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
1Zhang Financial$692,813$1,289,331,374$1,493,696,709$2,783,028,083
2Advance Capital Management Inc$273,729$2,579,671,323$26,232,947$2,605,904,270
3Brick Capital Management Inc$100,424,000$0$2,510,600,000$2,510,600,000
4Mainstay Capital Management$645,893$2,133,363,214$182,164,726$2,315,527,940
5Retirement Income Solutions, Inc.$1,502,773$1,768,764,247$0$1,768,764,247
6Portfolio Solutions LLC$845,194$1,542,479,230$0$1,542,479,230
7Planning Alternatives Ltd$512,645$1,102,699,960$0$1,102,699,960
8Captrust Financial Advisors$506,282$990,792,916$0$990,792,916
9Sigma Investment Counselors$533,578$968,443,824$0$968,443,824
10Straightline$169,559$913,430,853$41,693,905$955,124,758
11Diversified Portfolios, Inc.$574,222$858,364,989$39,718,132$898,083,121
12LJPR Financial Advisors$249,700$776,068,953$0$776,068,953
13FIM Group$251,281$700,320,521$0$700,320,521
14Cranbrook Wealth Management$608,210$601,520,134$0$601,520,134
15Vintage Financial Services$1,205,687$585,000,000$0$585,000,000
16Financial Advisory Corporation$645,165$582,457,483$126,133$582,583,616
17Blue Chip Partners, Inc.$455,822$535,572,700$4,120,119$539,692,819
18Columbia Asset Management$678,137$516,341,426$3,111,271$519,452,697
19Starfire Investment Advisers Inc$465,147$469,268,000$996,100$470,264,100
20Exchange Capital Management Inc$535,438$448,903,074$1,935,910$450,838,984
21S.A. Mason$976,055$157,966,767$233,431,147$391,397,914
22Isto Advisors, LLC$243,255$342,219,238$22,906,969$365,126,207
23William Mack & Associates Inc$732,946$357,961,713$1,914,821$359,876,534
24Arbor Wealth Advisors$1,588,922$341,784,343$7,778,584$349,562,927
25Richmond Brothers, Inc.$119,679$244,128,663$103,779,411$347,908,074
26Q3 Asset Management Corporation$42,880$310,623,985$0$310,623,985
27Baron Wealth Management$719,965$289,000,893$11,944,629$300,945,522
28Grand Wealth Management$722,717$271,300,430$29,349,742$300,650,172
29White Pine Investment Co$373,372$263,698,488$5,129,228$268,827,716
30TFG Advisers LLC$212,674$246,072,287$4,032,323$250,104,610
31Cahill Wealth Management$310,519$221,710,331$0$221,710,331
32Gem Asset Management, LLC$311,230$217,549,733$0$217,549,733
33MKD Wealth Coaches, LLC$208,519$192,433,142$18,379,504$210,812,646
34Mutual Fund Management Co$270,524$190,243,000$1,288,000$191,531,000
35Pollock Investment Advisors$404,106$188,313,375$0$188,313,375
36Gardey Financial Advisors Inc$253,557$154,424,141$30,672,761$185,096,902
37Premier Estate Planners$182,919$73,122,430$105,589,694$178,712,124
38Planners Alliance$80,601$165,366,769$11,794,880$177,161,649
39First Financial Advisors Inc$162,266$174,598,003$0$174,598,003
40Deseranno Wealth Management$594,117$171,105,727$0$171,105,727
41Voisard Asset Management Group$252,085$163,603,379$0$163,603,379
42JVL Associates$827,434$155,517,441$7,487,139$163,004,580
43Kral Financial Advisors$400,518$129,705,000$30,502,000$160,207,000
44Miller Capital$1,074,745$136,561,332$23,575,602$160,136,934
45Braeburn Wealth Management, LLC$219,626$122,139,649$30,061,472$152,201,121
46Financial Strategies Group, Inc$166,311$150,302,804$541,000$150,843,804
47Lumin Financial, LLC$424,794$122,754,259$19,976,655$142,730,914
48Sage Hill Capital$489,311$76,429,469$54,705,849$131,135,318
49AMDG Financial$674,420$130,162,982$0$130,162,982
50Sculati Wealth Management, LLC$188,800$122,720,000$0$122,720,000
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Showing 1 to 50 of 55 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.

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