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
1Zhang Financial$648,403$1,369,919,981$1,342,997,121$2,712,917,102
2Advance Capital Management Inc$248,238$2,483,042,049$29,128,588$2,512,170,637
3Mainstay Capital Management$684,819$2,296,719,506$189,173,952$2,485,893,458
4Brick Capital Management Inc$101,666,667$2,440,000,000$2,440,000,000
5Retirement Income Solutions, Inc.$1,432,471$1,713,234,765$1,713,234,765
6Portfolio Solutions LLC$764,006$1,355,347,120$1,355,347,120
7Captrust Financial Advisors$496,176$1,031,549,991$1,031,549,991
8Planning Alternatives Ltd.$486,423$1,017,110,504$1,017,110,504
9Sigma Investment Counselors$1,529,756$960,686,847$960,686,847
10Straightline$160,432$854,253,645$68,229,927$922,483,572
11Cws Financial Advisors LLC$404,085$714,316,991$168,204,717$882,521,708
12Diversified Portfolios, Inc.$533,512$810,747,637$31,134,615$841,882,252
13LJPR Financial Advisors$249,700$776,068,953$776,068,953
14Mainstay Capital Management, Llc$91,300$655,348,129$52,045,467$707,393,596
15Cranbrook Wealth Management$577,449$672,151,070$672,151,070
16Vintage Financial Services$1,163,289$608,400,000$608,400,000
17Lvm Capital Management Ltd.$566,087$581,986,592$21,462,030$603,448,622
18Columbia Asset Management$683,057$516,015,624$63,899,383$579,915,007
19Financial Advisory Corporation$616,199$563,102,289$103,567$563,205,856
20Blue Chip Partners, Inc.$436,958$532,650,451$4,371,045$537,021,496
21Starfire Investment Advisers Inc$518,929$471,584,000$12,058,000$483,642,000
22Exchange Capital Management Inc$494,936$464,857,820$1,372,226$466,230,046
23S.A. Mason$824,560$154,228,650$225,893,454$380,122,104
24Q3 Asset Management Corporation$46,473$374,986,982$374,986,982
25Isto Advisors, LLC$218,611$328,631,788$15,680,685$344,312,473
26William Mack & Associates Inc$672,539$339,482,671$2,166,999$341,649,670
27Baron Wealth Management$754,191$325,901,561$7,450,891$333,352,452
28Arbor Wealth Advisors$1,414,417$326,259,215$1,885,509$328,144,724
29Grand Wealth Management$679,002$299,328,476$26,592,443$325,920,919
30Richmond Brothers, Inc.$108,337$202,922,231$110,170,807$313,093,038
31TFG Advisers LLC$181,504$258,161,825$3,203,724$261,365,549
32White Pine Investment Co$355,361$258,347,603$21$258,347,624
33Planning Alternatives Ltd$376,817$206,136,579$40,678,879$246,815,458
34Gem Asset Management, LLC$320,214$241,441,128$241,441,128
35Cahill Wealth Management$331,886$230,328,572$230,328,572
36Planners Alliance$80,133$230,303,366$230,303,366
37MKD Wealth Coaches, LLC$215,716$203,463,325$14,840,786$218,304,111
38Financial Strategies Group, Inc$113,048$201,018,254$6,425,449$207,443,703
39Pollock Investment Advisors$380,272$187,093,858$187,093,858
40JVL Associates$795,814$186,220,454$186,220,454
41First Financial Advisors Inc$152,160$168,745,601$168,745,601
42Voisard Asset Management Group$230,813$166,621,779$487,006$167,108,785
43Gardey Financial Advisors Inc$261,861$141,061,192$24,958,448$166,019,640
44Deseranno Wealth Management$586,692$160,167,000$160,167,000
45Braeburn Wealth Management, LLC$208,114$126,090,081$30,827,999$156,918,080
46Premier Estate Planners$164,471$78,491,803$78,248,992$156,740,795
47Miller Capital$1,025,231$131,210,942$24,624,169$155,835,111
48Sculati Wealth Management, LLC$209,610$150,500,000$150,500,000
49Taylor & Morgan Asset Management, LLC$168,469$148,252,679$148,252,679
50Kral Financial Advisors$354,523$117,202,000$27,798,000$145,000,000
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Showing 1 to 50 of 62 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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