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
1Brownson, Rehmus & Foxworth, Inc.$2,390,783$6,024,774,223$6,024,774,223
2Altair Advisers, LLC$8,053,887$1,855,807,452$4,168,499,791$6,024,307,243
3Lowery Asset Consulting, LLC$1,763,465$917,001,771$917,001,771
4Promus Capital, LLC$2,415,056$411,299,764$590,948,397$1,002,248,161
5The Mosaic Financial Group, LLC$1,746,231$447,926,677$535,201,375$983,128,052
6INTEROCEAN CAPITAL, LLC$789,725$1,963,117,713$489,767,149$2,452,884,862
7The Mather Group, LLC$565,839$5,238,738,916$374,949,221$5,613,688,137
8Clune & Associates$591,150$369,469,018$369,469,018
9Fountainhead Financial, LLC$3,185,227$280,300,000$280,300,000
10Gofen And Glossberg, L.L.C.$1,629,753$5,275,945,392$279,884,250$5,555,829,642
11Roberts, Glore & Co.$729,490$521,684,712$226,042,664$747,727,376
12Chesley, Taft & Associates, LLC$1,292,021$1,980,194,816$165,851,992$2,146,046,808
13Coyle Financial Counsel, LLC$348,632$590,110,674$148,989,793$739,100,467
14JMG Financial Group Ltd$1,017,245$3,640,644,000$147,575,000$3,788,219,000
15Urban Financial Advisory Corp$1,276,736$815,351,819$112,834,900$928,186,719
16PRIVATE VISTA, LLC$398,521$1,564,290,000$112,289,023$1,676,579,023
17Cresset Asset Management, LLC$1,917,103$11,570,814,863$106,261,425$11,677,076,288
18Port Capital LLC$4,509,722$1,848,909,874$103,799,759$1,952,709,633
19Zuckerman Investment Group, LLC$1,168,729$952,601,112$95,748,722$1,048,349,834
20Keb Asset Management, LLC$410,202$635,446,103$86,510,193$721,956,296
21GRYPHON ADVISORS, LLC$271,234$271,497,614$78,664,850$350,162,464
22The Planning Center, Inc.$293,609$765,785,061$77,167,430$842,952,491
23Optimum Investment Advisors, LLC$642,567$368,892,721$74,478,536$443,371,257
24Oak Family Advisors, LLC$598,073$243,200,000$67,200,000$310,400,000
25Walled Lake Planning & Wealth Management, LLC$392,269$372,842,126$62,968,227$435,810,353
26Miramar Capital LLC$706,371$264,925,762$60,711,377$325,637,139
27Sebold Capital Management, Inc$336,487$196,267,857$60,134,892$256,402,749
28Grey Street Capital, LLC$1,723,867$907,976,959$53,940,848$961,917,807
29Cambridge Capital Management, LLC$284,801$211,488,929$32,300,368$243,789,297
30Meyer Financial Services, Inc.$338,811$91,937,464$31,050,780$122,988,244
31Hemsley Advisors, Ltd.$644,626$358,737,976$24,170,028$382,908,004
32Pinnacle Financial Group LLC$427,696$363,845,547$21,935,798$385,781,345
33Piershale Financial Group, Inc.$211,961$226,295,024$21,063,413$247,358,437
34DWM Financial Group, Inc.$344,516$208,002,426$18,689,261$226,691,687
35INTEROCEAN CAPITAL - TN, LLC$1,434,570$97,616,846$18,583,340$116,200,186
36Aberdeen Wealth Management LLC$1,133,259$487,361,186$18,072,360$505,433,546
37Dibenedetto & Associates Ltd$422,605$218,922,257$17,313,735$236,235,992
38Graybill Bartz Associates, Ltd$562,550$251,142,175$14,943,945$266,086,120
39Chicago Capital, LLC$2,077,828$2,669,667,853$8,653,082$2,678,320,935
40TC Wealth Partners, LLC$650,451$1,049,152,464$8,481,191$1,057,633,655
41Investment Center, Inc.$331,890$248,328,866$7,890,216$256,219,082
42Patrick M. Sweeney & Associates, Inc$715,503$129,149,327$7,511,740$136,661,067
43Ruedi Wealth Management, Inc.$311,562$283,609,474$7,077,799$290,687,273
44Capstone Financial Advisors Inc$742,373$1,829,602,495$7,028,446$1,836,630,941
45Spotlight Asset Group, Inc.$360,298$439,991,653$6,777,533$446,769,186
46Shankervalleau Wealth Advisors, Inc.$666,683$366,220,784$6,455,268$372,676,052
47Bluestem Financial Advisors, LLC$293,901$215,113,410$6,194,323$221,307,733
48Insight 2811 Inc$385,290$275,463,215$6,183,462$281,646,677
49Vantage Financial Partners Limited$590,294$563,213,172$5,830,558$569,043,730
50J.G.Hendricks Financial Services, LLC$135,663$261,620,266$5,364,411$266,984,677
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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.