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$818,365$2,835,030,816$210,106,328$3,045,137,144
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
7SIGMA INVESTMENT COUNSELORS$1,821,626$1,222,311,247$1,222,311,247
8PLANNING ALTERNATIVES LTD$525,464$1,168,105,800$1,168,105,800
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
13LVM CAPITAL MANAGEMENT LTD$632,694$690,643,664$22,403,006$713,046,670
14FINANCIAL ADVISORY CORPORATION$708,931$678,325,644$120,982$678,446,626
15COLUMBIA ASSET MANAGEMENT, L.L.C.$722,884$590,700,317$51,943,621$642,643,938
16WILLIAM MACK & ASSOCIATES INC$770,725$570,983,298$2,436,111$573,419,409
17EXCHANGE CAPITAL MANAGEMENT INC$590,076$540,353,742$1,926,478$542,280,220
18S.A. MASON, LLC$910,254$190,570,230$280,030,833$470,601,063
19SKYOAK WEALTH$320,150$414,479,802$43,654,692$458,134,494
20ISTO ADVISORS, LLC$250,631$431,994,611$23,651,787$455,646,398
21KAYDAN WEALTH MANAGEMENT, INC.$218,452$454,380,000$454,380,000
22LIFECYCLE FINANCIAL PLANNERS INC.$165,291$355,390,631$77,010,331$432,400,962
23NORTHERN FINANCIAL ADVISORS, INC$218,999$315,974,158$90,488,537$406,462,695
24GRAND WEALTH MANAGEMENT, LLC$766,994$370,322,028$33,883,661$404,205,689
25BARON WEALTH MANAGEMENT, LLC$761,980$391,073,845$5,917,806$396,991,651
26ARBOR WEALTH ADVISORS LLC$1,636,219$388,476,823$2,579,451$391,056,274
27WHITE PINE INVESTMENT CO$419,392$323,770,491$323,770,491
28ERTS WEALTH ADVISORS, LLC$185,336$295,000,000$27,300,000$322,300,000
29WOLFF FINANCIAL MANAGEMENT LLC$352,025$298,750,984$5,398,184$304,149,168
30BRIGHT FINANCIAL ADVISORS, INC.$112,424$299,610,599$299,610,599
31GEM ASSET MANAGEMENT, LLC$366,834$292,000,012$292,000,012
32TFG ADVISORS$201,861$283,615,038$283,615,038
33CAHILL WEALTH MANAGEMENT, LLC$373,070$257,791,344$257,791,344
34MKD WEALTH COACHES, LLC$245,541$223,459,885$25,518,955$248,978,840
35POLLOCK INVESTMENT ADVISORS, LLC$430,403$217,183,870$1,460,726$218,644,596
36VOISARD ASSET MANAGEMENT GROUP$265,195$212,412,261$3,721,999$216,134,260
37JVL ASSOCIATES, LLC$748,522$208,088,978$208,088,978
38BRAEBURN WEALTH MANAGEMENT, LLC$248,995$172,045,628$35,865,009$207,910,637
39AMDG FINANCIAL$701,009$188,571,316$188,571,316
40GARDEY FINANCIAL ADVISORS INC$294,392$157,360,000$25,752,000$183,112,000
41SGH WEALTH MANAGEMENT$240,641$178,315,131$178,315,131
42DESERANNO WEALTH MANAGEMENT$619,615$172,872,662$172,872,662
43MILLER CAPITAL$1,055,765$140,585,658$26,225,183$166,810,841
44RACHOR INVESTMENT ADVISORY SERVICES, LLC$151,174$162,932,230$2,603,764$165,535,994
45FIRSTMETRIC$981,393$160,948,470$160,948,470
46HERON BAY CAPITAL MANAGEMENT$2,031,597$148,306,584$148,306,584
47SAGE HILL CAPITAL$398,296$109,858,215$34,324,915$144,183,130
48SCULATI WEALTH MANAGEMENT, LLC$187,063$141,793,685$141,793,685
49HEMMING& WEALTH MANAGEMENT, INC.$139,052$125,980,805$125,980,805
50HAVERDINK FINANCIAL MANAGEMENT, LLC$286,324$124,551,118$124,551,118
Next Page »

Showing 1 to 50 of 54 entries

Page 1 | 2

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.