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
1Advance Capital Management Inc$248,238$2,483,042,049$29,128,588$2,512,170,637
2Mainstay Capital Management$684,819$2,296,719,506$189,173,952$2,485,893,458
3Captrust Financial Advisors$496,176$1,031,549,991$1,031,549,991
4Planning Alternatives Ltd.$486,423$1,017,110,504$1,017,110,504
5Straightline$160,432$854,253,645$68,229,927$922,483,572
6Diversified Portfolios, Inc.$533,512$810,747,637$31,134,615$841,882,252
7LJPR Financial Advisors$249,700$776,068,953$776,068,953
8Vintage Financial Services$1,163,289$608,400,000$608,400,000
9Financial Advisory Corporation$616,199$563,102,289$103,567$563,205,856
10Starfire Investment Advisers Inc$518,929$471,584,000$12,058,000$483,642,000
11Exchange Capital Management Inc$494,936$464,857,820$1,372,226$466,230,046
12William Mack & Associates Inc$672,539$339,482,671$2,166,999$341,649,670
13Grand Wealth Management$679,002$299,328,476$26,592,443$325,920,919
14TFG Advisers LLC$181,504$258,161,825$3,203,724$261,365,549
15Gem Asset Management, LLC$320,214$241,441,128$241,441,128
16Planning Alternatives Ltd$376,817$206,136,579$40,678,879$246,815,458
17MKD Wealth Coaches, LLC$215,716$203,463,325$14,840,786$218,304,111
18Voisard Asset Management Group$230,813$166,621,779$487,006$167,108,785
19Deseranno Wealth Management$586,692$160,167,000$160,167,000
20Sculati Wealth Management, LLC$209,610$150,500,000$150,500,000
21Sgh Wealth Management$219,660$141,900,158$141,900,158
22Rachor Investment Advisory Services, LLC$131,082$139,996,077$139,996,077
23Lvm Capital Management Ltd$374,713$139,018,559$139,018,559
24Braeburn Wealth Management, LLC$208,114$126,090,081$30,827,999$156,918,080
25Haverdink Financial Management, LLC$232,584$104,895,314$104,895,314

Showing 1 to 25 of 25 entries

Page 1

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.