Numbers Game

Success stories: Midwest

Top fee-only RIAs ranked by total assets under management

Dec 8, 2018 @ 6:00 am

By Ellie Zhu

Rank Firm Phone/website Total Discretionary Nondiscretionary Employees
assets ($M) accounts assets ($M) accounts assets ($M) accounts
1 Moneta Group Investment Advisors
100 South Brentwood, Suite 500
Clayton, MO 63105
(314) 726-2300
monetagroup.com
$18,512.80 23,418 $6,855.30 1,731 $11,657.50 21,687 285
2 Bahl & Gaynor Inc.
255 East Fifth Street, Suite 2700
Cincinnati, OH 45202
(513) 287-6100
twitter.com/bahlgaynor
$11,652.40 2,195 $10,832.90 2,112 $819.60 83 24
3 Brownson, Rehmus & Foxworth Inc.
200 S. Wacker Drive, Suite 2300
Chicago, IL 60606
(312) 346-5850
brfadvisors.com
$11,241.40 467 $0.00 0 $11,241.40 467 58
4 Johnson Investment Counsel Inc.
3777 West Fork Road
Cincinnati, OH 45247
(513) 661-3100
johnsoninv.com
$10,420.60 10,009 $10,420.60 10,009 $0.00 0 116
5 FCI Advisors
5901 College Boulevard, Suite 110
Overland Park, KS 66211
(800) 615-2536
fciadvisors.com
$8,265.80 11,985 $7,201.30 10,782 $1,064.50 1,203 59
6 Savant Capital Management
190 Buckley Drive
Rockford, IL 61107
(815) 227-0300
savantcapital.com
$5,617.30 4,529 $5,617.30 4,529 $0.00 0 143
7 Fiduciary Counselling Inc.
2000 Wells Fargo Place, 30 East 7th Street
St. Paul, MN 55101
(651) 228-0935
$5,563.90 1,462 $2,871.10 1,241 $2,692.70 221 71
8 Altair Advisers
303 W. Madison Street, Suite 600
Chicago, IL 60606
(312) 429-3000
altairadvisers.com
$4,528.60 638 $1,194.90 318 $3,333.70 320 49
9 Gofen and Glossberg
455 Cityfront Plaza, Suite 3000
Chicago, IL 60611
(312) 828-1100
gofen.com
$4,375.00 3,066 $4,099.00 2,961 $276.00 105 27
10 Orgel Wealth Management
2420 Rivers Edge Drive
Altoona, WI 54720
(715) 835-6525
orgelwealth.com
$4,248.20 7,223 $4,248.20 7,223 $0.00 0 40
11 Balasa Dinverno Foltz
500 Park Boulevard, Suite 1400
Itasca, IL 60143
(630) 875-4900
bdfllc.com
$4,153.80 5,158 $4,153.80 5,158 $0.00 0 39
12 Clearstead, Hartland & Co.
1100 Superior Avenue East, Suite 700
Cleveland, OH 44114
(216) 621-1090
clearstead.com
$4,050.10 2,646 $3,029.40 1,800 $1,020.70 846 72
13 Plancorp
540 Maryville Centre Drive, Suite 105
Saint Louis, MO 63141
(636) 532-7824
plancorp.com
$4,015.20 6,066 $3,832.70 5,760 $182.60 306 57
14 Bridges Investment Management Inc.
256 Durham Plaza, 8401 West Dodge Road
Omaha, NE 68114
(402) 397-4700
bridgesinv.com
$3,462.20 1,392 $3,360.60 1,301 $101.60 91 25
15 Valeo Financial Advisors
9450 N. Meridian Street, Suite 300
Indianapolis, IN 46260
(317) 218-6000
valeofinancial.com
$3,344.80 9,546 $2,278.40 5,516 $1,066.40 4,030 55

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