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
1Mainstay Capital Management$618,415$2,030,668,437$183,258,979$2,213,927,416
2Brick Capital Management Inc$97,829,227$0$2,152,243,000$2,152,243,000
3Retirement Income Solutions, Inc.$1,328,830$1,532,140,447$0$1,532,140,447
4Portfolio Solutions LLC$782,873$1,438,136,895$0$1,438,136,895
5Planning Alternatives Ltd$455,771$1,001,783,742$0$1,001,783,742
6Sigma Investment Counselors$470,966$876,468,614$0$876,468,614
7Captrust Financial Advisors$469,199$872,241,387$0$872,241,387
9Diversified Portfolios, Inc.$467,371$710,680,031$31,037,120$741,717,151
10LJPR Financial Advisors$237,063$698,624,213$0$698,624,213
11FIM Group$231,383$659,210,981$0$659,210,981
12Cranbrook Wealth Management$525,862$540,060,256$0$540,060,256
13Columbia Asset Management$730,741$443,254,346$57,303,370$500,557,716
14Financial Advisory Corporation$542,253$484,214,804$16,687$484,231,491
15Vintage Financial Services$1,039,973$454,468,000$0$454,468,000
16Exchange Capital Management Inc$480,358$386,326,723$10,448,845$396,775,568
17Starfire Investment Advisers Inc$428,035$384,803,296$0$384,803,296
18S.A. Mason$1,062,029$143,322,610$233,697,854$377,020,464
19Blue Chip Partners, Inc.$436,232$360,758,924$13,964,340$374,723,264
20Cambridge Connection Inc$173,496$320,447,457$0$320,447,457
21William Mack & Associates Inc$655,417$304,322,880$1,756,695$306,079,575
22Arbor Wealth Advisors$1,279,141$295,544,307$1,216,430$296,760,737
23Richmond Brothers, Inc.$92,921$194,584,718$93,657,064$288,241,782
24Q3 Asset Management Corporation$47,697$264,480,926$0$264,480,926
25Baron Wealth Management$652,001$219,111,314$13,653,098$232,764,412
26White Pine Investment Co$347,582$230,793,182$1,184$230,794,366
27Grand Wealth Management$691,640$196,079,527$25,936,978$222,016,505
28TFG Advisors$182,701$209,740,507$0$209,740,507
29Mutual Fund Management Co$214,876$183,918,730$7,750,323$191,669,053
30Cahill Wealth Management$291,528$184,245,581$0$184,245,581
31Pollock Investment Advisors$360,309$181,595,894$0$181,595,894
32MKD Wealth Coaches, LLC$129,447$170,988,062$4,800,319$175,788,381
33Gardey Financial Advisors Inc$238,297$147,687,887$23,886,158$171,574,045
34Premier Estate Planners$164,697$52,813,325$104,966,633$157,779,958
35JVL Associates$803,226$133,955,628$19,460,520$153,416,148
36First Financial Advisors Inc$143,483$145,634,808$0$145,634,808
37Rachor Investment Advisory Services, LLC$140,286$140,566,163$0$140,566,163
38Miller Capital$992,423$105,019,542$33,919,700$138,939,242
39Voisard Asset Management Group$209,459$133,634,737$0$133,634,737
40Kral Financial Advisors$327,993$102,341,099$27,216,067$129,557,166
41Braeburn Wealth Management, LLC$148,433$98,702,711$20,785,634$119,488,345
42Sage Hill Capital$451,307$69,720,798$48,972,892$118,693,690
43J2 Capital Management, Inc.$104,596$111,185,577$0$111,185,577
44AMDG Financial$574,194$106,800,000$0$106,800,000
45Miller Financial Services LLC$122,887$100,910,910$4,771,791$105,682,701

Showing 1 to 45 of 45 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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. 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) nor one who is an insurance company or agency.

Database last updated on December 11, 2017.


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