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
1Rmb Capital Management$500,397$7,761,170,614$903,699,517$8,664,870,131
2Savant Capital Management$1,273,202$6,688,128,321$6,688,128,321
3Cresset Asset Management, Llc$2,919,963$6,273,429,220$243,928,858$6,517,358,078
4Brownson, Rehmus & Foxworth, Inc.$1,402,150$5,570,743,864$5,570,743,864
5Altair Advisers, Llc$7,099,548$1,469,326,603$3,628,149,212$5,097,475,815
6Gofen And Glossberg, L.L.C.$1,543,817$4,707,207,466$260,796,166$4,968,003,632
7Balasa Dinverno Foltz Llc$801,371$4,595,063,036$4,595,063,036
8The Mather Group, Llc$576,247$3,419,794,083$264,727,760$3,684,521,843
9Jmg Financial Group Ltd$1,039,170$3,154,168,000$173,255,000$3,327,423,000
10David Vaughan Investments, Llc$1,174,864$3,045,248,045$3,045,248,045
11Strategic Wealth Partners$629,745$2,575,596,178$104,597,115$2,680,193,293
12Interocean Capital, Llc$789,725$1,963,117,713$489,767,149$2,452,884,862
13Chicago Capital, Llc$1,713,297$2,041,974,366$1,988,696$2,043,963,062
14Chesley, Taft & Associates, Llc$1,225,497$1,797,142,947$146,494,732$1,943,637,679
15Private Vista, Llc$398,521$1,564,290,000$112,289,023$1,676,579,023
16Private Vista, Llc$398,521$1,564,290,000$112,289,023$1,676,579,023
17Capstone Financial Advisors Inc$698,641$1,636,041,635$6,462,246$1,642,503,881
18Huber Financial$350,193$1,441,631,166$32,332,970$1,473,964,136
19The Mosaic Financial Group, Llc$1,639,451$386,033,526$589,440,046$975,473,572
20Zuckerman Investment Group$1,064,644$875,006,834$71,461,625$946,468,459
21Tc Wealth Partners, Llc$547,821$884,641,351$16,523,880$901,165,231
22Urban Financial Advisory Corporation$1,228,013$788,047,564$82,613,301$870,660,865
23Promus Capital, Llc$2,418,712$326,336,578$522,631,415$848,967,993
24Lowery Asset Consulting, Llc$2,077,340$806,007,956$806,007,956
25The Planning Center, Inc.$281,735$720,848,277$55,613,846$776,462,123
26Arthur M. Cohen & Associates Llc$994,407$767,682,075$767,682,075
27Grey Street Capital, Llc$1,790,763$741,375,929$741,375,929
28Roberts, Glore & Co.$664,183$495,798,470$198,937,185$694,735,655
29Keb Asset Management, Llc$382,206$567,849,223$88,398,804$656,248,027
30Financial Solutions Advisory Group$473,810$597,000,000$597,000,000
31Rappaport Reiches Capital Management,$501,050$574,704,366$574,704,366
32Vantage Financial Partners Limited$585,126$510,046,630$4,864,372$514,911,002
33Optimum Investment Advisors, Llc$571,670$418,441,463$33,749,800$452,191,263
34Providence Wealth Advisors, Llc$500,000$450,000,000$450,000,000
35Aberdeen Wealth Management Llc$985,778$427,645,999$16,939,871$444,585,870
36Moller Financial Services$474,557$441,812,970$441,812,970
37Hemsley Advisors, Ltd.$629,286$12,639,589$375,000,575$387,640,164
38Gryphon Advisors, Llc$271,234$271,497,614$78,664,850$350,162,464
39Pinnacle Financial Group Llc$402,544$308,666,238$36,313,601$344,979,839
40Clune & Associates$571,938$338,015,280$338,015,280
41Shankervalleau Wealth Advisors, Inc.$597,528$331,373,299$5,632,626$337,005,925
42Heritage Way Advisors, L.L.C.$638,602$298,227,333$298,227,333
43Graybill Bartz Associates, Ltd$609,691$262,179,440$8,523,360$270,702,800
44Zimmerman Wealth Management, Llc$1,729,005$264,537,751$264,537,751
45Oak Family Advisors, Llc$541,684$205,200,000$58,600,000$263,800,000
46Fountainhead Financial, Llc$2,896,512$249,100,000$249,100,000
47Miramar Capital$876,123$232,088,206$16,730,737$248,818,943
48Ofm Wealth$327,095$237,059,675$9,242,757$246,302,432
49Piershale Financial Group, Inc.$191,613$195,954,123$19,610,508$215,564,631
50Cambridge Capital Management, Llc$243,962$186,471,902$28,214,248$214,686,150
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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.