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

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.