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
1Lejeune Puetz Investment Counsel, LLC$3,814,257$308,954,786$308,954,786
2R H Bluestein & Co$2,178,480$3,677,941,211$204,109,607$3,882,050,818
3Retirement Income Solutions, Inc.$1,766,819$2,130,783,499$2,130,783,499
4Arbor Wealth Advisors LLC$1,740,693$431,929,147$3,244,222$435,173,369
5Heron Bay Capital Management, LLC$1,594,358$200,889,126$200,889,126
6Planning Alternatives Ltd$1,586,316$1,086,626,640$1,086,626,640
7Miller Capital Partners, Inc.$1,133,168$153,278,145$31,428,207$184,706,352
8Norris Perne & French LLP$1,038,129$1,999,437,216$1,999,437,216
9Baron Wealth Management, LLC$935,067$428,570,306$7,171,011$435,741,317
10Mainstay Capital Management, LLC$916,099$3,147,839,636$271,957,937$3,419,797,573
11William Mack & Associates Inc$862,263$660,718,655$4,086,208$664,804,863
12Portfolio Solutions LLC$850,466$1,504,474,077$1,504,474,077
13Firstmetric, LLC$848,609$208,757,709$208,757,709
14S.A. Mason, LLC$830,195$225,386,508$254,466,078$479,852,586
15Emerson Wealth, LLC$802,831$539,502,549$539,502,549
16Grand Wealth Management, LLC$799,196$446,815,317$40,694,399$487,509,716
17Columbia Asset Management, L.L.C.$785,459$706,825,577$87,775$706,913,352
18Financial Advisory Corporation$745,427$731,136,411$127,481$731,263,892
19Cranbrook Wealth Management, LLC$744,153$854,287,600$854,287,600
20JVL Associates, LLC$709,348$259,067,197$20,416,067$279,483,264
21Diversified Portfolios Inc$703,567$1,152,944,551$50,154,328$1,203,098,879
22Well Done, LLC$652,946$1,517,445,895$1,517,445,895
23Exchange Capital Management Inc$644,200$605,598,522$1,882,274$607,480,796
24LVM Capital Management Ltd$632,694$690,643,664$22,403,006$713,046,670
25Sigma Investment Counselors, Inc.$622,325$1,431,346,806$1,431,346,806
26Deseranno Corporation$593,658$175,129,139$175,129,139
27Sage Hill Capital L.L.C.$551,524$143,936,358$25,933,095$169,869,453
28Blue Chip Partners, Inc.$539,444$856,209,261$5,822,689$862,031,950
29Strategies Wealth Advisors, LLC$494,505$627,000,000$93,000,000$720,000,000
30GPM Growth Investors, Inc.$482,925$180,614,000$180,614,000
31CWS Financial Advisors LLC$458,062$941,096,450$13,504,394$954,600,844
32Pollock Investment Advisors, LLC$444,095$245,045,841$538,892$245,584,733
33White Pine Investment Company$406,189$341,605,326$341,605,326
34Skyoak Wealth LLC$394,740$409,345,805$409,345,805
35Gem Asset Management, LLC$389,323$340,267,896$340,267,896
36Cahill Wealth Management, LLC$378,959$293,314,143$293,314,143
37Wolff Financial Management LLC$377,994$341,514,709$5,861,963$347,376,672
38Gardey Financial Advisors Inc$330,937$173,058,463$27,158,282$200,216,745
39Sanford Advisory Services, LLC$322,089$800,943,270$20,383,559$821,326,829
40Breakwater Capital, LLC$320,972$125,500,000$125,500,000
41Haverdink Financial Management, LLC$316,798$139,391,000$139,391,000
42MKD Wealth Coaches, LLC$303,108$268,154,317$35,257,110$303,411,427
43Isto Advisors, LLC$288,727$515,301,573$25,195,540$540,497,113
44Vam Group, Inc.$281,629$254,169,914$4,084,010$258,253,924
45Kaydan Wealth Management, Inc.$279,601$547,459,112$547,459,112
46SGH Wealth Management$274,533$225,117,074$225,117,074
47Bernard Wealth Management Corp.$265,368$118,097,487$18,301,837$136,399,324
48Sculati Wealth Management, LLC$260,515$212,319,427$212,319,427
49Independent Wealth Management, LLC$257,695$114,039,009$9,912,180$123,951,189
50Taylor & Morgan Wealth Management, LLC$256,127$209,000,000$209,000,000
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Showing 1 to 50 of 66 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 Carline Murphy.

*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.