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
1Lowery Asset Consulting, Llc$1,333,854$732,285,928$732,285,928
2Interocean Capital - Tn, Llc$1,351,710$81,438,195$22,643,504$104,081,699
3The Planning Group$299,769$97,791,850$8,326,524$106,118,374
4Money Managers Advisory$118,247$110,797,220$110,797,220
5Capital Management Consultants, Inc.$242,812$116,776,367$1,473,302$118,249,669
6CAFG Wealth Management$173,314$128,772,081$128,772,081
7Holder Wealth Management$222,337$129,400,000$129,400,000
8Sterling Wealth Management, Inc.$406,619$130,118,000$130,118,000
9Sebold Capital Management, Inc$228,953$131,448,731$15,996,714$147,445,445
10Chicago Wealth Management, Inc.$185,306$132,679,033$132,679,033
11Detterbeck Wealth Management$288,716$143,915,328$16,321,839$160,237,167
12Cambridge Capital Management, Llc$185,118$154,905,242$10,960,247$165,865,489
13Schlindwein Associates Llc$373,638$170,752,729$170,752,729
14Arlington Capital Management, Inc.$225,480$202,481,439$202,481,439
15Ofm Wealth$292,990$203,968,988$14,308,595$218,277,583
16Ruedi Wealth Management, Inc.$280,941$224,298,852$12,815,616$237,114,468
17Graybill Bartz Associates, Ltd$609,691$262,179,440$8,523,360$270,702,800
18Optimum Investment Advisors, Llc$478,813$372,995,582$372,995,582
19Tc Wealth Partners, Llc$383,929$390,818,900$11,154,386$401,973,286
20The Mosaic Financial Group, Llc$1,507,922$406,909,048$505,383,796$912,292,844
21Roberts, Glore & Co.$584,178$423,678,680$169,262,316$592,940,996
22The Planning Center, Inc.$250,079$650,078,403$58,644,111$708,722,514
23Altair Advisers, Llc$6,282,980$1,220,299,298$3,184,069,923$4,404,369,221
24David Vaughan Investments Inc$1,006,840$2,428,499,008$2,428,499,008
25Gofen And Glossberg, L.L.C.$1,353,666$3,937,677,090$249,211,741$4,186,888,831
26Savant Capital Management$1,247,761$6,126,504,280$6,126,504,280
27RMB Capital Management$547,750$7,873,658,240$758,338,936$8,631,997,176

Showing 1 to 27 of 27 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 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.