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

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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