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.$72,324,324$0$2,676,000,000$2,676,000,000
2Mainstay Capital Management$442,129$1,562,927,103$0$1,562,927,103
3LS Investment Advisors$2,865,430$1,243,127,678$63,508,315$1,306,635,993
4Retirement Income Solutions Inc.$1,070,563$953,872,016$0$953,872,016
5Bloom Asset Management Inc.$209,089$843,044,999$0$843,044,999
6Financial & Investment Management Group $219,451$654,827,883$76,383,966$731,211,849
7Zhang Financial$231,473$600,671,868$0$600,671,868
8Sigma Investment Counselors$389,513$565,962,704$0$565,962,704
9LJPR$201,464$559,666,752$0$559,666,752
10Planning Alternatives $302,207$479,300,000$0$479,300,000
11Tactical Allocation Group$341,599$448,861,146$0$448,861,146
12LVM Capital Management $557,226$417,529,314$21,007,466$438,536,780
13Yolles, Toal & Post - Diversified Portfolios Inc.$340,000$408,000,000$0$408,000,000
14Cranbrook Wealth Management$448,121$376,870,000$0$376,870,000
15Capelli Financial Services Inc.$410,951$334,922,555$1,646,160$336,568,715
16Columbia Asset Management$605,883$279,600,102$50,000,000$329,600,102
17Greystone Financial Group Inc.$254,358$296,000,000$25,000,000$321,000,000
18Financial Advisory Corp.$390,280$317,197,621$100,401$317,298,022
19Baron Wealth Management$732,658$295,295,388$15,351,496$310,646,884
20Exchange Capital Management Inc.$453,527$256,292,103$4,032,580$260,324,683
21Starfire Investment Advisers Inc.$308,747$259,656,477$0$259,656,477
22Cambridge Connection Inc.$150,682$245,160,352$0$245,160,352
23Vintage Financial Services$799,702$233,513,000$0$233,513,000
24William Mack & Associates Inc.$636,872$218,000,000$10,000,000$228,000,000
25Emerson Wealth Management$335,935$214,852,904$817,176$215,670,080
26Managequity$1,471,233$71,500,000$143,300,000$214,800,000
27Gardey Financial Advisors$204,607$129,540,916$81,818,372$211,359,288
28Mutual Fund Management Co.$194,412$174,705,821$5,319,853$180,025,674
29White Pine Investment Co.$321,508$161,974,167$65,910$162,040,077
30TFG Advisors$145,571$148,513,627$2,006,936$150,520,563
31GEM Asset Management$310,394$148,647,160$1,273,212$149,920,372
32Richmond Brothers Inc.$88,675$145,515,780$0$145,515,780
33MKD Wealth Coaches$122,076$138,546,223$4,649,320$143,195,543
34Schuchard Capital Management Inc.$1,512,539$139,153,562$0$139,153,562
35Optimal Capital Advisors$287,559$126,525,850$0$126,525,850
36Cahill Wealth Management$219,228$123,206,022$0$123,206,022
37Sage Hill Capital$684,027$51,331,620$70,425,194$121,756,814
38Premier Estate Planners$138,186$32,890,575$82,771,022$115,661,597
39Pollock Investment Advisors$665,052$114,389,000$0$114,389,000
40JVL Associates$788,681$95,046,197$14,580,428$109,626,625
41Miller Capital Partners$966,211$61,110,025$48,071,850$109,181,875
42Grand Wealth Management$625,399$105,572,574$3,246,823$108,819,397
43Kral Financial Advisors$269,716$82,313,200$23,685,300$105,998,500
44Retirement Wealth Advisors Inc.$131,736$104,334,901$0$104,334,901
45First Financial Advisors Inc.$118,170$103,989,654$0$103,989,654

Showing 1 to 45 of 45 entries

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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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2012. (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 regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% 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.