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
1Clune & Associates$571,938$338,015,280$338,015,280
2Fountainhead Financial, Llc$2,896,512$249,100,000$249,100,000
3Brownson, Rehmus & Foxworth, Inc.$1,402,150$5,570,743,864$5,570,743,864
4Lowery Asset Consulting, Llc$2,077,340$806,007,956$806,007,956
5Hemsley Advisors, Ltd.$629,286$12,639,589$375,000,575$387,640,164
6Interocean Capital - Tn, Llc$1,434,570$97,616,846$18,583,340$116,200,186
7Capital Management Consultants, Inc.$312,839$102,311,030$1,551,412$103,862,442
8Focus Financial Advisors$272,157$109,679,160$109,679,160
9Model Wealth$412,639$115,538,914$115,538,914
10Mark Bell Advisory Services, Inc.$901,653$124,428,155$124,428,155
11Prism Planning Partners$647,357$127,529,414$127,529,414
12Stone Island Financial Planning$475,363$131,675,568$131,675,568
13Oak Wealth Advisors Llc$2,184,615$141,300,000$700,000$142,000,000
14Holder Wealth Management$236,488$141,420,000$141,420,000
15Ccp, Inc$495,328$142,159,000$142,159,000
16Cogent Strategic Wealth$503,614$148,062,638$148,062,638
17The Planning Group$286,781$148,884,033$3,110,001$151,994,034
18Cafg Wealth Management, Inc.$213,699$156,641,548$156,641,548
19Coe Capital Management, Llc$881,483$156,900,207$3,794$156,904,001
20Chicago Wealth Management, Inc.$213,312$158,917,337$158,917,337
21Sterling Wealth Management, Inc.$459,748$161,831,305$161,831,305
22Mendel Money Management Inc$1,076,178$173,264,644$173,264,644
23Sebold Capital Management, Inc$305,515$176,694,984$29,222,292$205,917,276
24Detterbeck Wealth Management$318,574$180,052,779$18,737,359$198,790,138
25Cambridge Capital Management, Llc$243,962$186,471,902$28,214,248$214,686,150
26Ruedi Wealth Management, Inc.$222,253$191,443,827$10,806,172$202,249,999
27Siligmueller & Norvid Wealth Advisors Llc$2,221,437$193,265,000$193,265,000
28Piershale Financial Group, Inc.$191,613$195,954,123$19,610,508$215,564,631
29Schlindwein Associates Llc$426,819$197,617,342$197,617,342
30Hendricks Wealth And Estate Management$111,697$202,005,432$6,086,262$208,091,694
31Arlington Capital Management, Inc.$225,480$202,481,439$202,481,439
32Rezny Wealth Management, Inc.$535,391$202,727,722$720,730$203,448,452
33Oak Family Advisors, Llc$541,684$205,200,000$58,600,000$263,800,000
34Alex Green Investment Management Llc$1,726,278$207,153,330$207,153,330
35Advisory Partners, Llc$1,181,585$207,958,889$207,958,889
36Trinity Financial Advisors Llc$334,029$212,108,419$212,108,419
37Miramar Capital$876,123$232,088,206$16,730,737$248,818,943
38Ofm Wealth$327,095$237,059,675$9,242,757$246,302,432
39Graybill Bartz Associates, Ltd$609,691$262,179,440$8,523,360$270,702,800
40Zimmerman Wealth Management, Llc$1,729,005$264,537,751$264,537,751
41Gryphon Advisors, Llc$271,234$271,497,614$78,664,850$350,162,464
42Heritage Way Advisors, L.L.C.$638,602$298,227,333$298,227,333
43Pinnacle Financial Group Llc$402,544$308,666,238$36,313,601$344,979,839
44Promus Capital, Llc$2,418,712$326,336,578$522,631,415$848,967,993
45Shankervalleau Wealth Advisors, Inc.$597,528$331,373,299$5,632,626$337,005,925
46The Mosaic Financial Group, Llc$1,639,451$386,033,526$589,440,046$975,473,572
47Optimum Investment Advisors, Llc$571,670$418,441,463$33,749,800$452,191,263
48Aberdeen Wealth Management Llc$985,778$427,645,999$16,939,871$444,585,870
49Moller Financial Services$474,557$441,812,970$441,812,970
50Providence Wealth Advisors, Llc$500,000$450,000,000$450,000,000
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Showing 1 to 50 of 78 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.