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$1,912,911$208,507,248$208,507,248
5ALTAIR ADVISERS, LLC$7,099,548$1,469,326,603$3,628,149,212$5,097,475,815
6ARLINGTON CAPITAL MANAGEMENT, INC.$239,835$174,359,765$174,359,765
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
10BLUESTEM FINANCIAL ADVISORS, LLC$269,712$185,338,616$7,505,194$192,843,810
11BROWNSON, REHMUS & FOXWORTH, INC.$1,402,150$5,570,743,864$5,570,743,864
12CAFG WEALTH MANAGEMENT, INC.$213,699$156,641,548$156,641,548
13CAMBRIDGE CAPITAL MANAGEMENT, LLC$243,962$186,471,902$28,214,248$214,686,150
14CAPITAL MANAGEMENT CONSULTANTS, INC.$312,839$102,311,030$1,551,412$103,862,442
15CAPSTONE FINANCIAL ADVISORS INC$698,641$1,636,041,635$6,462,246$1,642,503,881
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
23DETTERBECK WEALTH MANAGEMENT$318,574$180,052,779$18,737,359$198,790,138
24DIBENEDETTO & ASSOCIATES LTD$356,986$190,041,834$14,510,965$204,552,799
25EDGE FINANCIAL ADVISORS, LLC$495,087$227,793,947$2,421,733$230,215,680
26EMBREE FINANCIAL GROUP$2,409,386$477,818,000$746,150,000$1,223,968,000
27ESSEX LLC$244,529$310,016,754$34,524,192$344,540,946
28ESTATE & TRUST ADVISORS$491,127$135,300,000$23,334,000$158,634,000
29FINANCIAL SOLUTIONS ADVISORY GROUP$473,810$597,000,000$597,000,000
30FOCUS FINANCIAL ADVISORS$272,157$109,679,160$109,679,160
31FOUNTAINHEAD FINANCIAL, LLC$2,896,512$249,100,000$249,100,000
32GEOWEALTH MANAGEMENT LLC$162,534$348,904,049$1,699,184,958$2,048,089,007
33GOFEN AND GLOSSBERG, L.L.C.$1,543,817$4,707,207,466$260,796,166$4,968,003,632
34GRAYBILL BARTZ ASSOCIATES, LTD$562,550$251,142,175$14,943,945$266,086,120
35GREY STREET CAPITAL, LLC$1,790,763$741,375,929$741,375,929
36GRYPHON ADVISORS, LLC$271,234$271,497,614$78,664,850$350,162,464
37HEMSLEY ADVISORS, LTD.$629,286$12,639,589$375,000,575$387,640,164
38HENDRICKS WEALTH AND ESTATE MANAGEMENT$111,697$202,005,432$6,086,262$208,091,694
39HERITAGE WAY ADVISORS, L.L.C.$638,602$298,227,333$298,227,333
40HINSDALE ASSOCIATES$573,547$122,739,082$122,739,082
41HOLDER WEALTH MANAGEMENT$236,488$141,420,000$141,420,000
42INTEROCEAN CAPITAL - TN, LLC$1,434,570$97,616,846$18,583,340$116,200,186
43INTEROCEAN CAPITAL, LLC$789,725$1,963,117,713$489,767,149$2,452,884,862
44INVESCO, LLC$865,634$162,739,141$162,739,141
45JMG FINANCIAL GROUP LTD$1,039,170$3,154,168,000$173,255,000$3,327,423,000
46KEB WEALTH ADVISORS$382,206$567,849,223$88,398,804$656,248,027
47KLAAS FINANCIAL ASSET ADVISORS, LLC.$187,209$377,600,000$377,600,000
48LOWERY ASSET CONSULTING, LLC$2,077,340$806,007,956$806,007,956
49MADDEN FUNDS MANAGEMENT$1,100,000$198,000,000$198,000,000
50MARK BELL ADVISORY SERVICES, INC.$901,653$124,428,155$124,428,155
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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 Sabrina Straub.

*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.