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
51Oak Family Advisors, LLC$598,073$243,200,000$67,200,000$310,400,000
52Oak Wealth Advisors LLC$2,151,515$142,000,000$142,000,000
53Optimum Investment Advisors, LLC$642,567$368,892,721$74,478,536$443,371,257
54Patrick M. Sweeney & Associates, Inc$715,503$129,149,327$7,511,740$136,661,067
55Personal Financial Planning, Inc.$1,419,280$896,985,000$896,985,000
56Piershale Financial Group, Inc.$211,961$226,295,024$21,063,413$247,358,437
57Pinnacle Financial Group LLC$427,696$363,845,547$21,935,798$385,781,345
58Port Capital LLC$4,509,722$1,848,909,874$103,799,759$1,952,709,633
59PRISM PLANNING PARTNERS$647,357$127,529,414$127,529,414
60PRIVATE VISTA, LLC$398,521$1,564,290,000$112,289,023$1,676,579,023
61Promus Capital, LLC$2,415,056$411,299,764$590,948,397$1,002,248,161
62Rappaport Reiches Capital Management, LLC$538,349$654,632,383$654,632,383
63Redmont Wealth Advisors LLC$2,788,364$122,688,000$122,688,000
64Riverpoint Wealth Management Holdings, LLC$539,828$642,934,937$642,934,937
65Roberts, Glore & Co.$729,490$521,684,712$226,042,664$747,727,376
66RPC Private Wealth, LLC$202,093$188,175,931$1,993,927$190,169,858
67Ruedi Wealth Management, Inc.$311,562$283,609,474$7,077,799$290,687,273
68Sage Private Wealth Group, LLC$333,475$341,884,166$595,134$342,479,300
69Savant Capital, LLC$1,457,602$9,591,019,191$9,591,019,191
70Schlindwein Associates LLC$468,725$214,676,269$214,676,269
71Sebold Capital Management, Inc$336,487$196,267,857$60,134,892$256,402,749
72Shankervalleau Wealth Advisors, Inc.$666,683$366,220,784$6,455,268$372,676,052
73Siligmueller & Norvid Wealth Advisors LLC$2,410,477$207,301,000$207,301,000
74South Georgia Capital, LLC$578,288$164,812,072$164,812,072
75Spotlight Asset Group, Inc.$360,298$439,991,653$6,777,533$446,769,186
76Sterling Wealth Management, Inc.$503,185$216,872,924$216,872,924
77TC Wealth Partners, LLC$650,451$1,049,152,464$8,481,191$1,057,633,655
78The Mather Group, LLC$565,839$5,238,738,916$374,949,221$5,613,688,137
79The Mosaic Financial Group, LLC$1,746,231$447,926,677$535,201,375$983,128,052
80The Planning Center, Inc.$293,609$765,785,061$77,167,430$842,952,491
81TRINITY FINANCIAL ADVISORS LLC$334,029$212,108,419$212,108,419
82Urban Financial Advisory Corp$1,276,736$815,351,819$112,834,900$928,186,719
83Vantage Financial Partners Limited$590,294$563,213,172$5,830,558$569,043,730
84Walled Lake Planning & Wealth Management, LLC$392,269$372,842,126$62,968,227$435,810,353
85Zimmerman Wealth Management, LLC$2,154,595$303,797,935$303,797,935
86Zuckerman Investment Group, LLC$1,168,729$952,601,112$95,748,722$1,048,349,834
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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.