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