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

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.