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$496,115$1,852,988,872$0$1,852,988,872
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
5Zhang Financial$257,645$777,830,905$0$777,830,905
6Financial & Investment Management Group Ltd$219,451$654,827,883$76,383,966$731,211,849
7Sigma Investment Counselors$415,409$691,656,476$0$691,656,476
8LJPR$224,708$685,583,717$0$685,583,717
9Yolles, Toal & Post - Diversified Portfolios, Inc.$398,713$512,745,105$0$512,745,105
10LVM Capital Management Ltd$595,242$475,280,289$19,960,844$495,241,133
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
14Greystone Financial Group, Inc.$272,120$323,000,000$3,000,000$326,000,000
15Starfire Investment Advisers Inc$369,223$318,639,285$0$318,639,285
16Exchange Capital Management Inc$519,072$297,978,003$14,503,435$312,481,438
17Vintage Financial Services$976,322$312,423,000$0$312,423,000
18Managequity$1,488,535$105,594,560$205,509,235$311,103,795
19Cambridge Connection Inc$159,759$270,632,558$0$270,632,558
20William Mack & Associates Inc$694,638$255,308,000$3,792,000$259,100,000
21Richmond Brothers, Inc.$105,806$171,510,874$58,299,254$229,810,128
22Emerson Wealth Management$485,447$227,189,279$0$227,189,279
23Arbor Wealth Advisors$1,105,991$213,456,172$0$213,456,172
24White Pine Investment Co$374,895$204,264,018$53,573$204,317,591
25Gardey Financial Advisors$1,127,778$135,000,000$68,000,000$203,000,000
26MKD Wealth Coaches$153,770$194,828,494$6,148,690$200,977,184
27Mutual Fund Management Co$216,803$193,944,536$6,598,628$200,543,164
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
31Pollock Investment Advisors$384,468$137,255,000$0$137,255,000
32Cahill Wealth Management$229,600$136,841,549$0$136,841,549
33Premier Estate Planners$150,164$33,258,770$101,287,904$134,546,674
34First Financial Advisors Inc$141,500$127,774,163$0$127,774,163
35Rachor Investment Advisory Services, LLC$177,365$120,963,147$0$120,963,147
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.