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