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
1Rfm Financial Solutions, Llc$211,677$91,538,136$29,117,626$120,655,762
2Breakwater Capital$330,350$109,345,771$109,345,771
3Sage Hill Capital$398,296$109,858,215$34,324,915$144,183,130
4Haverdink Financial Management, Llc$286,324$124,551,118$124,551,118
5Hemming& Wealth Management, Inc.$139,052$125,980,805$125,980,805
6Miller Capital$1,055,765$140,585,658$26,225,183$166,810,841
7Sculati Wealth Management, Llc$187,063$141,793,685$141,793,685
8Heron Bay Capital Management$2,031,597$148,306,584$148,306,584
9Gardey Financial Advisors Inc$294,392$157,360,000$25,752,000$183,112,000
10Firstmetric$981,393$160,948,470$160,948,470
11Rachor Investment Advisory Services, Llc$151,174$162,932,230$2,603,764$165,535,994
12Braeburn Wealth Management, Llc$248,995$172,045,628$35,865,009$207,910,637
13Sgh Wealth Management$240,641$178,315,131$178,315,131
14S.A. Mason, Llc$910,254$190,570,230$280,030,833$470,601,063
15Jvl Associates, Llc$748,522$208,088,978$208,088,978
16Voisard Asset Management Group$265,195$212,412,261$3,721,999$216,134,260
17Pollock Investment Advisors, Llc$430,403$217,183,870$1,460,726$218,644,596
18Mkd Wealth Coaches, Llc$245,541$223,459,885$25,518,955$248,978,840
19Cahill Wealth Management, Llc$373,070$257,791,344$257,791,344
20Gem Asset Management, Llc$366,834$292,000,012$292,000,012
21Erts Wealth Advisors, Llc$185,336$295,000,000$27,300,000$322,300,000
22Tfg Advisors$217,996$298,702,642$3,004,049$301,706,691
23White Pine Investment Co$419,392$323,770,491$323,770,491
24Lifecycle Financial Planners Inc.$165,291$355,390,631$77,010,331$432,400,962
25Grand Wealth Management, Llc$766,994$370,322,028$33,883,661$404,205,689
26Arbor Wealth Advisors Llc$1,636,219$388,476,823$2,579,451$391,056,274
27Baron Wealth Management, Llc$761,980$391,073,845$5,917,806$396,991,651
28Isto Advisors, Llc$250,631$431,994,611$23,651,787$455,646,398
29Exchange Capital Management Inc$590,076$540,353,742$1,926,478$542,280,220
30William Mack & Associates Inc$770,725$570,983,298$2,436,111$573,419,409
31Starfire Investment Advisers Inc$595,506$584,813,000$13,671,000$598,484,000
32Columbia Asset Management, L.L.C.$722,884$590,700,317$51,943,621$642,643,938
33Lvm Capital Management Ltd$605,983$630,852,311$26,032,899$656,885,210
34Financial Advisory Corporation$708,931$678,325,644$120,982$678,446,626
35Blue Chip Partners, Inc.$536,610$763,377,059$4,512,388$767,889,447
36Cranbrook Wealth Management, Llc$697,624$770,874,831$770,874,831
37Cws Financial Advisors Llc$396,402$820,492,348$32,960,515$853,452,863
38Diversified Portfolios, Inc.$642,178$998,503,863$36,044,475$1,034,548,338
39Sigma Investment Counselors$1,821,626$1,222,311,247$1,222,311,247
40Captrust Financial Advisors$649,989$1,444,275,931$1,444,275,931
41Captrust Financial Advisors$649,989$1,444,275,931$1,444,275,931
42Portfolio Solutions Llc$836,169$1,444,900,440$1,444,900,440
43Norris Perne & French Llp$999,823$1,660,705,974$1,660,705,974
44Retirement Income Solutions, Inc.$1,633,403$1,966,617,358$1,966,617,358
45Mainstay Capital Management, Llc$732,459$2,484,042,582$191,629,509$2,675,672,091
46R H Bluestein & Co$2,056,339$3,237,812,543$136,639,019$3,374,451,562

Showing 1 to 46 of 46 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 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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 5, 2019.