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 |
|---|---|---|---|---|---|
| 1 | WASHINGTON AVENUE ADVISORS | $341,880 | — | $120,000,000 | $120,000,000 |
| 2 | RFM FINANCIAL SOLUTIONS, LLC | $211,677 | $91,538,136 | $29,117,626 | $120,655,762 |
| 3 | BERNARD WEALTH MANAGEMENT CORP. | $192,274 | $93,240,291 | $12,126,055 | $105,366,346 |
| 4 | BREAKWATER CAPITAL | $330,350 | $109,345,771 | — | $109,345,771 |
| 5 | SAGE HILL CAPITAL | $398,296 | $109,858,215 | $34,324,915 | $144,183,130 |
| 6 | HAVERDINK FINANCIAL MANAGEMENT, LLC | $286,324 | $124,551,118 | — | $124,551,118 |
| 7 | HEMMING& WEALTH MANAGEMENT, INC. | $139,052 | $125,980,805 | — | $125,980,805 |
| 8 | MILLER CAPITAL | $1,055,765 | $140,585,658 | $26,225,183 | $166,810,841 |
| 9 | SCULATI WEALTH MANAGEMENT, LLC | $187,063 | $141,793,685 | — | $141,793,685 |
| 10 | HERON BAY CAPITAL MANAGEMENT | $2,031,597 | $148,306,584 | — | $148,306,584 |
| 11 | GARDEY FINANCIAL ADVISORS INC | $294,392 | $157,360,000 | $25,752,000 | $183,112,000 |
| 12 | FIRSTMETRIC | $981,393 | $160,948,470 | — | $160,948,470 |
| 13 | RACHOR INVESTMENT ADVISORY SERVICES, LLC | $151,174 | $162,932,230 | $2,603,764 | $165,535,994 |
| 14 | BRAEBURN WEALTH MANAGEMENT, LLC | $248,995 | $172,045,628 | $35,865,009 | $207,910,637 |
| 15 | DESERANNO WEALTH MANAGEMENT | $619,615 | $172,872,662 | — | $172,872,662 |
| 16 | SGH WEALTH MANAGEMENT | $240,641 | $178,315,131 | — | $178,315,131 |
| 17 | AMDG FINANCIAL | $701,009 | $188,571,316 | — | $188,571,316 |
| 18 | S.A. MASON, LLC | $910,254 | $190,570,230 | $280,030,833 | $470,601,063 |
| 19 | JVL ASSOCIATES, LLC | $748,522 | $208,088,978 | — | $208,088,978 |
| 20 | VOISARD ASSET MANAGEMENT GROUP | $265,195 | $212,412,261 | $3,721,999 | $216,134,260 |
| 21 | POLLOCK INVESTMENT ADVISORS, LLC | $430,403 | $217,183,870 | $1,460,726 | $218,644,596 |
| 22 | MKD WEALTH COACHES, LLC | $245,541 | $223,459,885 | $25,518,955 | $248,978,840 |
| 23 | CAHILL WEALTH MANAGEMENT, LLC | $373,070 | $257,791,344 | — | $257,791,344 |
| 24 | TFG ADVISORS | $201,861 | $283,615,038 | — | $283,615,038 |
| 25 | GEM ASSET MANAGEMENT, LLC | $366,834 | $292,000,012 | — | $292,000,012 |
| 26 | ERTS WEALTH ADVISORS, LLC | $185,336 | $295,000,000 | $27,300,000 | $322,300,000 |
| 27 | WOLFF FINANCIAL MANAGEMENT LLC | $352,025 | $298,750,984 | $5,398,184 | $304,149,168 |
| 28 | BRIGHT FINANCIAL ADVISORS, INC. | $112,424 | $299,610,599 | — | $299,610,599 |
| 29 | NORTHERN FINANCIAL ADVISORS, INC | $218,999 | $315,974,158 | $90,488,537 | $406,462,695 |
| 30 | WHITE PINE INVESTMENT CO | $419,392 | $323,770,491 | — | $323,770,491 |
| 31 | LIFECYCLE FINANCIAL PLANNERS INC. | $165,291 | $355,390,631 | $77,010,331 | $432,400,962 |
| 32 | GRAND WEALTH MANAGEMENT, LLC | $766,994 | $370,322,028 | $33,883,661 | $404,205,689 |
| 33 | ARBOR WEALTH ADVISORS LLC | $1,636,219 | $388,476,823 | $2,579,451 | $391,056,274 |
| 34 | BARON WEALTH MANAGEMENT, LLC | $761,980 | $391,073,845 | $5,917,806 | $396,991,651 |
| 35 | SKYOAK WEALTH | $320,150 | $414,479,802 | $43,654,692 | $458,134,494 |
| 36 | ISTO ADVISORS, LLC | $250,631 | $431,994,611 | $23,651,787 | $455,646,398 |
| 37 | KAYDAN WEALTH MANAGEMENT, INC. | $218,452 | $454,380,000 | — | $454,380,000 |
| 38 | EXCHANGE CAPITAL MANAGEMENT INC | $590,076 | $540,353,742 | $1,926,478 | $542,280,220 |
| 39 | WILLIAM MACK & ASSOCIATES INC | $770,725 | $570,983,298 | $2,436,111 | $573,419,409 |
| 40 | COLUMBIA ASSET MANAGEMENT, L.L.C. | $722,884 | $590,700,317 | $51,943,621 | $642,643,938 |
| 41 | FINANCIAL ADVISORY CORPORATION | $708,931 | $678,325,644 | $120,982 | $678,446,626 |
| 42 | LVM CAPITAL MANAGEMENT LTD | $632,694 | $690,643,664 | $22,403,006 | $713,046,670 |
| 43 | BLUE CHIP PARTNERS, INC. | $536,610 | $763,377,059 | $4,512,388 | $767,889,447 |
| 44 | CRANBROOK WEALTH MANAGEMENT, LLC | $697,624 | $770,874,831 | — | $770,874,831 |
| 45 | CWS FINANCIAL ADVISORS LLC | $396,402 | $820,492,348 | $32,960,515 | $853,452,863 |
| 46 | DIVERSIFIED PORTFOLIOS, INC. | $642,178 | $998,503,863 | $36,044,475 | $1,034,548,338 |
| 47 | PLANNING ALTERNATIVES LTD | $525,464 | $1,168,105,800 | — | $1,168,105,800 |
| 48 | SIGMA INVESTMENT COUNSELORS | $1,821,626 | $1,222,311,247 | — | $1,222,311,247 |
| 49 | CAPTRUST FINANCIAL ADVISORS | $649,989 | $1,444,275,931 | — | $1,444,275,931 |
| 50 | PORTFOLIO SOLUTIONS LLC | $836,169 | $1,444,900,440 | — | $1,444,900,440 |
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 Sabrina Straub.
*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, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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, 2020.
