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$80,920,483$0$2,346,694,000$2,346,694,000
2Mainstay Capital Management$525,229$1,947,547,280$0$1,947,547,280
3Retirement Income Solutions, Inc.$1,219,729$1,334,383,591$0$1,334,383,591
4Planning Alternatives Ltd$420,845$1,006,239,380$0$1,006,239,380
5Zhang Financial$244,476$848,088,000$0$848,088,000
7Sigma Investment Counselors$411,935$718,414,550$0$718,414,550
9Diversified Portfolios, Inc.$448,338$625,880,022$0$625,880,022
10LVM Capital Management Ltd$595,242$475,280,289$19,960,844$495,241,133
11Cranbrook Wealth Management$498,941$466,509,996$0$466,509,996
12Financial Advisory Corporation$517,639$414,601,370$27,812$414,629,182
13Columbia Asset Management$685,229$350,921,808$63,641,974$414,563,782
15Vintage Financial Services$980,186$357,768,000$0$357,768,000
16Exchange Capital Management Inc$492,316$346,907,194$9,037,280$355,944,474
17Starfire Investment Advisers Inc$366,261$350,512,019$0$350,512,019
18Greystone Financial Group, Inc.$277,952$340,655,310$113,288$340,768,598
19Cambridge Connection Inc$176,926$308,204,679$0$308,204,679
20William Mack & Associates Inc$723,678$274,469,000$1,976,000$276,445,000
21Emerson Wealth Management$560,953$268,696,410$0$268,696,410
22Richmond Brothers, Inc.$103,041$193,376,848$74,531,017$267,907,865
23Arbor Wealth Advisors$1,215,764$243,152,779$0$243,152,779
24White Pine Investment Co$382,772$218,180,040$0$218,180,040
25MKD Wealth Coaches$147,447$196,449,991$8,944,085$205,394,076
26Mutual Fund Management Co$218,042$196,561,742$7,089,728$203,651,470
27TFG Advisors$185,907$197,827,907$4,624,723$202,452,630
28Baron Wealth Management$579,335$186,770,875$10,782,476$197,553,351
29Gardey Financial Advisors$742,749$159,066,767$37,018,868$196,085,635
30Grand Wealth Management$742,362$155,901,344$25,977,420$181,878,764
31Q3 Asset Management Corporation$32,769$160,467,378$0$160,467,378
32Pollock Investment Advisors$370,603$151,947,400$0$151,947,400
33Cahill Wealth Management$244,151$151,617,983$0$151,617,983
34Premier Estate Planners$155,392$32,264,693$108,831,058$141,095,751
35JVL Associates$766,422$121,052,428$18,436,370$139,488,798
36First Financial Advisors Inc$151,558$135,947,165$0$135,947,165
37Miller Capital$1,206,402$95,770,208$34,521,166$130,291,374
38Voisard Asset Management Group$221,509$129,804,475$0$129,804,475
39Sage Hill Capital$497,238$57,709,265$51,185,857$108,895,122

Showing 1 to 39 of 39 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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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 June 11, 2015.