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 | R H Bluestein & Co | $2,178,480 | $3,677,941,211 | $204,109,607 | $3,882,050,818 |
| 2 | Mainstay Capital Management, LLC | $916,099 | $3,147,839,636 | $271,957,937 | $3,419,797,573 |
| 3 | Retirement Income Solutions, Inc. | $1,766,819 | $2,130,783,499 | — | $2,130,783,499 |
| 4 | Norris Perne & French LLP | $1,038,129 | $1,999,437,216 | — | $1,999,437,216 |
| 5 | Well Done, LLC | $652,946 | $1,517,445,895 | — | $1,517,445,895 |
| 6 | Portfolio Solutions LLC | $850,466 | $1,504,474,077 | — | $1,504,474,077 |
| 7 | Sigma Investment Counselors, Inc. | $622,325 | $1,431,346,806 | — | $1,431,346,806 |
| 8 | Diversified Portfolios Inc | $703,567 | $1,152,944,551 | $50,154,328 | $1,203,098,879 |
| 9 | Planning Alternatives Ltd | $1,586,316 | $1,086,626,640 | — | $1,086,626,640 |
| 10 | Straightline Group, LLC | $187,281 | $1,001,745,133 | $55,083,164 | $1,056,828,297 |
| 11 | CWS Financial Advisors LLC | $458,062 | $941,096,450 | $13,504,394 | $954,600,844 |
| 12 | Blue Chip Partners, Inc. | $539,444 | $856,209,261 | $5,822,689 | $862,031,950 |
| 13 | Cranbrook Wealth Management, LLC | $744,153 | $854,287,600 | — | $854,287,600 |
| 14 | Sanford Advisory Services, LLC | $322,089 | $800,943,270 | $20,383,559 | $821,326,829 |
| 15 | Financial Advisory Corporation | $745,427 | $731,136,411 | $127,481 | $731,263,892 |
| 16 | Columbia Asset Management, L.L.C. | $785,459 | $706,825,577 | $87,775 | $706,913,352 |
| 17 | LVM Capital Management Ltd | $632,694 | $690,643,664 | $22,403,006 | $713,046,670 |
| 18 | William Mack & Associates Inc | $862,263 | $660,718,655 | $4,086,208 | $664,804,863 |
| 19 | Strategies Wealth Advisors, LLC | $494,505 | $627,000,000 | $93,000,000 | $720,000,000 |
| 20 | Exchange Capital Management Inc | $644,200 | $605,598,522 | $1,882,274 | $607,480,796 |
| 21 | Kaydan Wealth Management, Inc. | $279,601 | $547,459,112 | — | $547,459,112 |
| 22 | Emerson Wealth, LLC | $802,831 | $539,502,549 | — | $539,502,549 |
| 23 | Isto Advisors, LLC | $288,727 | $515,301,573 | $25,195,540 | $540,497,113 |
| 24 | Northern Financial Advisors, Inc. | $245,115 | $456,116,036 | $17,936,938 | $474,052,974 |
| 25 | Grand Wealth Management, LLC | $799,196 | $446,815,317 | $40,694,399 | $487,509,716 |
| 26 | Arbor Wealth Advisors LLC | $1,740,693 | $431,929,147 | $3,244,222 | $435,173,369 |
| 27 | Baron Wealth Management, LLC | $935,067 | $428,570,306 | $7,171,011 | $435,741,317 |
| 28 | Skyoak Wealth LLC | $394,740 | $409,345,805 | — | $409,345,805 |
| 29 | Lifecycle Financial Planners Inc. | $150,229 | $391,142,406 | $130,003,482 | $521,145,888 |
| 30 | Erts Wealth Advisors, LLC | $212,227 | $379,000,000 | $48,000,000 | $427,000,000 |
| 31 | Bright Financial Advisors, Inc. | $116,595 | $347,220,520 | — | $347,220,520 |
| 32 | White Pine Investment Company | $406,189 | $341,605,326 | — | $341,605,326 |
| 33 | Wolff Financial Management LLC | $377,994 | $341,514,709 | $5,861,963 | $347,376,672 |
| 34 | Gem Asset Management, LLC | $389,323 | $340,267,896 | — | $340,267,896 |
| 35 | TFG Advisers LLC | $245,752 | $325,867,777 | — | $325,867,777 |
| 36 | Lejeune Puetz Investment Counsel, LLC | $3,814,257 | $308,954,786 | — | $308,954,786 |
| 37 | Cahill Wealth Management, LLC | $378,959 | $293,314,143 | — | $293,314,143 |
| 38 | MKD Wealth Coaches, LLC | $303,108 | $268,154,317 | $35,257,110 | $303,411,427 |
| 39 | JVL Associates, LLC | $709,348 | $259,067,197 | $20,416,067 | $279,483,264 |
| 40 | Vam Group, Inc. | $281,629 | $254,169,914 | $4,084,010 | $258,253,924 |
| 41 | Pollock Investment Advisors, LLC | $444,095 | $245,045,841 | $538,892 | $245,584,733 |
| 42 | S.A. Mason, LLC | $830,195 | $225,386,508 | $254,466,078 | $479,852,586 |
| 43 | SGH Wealth Management | $274,533 | $225,117,074 | — | $225,117,074 |
| 44 | Sculati Wealth Management, LLC | $260,515 | $212,319,427 | — | $212,319,427 |
| 45 | AMDG Financial Advisory Services, LLC | $214,971 | $211,961,082 | — | $211,961,082 |
| 46 | Taylor & Morgan Wealth Management, LLC | $256,127 | $209,000,000 | — | $209,000,000 |
| 47 | Firstmetric, LLC | $848,609 | $208,757,709 | — | $208,757,709 |
| 48 | Heron Bay Capital Management, LLC | $1,594,358 | $200,889,126 | — | $200,889,126 |
| 49 | Rachor Investment Advisory Services, LLC | $179,248 | $191,853,983 | $2,630,213 | $194,484,196 |
| 50 | Braeburn Wealth Management, LLC | $240,013 | $183,944,787 | $37,826,944 | $221,771,731 |
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 Carline Murphy.
*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.
