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 | BERNARD WEALTH MANAGEMENT CORP. | $192,274 | $93,240,291 | $12,126,055 | $105,366,346 |
| 2 | BREAKWATER CAPITAL | $330,350 | $109,345,771 | — | $109,345,771 |
| 3 | WASHINGTON AVENUE ADVISORS | $341,880 | — | $120,000,000 | $120,000,000 |
| 4 | RFM FINANCIAL SOLUTIONS, LLC | $211,677 | $91,538,136 | $29,117,626 | $120,655,762 |
| 5 | HAVERDINK FINANCIAL MANAGEMENT, LLC | $286,324 | $124,551,118 | — | $124,551,118 |
| 6 | HEMMING& WEALTH MANAGEMENT, INC. | $139,052 | $125,980,805 | — | $125,980,805 |
| 7 | SCULATI WEALTH MANAGEMENT, LLC | $187,063 | $141,793,685 | — | $141,793,685 |
| 8 | SAGE HILL CAPITAL | $398,296 | $109,858,215 | $34,324,915 | $144,183,130 |
| 9 | HERON BAY CAPITAL MANAGEMENT | $2,031,597 | $148,306,584 | — | $148,306,584 |
| 10 | FIRSTMETRIC | $981,393 | $160,948,470 | — | $160,948,470 |
| 11 | RACHOR INVESTMENT ADVISORY SERVICES, LLC | $151,174 | $162,932,230 | $2,603,764 | $165,535,994 |
| 12 | MILLER CAPITAL | $1,055,765 | $140,585,658 | $26,225,183 | $166,810,841 |
| 13 | DESERANNO WEALTH MANAGEMENT | $619,615 | $172,872,662 | — | $172,872,662 |
| 14 | SGH WEALTH MANAGEMENT | $240,641 | $178,315,131 | — | $178,315,131 |
| 15 | GARDEY FINANCIAL ADVISORS INC | $294,392 | $157,360,000 | $25,752,000 | $183,112,000 |
| 16 | AMDG FINANCIAL | $701,009 | $188,571,316 | — | $188,571,316 |
| 17 | BRAEBURN WEALTH MANAGEMENT, LLC | $248,995 | $172,045,628 | $35,865,009 | $207,910,637 |
| 18 | JVL ASSOCIATES, LLC | $748,522 | $208,088,978 | — | $208,088,978 |
| 19 | VOISARD ASSET MANAGEMENT GROUP | $265,195 | $212,412,261 | $3,721,999 | $216,134,260 |
| 20 | POLLOCK INVESTMENT ADVISORS, LLC | $430,403 | $217,183,870 | $1,460,726 | $218,644,596 |
| 21 | MKD WEALTH COACHES, LLC | $245,541 | $223,459,885 | $25,518,955 | $248,978,840 |
| 22 | CAHILL WEALTH MANAGEMENT, LLC | $373,070 | $257,791,344 | — | $257,791,344 |
| 23 | TFG ADVISORS | $201,861 | $283,615,038 | — | $283,615,038 |
| 24 | GEM ASSET MANAGEMENT, LLC | $366,834 | $292,000,012 | — | $292,000,012 |
| 25 | BRIGHT FINANCIAL ADVISORS, INC. | $112,424 | $299,610,599 | — | $299,610,599 |
| 26 | WOLFF FINANCIAL MANAGEMENT LLC | $352,025 | $298,750,984 | $5,398,184 | $304,149,168 |
| 27 | ERTS WEALTH ADVISORS, LLC | $185,336 | $295,000,000 | $27,300,000 | $322,300,000 |
| 28 | WHITE PINE INVESTMENT CO | $419,392 | $323,770,491 | — | $323,770,491 |
| 29 | ARBOR WEALTH ADVISORS LLC | $1,636,219 | $388,476,823 | $2,579,451 | $391,056,274 |
| 30 | BARON WEALTH MANAGEMENT, LLC | $761,980 | $391,073,845 | $5,917,806 | $396,991,651 |
| 31 | GRAND WEALTH MANAGEMENT, LLC | $766,994 | $370,322,028 | $33,883,661 | $404,205,689 |
| 32 | NORTHERN FINANCIAL ADVISORS, INC | $218,999 | $315,974,158 | $90,488,537 | $406,462,695 |
| 33 | LIFECYCLE FINANCIAL PLANNERS INC. | $165,291 | $355,390,631 | $77,010,331 | $432,400,962 |
| 34 | KAYDAN WEALTH MANAGEMENT, INC. | $218,452 | $454,380,000 | — | $454,380,000 |
| 35 | ISTO ADVISORS, LLC | $250,631 | $431,994,611 | $23,651,787 | $455,646,398 |
| 36 | SKYOAK WEALTH | $320,150 | $414,479,802 | $43,654,692 | $458,134,494 |
| 37 | S.A. MASON, LLC | $910,254 | $190,570,230 | $280,030,833 | $470,601,063 |
| 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.
