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$78,685,714$0$2,754,000,000$2,754,000,000
2Mainstay Capital Management$489,480$1,804,224,613$0$1,804,224,613
3Retirement Income Solutions, Inc.$1,189,003$1,198,514,851$0$1,198,514,851
4Planning Alternatives Ltd$398,188$928,972,800$0$928,972,800
5Financial & Investment Management Group Ltd$219,451$654,827,883$76,383,966$731,211,849
6Zhang Financial$243,726$716,310,877$0$716,310,877
7Sigma Investment Counselors$415,409$691,656,476$0$691,656,476
9Yolles, Toal & Post - Diversified Portfolios, Inc.$398,713$512,745,105$0$512,745,105
10LVM Capital Management Ltd$557,226$417,529,314$21,007,466$438,536,780
11Cranbrook Wealth Management$499,938$438,445,834$0$438,445,834
12Financial Advisory Corporation$499,321$417,815,819$116,024$417,931,843
13Columbia Asset Management$596,282$296,848,632$57,939,388$354,788,020
14Starfire Investment Advisers Inc$369,223$318,639,285$0$318,639,285
15Exchange Capital Management Inc$519,072$297,978,003$14,503,435$312,481,438
16Vintage Financial Services$976,322$312,423,000$0$312,423,000
18Cambridge Connection Inc$159,759$270,632,558$0$270,632,558
19William Mack & Associates Inc$694,638$255,308,000$3,792,000$259,100,000
20Richmond Brothers, Inc.$105,806$171,510,874$58,299,254$229,810,128
21Emerson Wealth Management$335,935$214,852,904$817,176$215,670,080
22Arbor Wealth Advisors$1,105,991$213,456,172$0$213,456,172
23White Pine Investment Co$374,895$204,264,018$53,573$204,317,591
24Gardey Financial Advisors$1,127,778$135,000,000$68,000,000$203,000,000
25MKD Wealth Coaches$153,770$194,828,494$6,148,690$200,977,184
26Mutual Fund Management Co$216,803$193,944,536$6,598,628$200,543,164
27Sage Hill Capital$796,894$97,251,212$87,628,241$184,879,453
28TFG Advisors$177,983$178,043,785$2,252,617$180,296,402
29Baron Wealth Management$564,262$172,339,767$4,838,404$177,178,171
30Grand Wealth Management$659,987$139,178,477$4,038,759$143,217,236
31Retirement Wealth Advisors, Inc.$137,213$134,772,850$2,715,032$137,487,882
32Pollock Investment Advisors$384,468$137,255,000$0$137,255,000
33Cahill Wealth Management$229,600$136,841,549$0$136,841,549
34Premier Estate Planners$150,164$33,258,770$101,287,904$134,546,674
35First Financial Advisors Inc$141,500$127,774,163$0$127,774,163
36JVL Associates$803,341$104,581,002$15,116,760$119,697,762
37Miller Capital$1,025,240$77,656,114$34,095,002$111,751,116
38Q3 Asset Management Corporation$55,072$109,427,404$0$109,427,404

Showing 1 to 38 of 38 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, 2014. (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.