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
1Brick Capital Management Inc$92,729,167$0$2,225,500,000$2,225,500,000
2Mainstay Capital Management$507,978$1,930,318,035$0$1,930,318,035
3Retirement Income Solutions, Inc.$1,237,868$1,416,120,446$0$1,416,120,446
4Portfolio Solutions LLC$753,224$1,350,530,165$0$1,350,530,165
5Planning Alternatives Ltd$405,741$943,347,295$0$943,347,295
6Captrust Financial Advisors$504,863$887,549,734$0$887,549,734
8Sigma Investment Counselors$443,608$762,561,294$0$762,561,294
9Financial & Investment Management Group Ltd$215,605$618,297,678$108,508,300$726,805,978
10Diversified Portfolios, Inc.$458,495$628,169,845$37,565,058$665,734,903
12Cranbrook Wealth Management$492,052$490,084,282$0$490,084,282
13LVM Capital Management Ltd$572,020$463,734,976$17,905,763$481,640,739
14Financial Advisory Corporation$533,549$450,820,965$27,812$450,848,777
15Columbia Asset Management$693,467$374,395,423$59,715,000$434,110,423
16Exchange Capital Management Inc$492,181$370,565,362$9,398,614$379,963,976
17Vintage Financial Services$959,500$379,962,000$0$379,962,000
18S.A. Mason$1,245,641$136,944,936$211,834,581$348,779,517
19Starfire Investment Advisers Inc$382,143$346,985,535$0$346,985,535
20Cambridge Connection Inc$173,146$339,538,393$0$339,538,393
21Richmond Brothers, Inc.$91,947$190,037,750$88,376,952$278,414,702
22Arbor Wealth Advisors$1,206,770$270,135,809$1,387,545$271,523,354
23William Mack & Associates Inc$686,459$269,148,440$2,003,000$271,151,440
24Emerson Wealth Management$520,354$246,572,413$3,197,601$249,770,014
25Baron Wealth Management$658,781$199,382,300$11,427,637$210,809,937
26White Pine Investment Co$344,133$209,917,517$3,716$209,921,233
27Q3 Asset Management Corporation$40,218$203,423,816$0$203,423,816
28TFG Advisors$162,995$195,405,635$4,588,828$199,994,463
29Mutual Fund Management Co$681,078$181,595,000$7,063,500$188,658,500
30Grand Wealth Management$682,871$163,361,556$23,745,197$187,106,753
31MKD Wealth Coaches$130,345$181,431,496$4,701,539$186,133,035
32Gardey Financial Advisors$893,939$143,000,000$34,000,000$177,000,000
33Pollock Investment Advisors$332,223$159,135,000$0$159,135,000
34Cahill Wealth Management$259,602$154,982,682$0$154,982,682
35First Financial Advisors Inc$147,017$137,607,532$0$137,607,532
36JVL Associates$715,040$119,230,569$18,057,046$137,287,615
37Premier Estate Planners$137,012$33,386,523$103,488,795$136,875,318
38Kral Financial Advisors$318,309$98,011,040$26,129,650$124,140,690
39Voisard Asset Management Group$205,418$120,169,501$0$120,169,501
40Braeburn Wealth Management, LLC$144,571$99,682,067$20,311,680$119,993,747
41Miller Capital$1,058,011$90,228,206$24,036,930$114,265,136
42Rachor Investment Advisory Services, LLC$117,215$110,416,437$0$110,416,437
43J2 Capital Management, Inc.$128,793$105,739,095$0$105,739,095
44Sage Hill Capital$401,108$53,566,979$47,913,432$101,480,411

Showing 1 to 44 of 44 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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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 December 5, 2016.