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
1Balasa Dinverno Foltz$773,803$4,136,748,330$4,136,748,330
2Personal Financial Planning, Inc.$6,554,000$655,400,000$655,400,000
3Arthur M. Cohen & Associates$814,972$643,828,199$643,828,199
4Rappaport Reiches Capital Management,$457,100$463,956,194$463,956,194
5The Mosaic Financial Group, Llc$1,222,778$414,521,805$414,521,805
6Moller Financial Services$400,436$401,637,317$401,637,317
7Financial Solutions Advisory Group$500,000$300,000,000$300,000,000
8Heritage Way Advisors$575,064$243,252,014$243,252,014
9Altman Advisors$424,941$233,717,728$233,717,728
10Zimmerman Wealth Management$1,696,410$208,658,372$208,658,372
11Trinity Financial Advisors$265,576$185,903,177$185,903,177
12Alex Green Investment Management$1,610,491$178,764,455$178,764,455
13Coyle Financial Counsel, Llc$178,000,000$178,000,000$178,000,000
14Siligmueller & Norvid Wealth Advisors LLC$1,887,977$164,254,000$164,254,000
15Coe Capital Management, LLC$724,388$161,538,565$161,538,565
16Mendel Money Management Inc$907,488$141,568,192$141,568,192
17The Cogent Advisor$493,571$131,783,429$131,783,429
18CCP Inc$419,861$120,500,000$120,500,000
19Mark Bell Advisory Services, Inc.$791,416$110,798,237$110,798,237
20Edge Portfolio Management$565,403$162,157,275$113,260$162,270,535
21Grey Street Capital, LLC$1,921,166$619,819,356$4,559,660$624,379,016
22Vantage Financial Partners Limited$499,718$412,174,986$5,588,953$417,763,939
23Capstone Financial Advisors Inc$641,624$1,415,453,571$5,742,703$1,421,196,274
24Advisory Partners, LLC$1,001,884$192,581,503$9,799,135$202,380,638
25ShankerValleau Wealth Advisors, Inc.$530,566$285,112,046$10,944,022$296,056,068
26Aberdeen Wealth Management$853,328$374,623,106$11,081,295$385,704,401
27Zuckerman Investment Group$948,045$812,186,702$22,092,789$834,279,491
28Huber Financial$307,330$1,170,815,047$32,689,099$1,203,504,146
29Private Vista, LLC$1,590,746$1,486,635,464$37,298,815$1,523,934,279
30Spotlight Asset Group$305,311$193,957,817$43,879,754$237,837,571
31Oak Family Advisors, LLC$484,298$131,400,000$44,400,000$175,800,000
32Gryphon Advisors$241,283$225,219,167$63,838,226$289,057,393
33Keb Asset Management$339,202$478,913,758$72,628,914$551,542,672
34Urban Financial Advisory Corporation$1,235,794$756,483,814$114,750,998$871,234,812
35Chesley, Taft & Associates$1,055,240$1,491,350,231$118,945,319$1,610,295,550
36Coyle Financial Counsel, Inc.$287,432$455,097,691$131,551,509$586,649,200
37JMG Financial Group Ltd.$964,296$2,518,406,000$156,550,000$2,674,956,000
38Schlindwein Associates Llc$1,758,875$6,828,957,938$160,810,194$6,989,768,132
39Strategic Wealth Partners$518,746$1,910,681,802$173,121,430$2,083,803,232
40Fountainhead Financial$2,239,341$192,583,331$192,583,331
41Clune & Associates$529,187$300,578,426$300,578,426
42Hemsley Advisors, Ltd..$548,487$4,983,971$335,626,583$340,610,554
43Interocean Capital, LLC$710,970$1,542,101,562$405,245,115$1,947,346,677
44Promus Capital, LLC$1,929,035$240,910,289$449,684,400$690,594,689
45Cresset Wealth Advisors$5,359,476$2,704,216,349$634,737,484$3,338,953,833
46The Mather Group, Inc.$711,629$2,931,483,053$1,213,755,493$4,145,238,546
47Brownson, Rehmus & Foxworth, Inc.$1,461,933$10,892,864,000$10,892,864,000

Showing 1 to 47 of 47 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.

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