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
1Bright Financial Advisors, Inc.$116,595$347,220,520$347,220,520
2Hemming& Wealth Management, Inc.$144,027$151,804,161$151,804,161
3Lifecycle Financial Planners Inc.$150,229$391,142,406$130,003,482$521,145,888
4Lifeworks Advisors, LLC$168,864$101,518,586$20,907,698$122,426,284
5Action Point Financial Planning, LLC$176,751$170,200,000$3,900,000$174,100,000
6Rachor Investment Advisory Services, LLC$179,248$191,853,983$2,630,213$194,484,196
7Straightline Group, LLC$187,281$1,001,745,133$55,083,164$1,056,828,297
8Darden Wealth Group, Inc$205,254$131,103,708$2,516,684$133,620,392
9Erts Wealth Advisors, LLC$212,227$379,000,000$48,000,000$427,000,000
10AMDG Financial Advisory Services, LLC$214,971$211,961,082$211,961,082
11Lifeplan Financial Advisory Group, LLC$229,985$148,800,000$148,800,000
12Reitz Capital Advisors LLC$236,177$143,831,791$143,831,791
13Braeburn Wealth Management, LLC$240,013$183,944,787$37,826,944$221,771,731
14Northern Financial Advisors, Inc.$245,115$456,116,036$17,936,938$474,052,974
15RFM Financial Solutions, LLC$245,357$102,893,224$34,015,862$136,909,086
16TFG Advisers LLC$245,752$325,867,777$325,867,777
17Taylor & Morgan Wealth Management, LLC$256,127$209,000,000$209,000,000
18Independent Wealth Management, LLC$257,695$114,039,009$9,912,180$123,951,189
19Sculati Wealth Management, LLC$260,515$212,319,427$212,319,427
20Bernard Wealth Management Corp.$265,368$118,097,487$18,301,837$136,399,324
21SGH Wealth Management$274,533$225,117,074$225,117,074
22Kaydan Wealth Management, Inc.$279,601$547,459,112$547,459,112
23Vam Group, Inc.$281,629$254,169,914$4,084,010$258,253,924
24Isto Advisors, LLC$288,727$515,301,573$25,195,540$540,497,113
25MKD Wealth Coaches, LLC$303,108$268,154,317$35,257,110$303,411,427
26Haverdink Financial Management, LLC$316,798$139,391,000$139,391,000
27Breakwater Capital, LLC$320,972$125,500,000$125,500,000
28Sanford Advisory Services, LLC$322,089$800,943,270$20,383,559$821,326,829
29Gardey Financial Advisors Inc$330,937$173,058,463$27,158,282$200,216,745
30Wolff Financial Management LLC$377,994$341,514,709$5,861,963$347,376,672
31Cahill Wealth Management, LLC$378,959$293,314,143$293,314,143
32Gem Asset Management, LLC$389,323$340,267,896$340,267,896
33Skyoak Wealth LLC$394,740$409,345,805$409,345,805
34White Pine Investment Company$406,189$341,605,326$341,605,326
35Pollock Investment Advisors, LLC$444,095$245,045,841$538,892$245,584,733
36CWS Financial Advisors LLC$458,062$941,096,450$13,504,394$954,600,844
37GPM Growth Investors, Inc.$482,925$180,614,000$180,614,000
38Strategies Wealth Advisors, LLC$494,505$627,000,000$93,000,000$720,000,000
39Blue Chip Partners, Inc.$539,444$856,209,261$5,822,689$862,031,950
40Sage Hill Capital L.L.C.$551,524$143,936,358$25,933,095$169,869,453
41Deseranno Corporation$593,658$175,129,139$175,129,139
42Sigma Investment Counselors, Inc.$622,325$1,431,346,806$1,431,346,806
43LVM Capital Management Ltd$632,694$690,643,664$22,403,006$713,046,670
44Exchange Capital Management Inc$644,200$605,598,522$1,882,274$607,480,796
45Well Done, LLC$652,946$1,517,445,895$1,517,445,895
46Diversified Portfolios Inc$703,567$1,152,944,551$50,154,328$1,203,098,879
47JVL Associates, LLC$709,348$259,067,197$20,416,067$279,483,264
48Cranbrook Wealth Management, LLC$744,153$854,287,600$854,287,600
49Financial Advisory Corporation$745,427$731,136,411$127,481$731,263,892
50Columbia Asset Management, L.L.C.$785,459$706,825,577$87,775$706,913,352
Next Page »

Showing 1 to 50 of 66 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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.