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
1Retirement Income Solutions, Inc.$1,432,471$1,713,234,765$1,713,234,765
2Portfolio Solutions LLC$764,006$1,355,347,120$1,355,347,120
3Sigma Investment Counselors$1,529,756$960,686,847$960,686,847
4Cranbrook Wealth Management$577,449$672,151,070$672,151,070
5Cahill Wealth Management$331,886$230,328,572$230,328,572
6Pollock Investment Advisors$380,272$187,093,858$187,093,858
7JVL Associates$795,814$186,220,454$186,220,454
8White Pine Investment Co$355,361$258,347,603$21$258,347,624
9Arbor Wealth Advisors$1,414,417$326,259,215$1,885,509$328,144,724
10Blue Chip Partners, Inc.$436,958$532,650,451$4,371,045$537,021,496
11Baron Wealth Management$754,191$325,901,561$7,450,891$333,352,452
12Isto Advisors, LLC$218,611$328,631,788$15,680,685$344,312,473
13Lvm Capital Management Ltd.$566,087$581,986,592$21,462,030$603,448,622
14Miller Capital$1,025,231$131,210,942$24,624,169$155,835,111
15Gardey Financial Advisors Inc$261,861$141,061,192$24,958,448$166,019,640
16Kral Financial Advisors$354,523$117,202,000$27,798,000$145,000,000
17Sage Hill Capital$476,654$76,396,866$58,972,922$135,369,788
18Columbia Asset Management$683,057$516,015,624$63,899,383$579,915,007
19Cws Financial Advisors LLC$404,085$714,316,991$168,204,717$882,521,708
20S.A. Mason$824,560$154,228,650$225,893,454$380,122,104

Showing 1 to 20 of 20 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.

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