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
1BERNARD WEALTH MANAGEMENT CORP.$192,274$93,240,291$12,126,055$105,366,346
2BREAKWATER CAPITAL$330,350$109,345,771$109,345,771
3WASHINGTON AVENUE ADVISORS$341,880$120,000,000$120,000,000
4RFM FINANCIAL SOLUTIONS, LLC$211,677$91,538,136$29,117,626$120,655,762
5HAVERDINK FINANCIAL MANAGEMENT, LLC$286,324$124,551,118$124,551,118
6HEMMING& WEALTH MANAGEMENT, INC.$139,052$125,980,805$125,980,805
7SCULATI WEALTH MANAGEMENT, LLC$187,063$141,793,685$141,793,685
8SAGE HILL CAPITAL$398,296$109,858,215$34,324,915$144,183,130
9HERON BAY CAPITAL MANAGEMENT$2,031,597$148,306,584$148,306,584
10FIRSTMETRIC$981,393$160,948,470$160,948,470
11RACHOR INVESTMENT ADVISORY SERVICES, LLC$151,174$162,932,230$2,603,764$165,535,994
12MILLER CAPITAL$1,055,765$140,585,658$26,225,183$166,810,841
13DESERANNO WEALTH MANAGEMENT$619,615$172,872,662$172,872,662
14SGH WEALTH MANAGEMENT$240,641$178,315,131$178,315,131
15GARDEY FINANCIAL ADVISORS INC$294,392$157,360,000$25,752,000$183,112,000
16AMDG FINANCIAL$701,009$188,571,316$188,571,316
17BRAEBURN WEALTH MANAGEMENT, LLC$248,995$172,045,628$35,865,009$207,910,637
18JVL ASSOCIATES, LLC$748,522$208,088,978$208,088,978
19VOISARD ASSET MANAGEMENT GROUP$265,195$212,412,261$3,721,999$216,134,260
20POLLOCK INVESTMENT ADVISORS, LLC$430,403$217,183,870$1,460,726$218,644,596
21MKD WEALTH COACHES, LLC$245,541$223,459,885$25,518,955$248,978,840
22CAHILL WEALTH MANAGEMENT, LLC$373,070$257,791,344$257,791,344
23TFG ADVISORS$201,861$283,615,038$283,615,038
24GEM ASSET MANAGEMENT, LLC$366,834$292,000,012$292,000,012
25BRIGHT FINANCIAL ADVISORS, INC.$112,424$299,610,599$299,610,599
26WOLFF FINANCIAL MANAGEMENT LLC$352,025$298,750,984$5,398,184$304,149,168
27ERTS WEALTH ADVISORS, LLC$185,336$295,000,000$27,300,000$322,300,000
28WHITE PINE INVESTMENT CO$419,392$323,770,491$323,770,491
29ARBOR WEALTH ADVISORS LLC$1,636,219$388,476,823$2,579,451$391,056,274
30BARON WEALTH MANAGEMENT, LLC$761,980$391,073,845$5,917,806$396,991,651
31GRAND WEALTH MANAGEMENT, LLC$766,994$370,322,028$33,883,661$404,205,689
32NORTHERN FINANCIAL ADVISORS, INC$218,999$315,974,158$90,488,537$406,462,695
33LIFECYCLE FINANCIAL PLANNERS INC.$165,291$355,390,631$77,010,331$432,400,962
34KAYDAN WEALTH MANAGEMENT, INC.$218,452$454,380,000$454,380,000
35ISTO ADVISORS, LLC$250,631$431,994,611$23,651,787$455,646,398
36SKYOAK WEALTH$320,150$414,479,802$43,654,692$458,134,494
37S.A. MASON, LLC$910,254$190,570,230$280,030,833$470,601,063
38EXCHANGE CAPITAL MANAGEMENT INC$590,076$540,353,742$1,926,478$542,280,220
39WILLIAM MACK & ASSOCIATES INC$770,725$570,983,298$2,436,111$573,419,409
40COLUMBIA ASSET MANAGEMENT, L.L.C.$722,884$590,700,317$51,943,621$642,643,938
41FINANCIAL ADVISORY CORPORATION$708,931$678,325,644$120,982$678,446,626
42LVM CAPITAL MANAGEMENT LTD$632,694$690,643,664$22,403,006$713,046,670
43BLUE CHIP PARTNERS, INC.$536,610$763,377,059$4,512,388$767,889,447
44CRANBROOK WEALTH MANAGEMENT, LLC$697,624$770,874,831$770,874,831
45CWS FINANCIAL ADVISORS LLC$396,402$820,492,348$32,960,515$853,452,863
46DIVERSIFIED PORTFOLIOS, INC.$642,178$998,503,863$36,044,475$1,034,548,338
47PLANNING ALTERNATIVES LTD$525,464$1,168,105,800$1,168,105,800
48SIGMA INVESTMENT COUNSELORS$1,821,626$1,222,311,247$1,222,311,247
49CAPTRUST FINANCIAL ADVISORS$649,989$1,444,275,931$1,444,275,931
50PORTFOLIO SOLUTIONS LLC$836,169$1,444,900,440$1,444,900,440
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Showing 1 to 50 of 54 entries

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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.