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
1Zuckerman Investment Group, LLC$1,168,729$952,601,112$95,748,722$1,048,349,834
2Zimmerman Wealth Management, LLC$2,154,595$303,797,935$303,797,935
3Walled Lake Planning & Wealth Management, LLC$392,269$372,842,126$62,968,227$435,810,353
4Vantage Financial Partners Limited$590,294$563,213,172$5,830,558$569,043,730
5Urban Financial Advisory Corp$1,276,736$815,351,819$112,834,900$928,186,719
6TRINITY FINANCIAL ADVISORS LLC$334,029$212,108,419$212,108,419
7The Planning Center, Inc.$293,609$765,785,061$77,167,430$842,952,491
8The Mosaic Financial Group, LLC$1,746,231$447,926,677$535,201,375$983,128,052
9The Mather Group, LLC$565,839$5,238,738,916$374,949,221$5,613,688,137
10TC Wealth Partners, LLC$650,451$1,049,152,464$8,481,191$1,057,633,655
11Sterling Wealth Management, Inc.$503,185$216,872,924$216,872,924
12Spotlight Asset Group, Inc.$360,298$439,991,653$6,777,533$446,769,186
13South Georgia Capital, LLC$578,288$164,812,072$164,812,072
14Siligmueller & Norvid Wealth Advisors LLC$2,410,477$207,301,000$207,301,000
15Shankervalleau Wealth Advisors, Inc.$666,683$366,220,784$6,455,268$372,676,052
16Sebold Capital Management, Inc$336,487$196,267,857$60,134,892$256,402,749
17Schlindwein Associates LLC$468,725$214,676,269$214,676,269
18Savant Capital, LLC$1,457,602$9,591,019,191$9,591,019,191
19Sage Private Wealth Group, LLC$333,475$341,884,166$595,134$342,479,300
20Ruedi Wealth Management, Inc.$311,562$283,609,474$7,077,799$290,687,273
21RPC Private Wealth, LLC$202,093$188,175,931$1,993,927$190,169,858
22Roberts, Glore & Co.$729,490$521,684,712$226,042,664$747,727,376
23Riverpoint Wealth Management Holdings, LLC$539,828$642,934,937$642,934,937
24Redmont Wealth Advisors LLC$2,788,364$122,688,000$122,688,000
25Rappaport Reiches Capital Management, LLC$538,349$654,632,383$654,632,383
26Promus Capital, LLC$2,415,056$411,299,764$590,948,397$1,002,248,161
27PRIVATE VISTA, LLC$398,521$1,564,290,000$112,289,023$1,676,579,023
28PRISM PLANNING PARTNERS$647,357$127,529,414$127,529,414
29Port Capital LLC$4,509,722$1,848,909,874$103,799,759$1,952,709,633
30Pinnacle Financial Group LLC$427,696$363,845,547$21,935,798$385,781,345
31Piershale Financial Group, Inc.$211,961$226,295,024$21,063,413$247,358,437
32Personal Financial Planning, Inc.$1,419,280$896,985,000$896,985,000
33Patrick M. Sweeney & Associates, Inc$715,503$129,149,327$7,511,740$136,661,067
34Optimum Investment Advisors, LLC$642,567$368,892,721$74,478,536$443,371,257
35Oak Wealth Advisors LLC$2,151,515$142,000,000$142,000,000
36Oak Family Advisors, LLC$598,073$243,200,000$67,200,000$310,400,000
37Model Wealth , Inc.$429,920$136,714,715$136,714,715
38Miramar Capital LLC$706,371$264,925,762$60,711,377$325,637,139
39Meyer Financial Services, Inc.$338,811$91,937,464$31,050,780$122,988,244
40Mendel Money Management Inc$1,238,240$205,547,915$205,547,915
41Mark Bell Advisory Services, Inc.$969,569$130,891,860$130,891,860
42Lowery Asset Consulting, LLC$1,763,465$917,001,771$917,001,771
43Keb Asset Management, LLC$410,202$635,446,103$86,510,193$721,956,296
44JMG Financial Group Ltd$1,017,245$3,640,644,000$147,575,000$3,788,219,000
45Jack Moller & Associates, Inc.$498,937$460,585,514$1,929,121$462,514,635
46J.G.Hendricks Financial Services, LLC$135,663$261,620,266$5,364,411$266,984,677
47Investment Center, Inc.$331,890$248,328,866$7,890,216$256,219,082
48INTEROCEAN CAPITAL, LLC$789,725$1,963,117,713$489,767,149$2,452,884,862
49INTEROCEAN CAPITAL - TN, LLC$1,434,570$97,616,846$18,583,340$116,200,186
50Insight 2811 Inc$385,290$275,463,215$6,183,462$281,646,677
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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 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.