llc$207,698$2,419,151,490$5,717,549$2,424,869,039
45Interocean Capital - Tn, Llc$1,434,570$97,616,846$18,583,340$116,200,186
46Interocean Capital, Llc$789,725$1,963,117,713$489,767,149$2,452,884,862
47Invesco, Llc$865,634$162,739,141$162,739,141
48Jmg Financial Group Ltd$1,039,170$3,154,168,000$173,255,000$3,327,423,000
49Keb Asset Management, Llc$382,206$567,849,223$88,398,804$656,248,027
50Lowery Asset Consulting, Llc$2,077,340$806,007,956$806,007,956
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Showing 1 to 50 of 99 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 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.