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
1Cresset Asset Management, LLC$1,917,103$11,570,814,863$106,261,425$11,677,076,288
2Savant Capital, LLC$1,457,602$9,591,019,191$9,591,019,191
3Brownson, Rehmus & Foxworth, Inc.$2,390,783$6,024,774,223$6,024,774,223
4Altair Advisers, LLC$8,053,887$1,855,807,452$4,168,499,791$6,024,307,243
5The Mather Group, LLC$565,839$5,238,738,916$374,949,221$5,613,688,137
6Gofen And Glossberg, L.L.C.$1,629,753$5,275,945,392$279,884,250$5,555,829,642
7Balasa Dinverno Foltz LLC$923,663$5,366,480,585$5,366,480,585
8JMG Financial Group Ltd$1,017,245$3,640,644,000$147,575,000$3,788,219,000
9Chicago Capital, LLC$2,077,828$2,669,667,853$8,653,082$2,678,320,935
10INTEROCEAN CAPITAL, LLC$789,725$1,963,117,713$489,767,149$2,452,884,862
11Chesley, Taft & Associates, LLC$1,292,021$1,980,194,816$165,851,992$2,146,046,808
12Port Capital LLC$4,509,722$1,848,909,874$103,799,759$1,952,709,633
13Capstone Financial Advisors Inc$742,373$1,829,602,495$7,028,446$1,836,630,941
14PRIVATE VISTA, LLC$398,521$1,564,290,000$112,289,023$1,676,579,023
15TC Wealth Partners, LLC$650,451$1,049,152,464$8,481,191$1,057,633,655
16Zuckerman Investment Group, LLC$1,168,729$952,601,112$95,748,722$1,048,349,834
17Promus Capital, LLC$2,415,056$411,299,764$590,948,397$1,002,248,161
18The Mosaic Financial Group, LLC$1,746,231$447,926,677$535,201,375$983,128,052
19Grey Street Capital, LLC$1,723,867$907,976,959$53,940,848$961,917,807
20Urban Financial Advisory Corp$1,276,736$815,351,819$112,834,900$928,186,719
21Lowery Asset Consulting, LLC$1,763,465$917,001,771$917,001,771
22Personal Financial Planning, Inc.$1,419,280$896,985,000$896,985,000
23Arthur M. Cohen & Associates LLC$1,134,323$891,578,096$891,578,096
24The Planning Center, Inc.$293,609$765,785,061$77,167,430$842,952,491
25Roberts, Glore & Co.$729,490$521,684,712$226,042,664$747,727,376
26Coyle Financial Counsel, LLC$348,632$590,110,674$148,989,793$739,100,467
27Keb Asset Management, LLC$410,202$635,446,103$86,510,193$721,956,296
28Rappaport Reiches Capital Management, LLC$538,349$654,632,383$654,632,383
29Financial Solutions Advisory Group, Inc.$1,952,610$646,314,000$646,314,000
30Riverpoint Wealth Management Holdings, LLC$539,828$642,934,937$642,934,937
31Vantage Financial Partners Limited$590,294$563,213,172$5,830,558$569,043,730
32Aberdeen Wealth Management LLC$1,133,259$487,361,186$18,072,360$505,433,546
33Jack Moller & Associates, Inc.$498,937$460,585,514$1,929,121$462,514,635
34Spotlight Asset Group, Inc.$360,298$439,991,653$6,777,533$446,769,186
35Optimum Investment Advisors, LLC$642,567$368,892,721$74,478,536$443,371,257
36Walled Lake Planning & Wealth Management, LLC$392,269$372,842,126$62,968,227$435,810,353
37Pinnacle Financial Group LLC$427,696$363,845,547$21,935,798$385,781,345
38Hemsley Advisors, Ltd.$644,626$358,737,976$24,170,028$382,908,004
39Shankervalleau Wealth Advisors, Inc.$666,683$366,220,784$6,455,268$372,676,052
40Clune & Associates$591,150$369,469,018$369,469,018
41Heritage Way Advisors, L.L.C.$735,511$368,490,866$368,490,866
42GRYPHON ADVISORS, LLC$271,234$271,497,614$78,664,850$350,162,464
43Sage Private Wealth Group, LLC$333,475$341,884,166$595,134$342,479,300
44Miramar Capital LLC$706,371$264,925,762$60,711,377$325,637,139
45Oak Family Advisors, LLC$598,073$243,200,000$67,200,000$310,400,000
46Zimmerman Wealth Management, LLC$2,154,595$303,797,935$303,797,935
47Ruedi Wealth Management, Inc.$311,562$283,609,474$7,077,799$290,687,273
48Insight 2811 Inc$385,290$275,463,215$6,183,462$281,646,677
49Fountainhead Financial, LLC$3,185,227$280,300,000$280,300,000
50Edge Financial Advisors, LLC$410,104$269,186,170$3,123,206$272,309,376
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Showing 1 to 50 of 86 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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.