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

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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