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 |
|---|---|---|---|---|---|
| 1 | HEBER FUGER WENDIN INC | $28,259,486 | $326,030,571 | $7,614,885,017 | $7,940,915,588 |
| 2 | ZHANG FINANCIAL | $948,340 | $2,748,594,975 | $2,035,781,811 | $4,784,376,786 |
| 3 | R.H. BLUESTEIN & CO LLC | $2,410,085 | $4,173,465,693 | $275,551,135 | $4,449,016,828 |
| 4 | ADVANCE CAPITAL MANAGEMENT INC | $324,732 | $4,018,991,314 | $50,545,492 | $4,069,536,806 |
| 5 | MAINSTAY CAPITAL MANAGEMENT, LLC | $1,005,404 | $3,485,153,234 | $373,587,895 | $3,858,741,129 |
| 6 | RETIREMENT INCOME SOLUTIONS, INC. | $1,932,334 | $2,403,823,289 | — | $2,403,823,289 |
| 7 | NPF INVESTMENT ADVISORS | $1,071,388 | $2,310,983,746 | — | $2,310,983,746 |
| 8 | CAPTRUST FINANCIAL ADVISORS | $673,665 | $1,696,348,564 | $12,740,517 | $1,709,089,081 |
| 9 | SIGMA INVESTMENT COUNSELORS | $674,246 | $1,669,433,210 | — | $1,669,433,210 |
| 10 | DIVERSIFIED PORTFOLIOS, INC. | $794,766 | $1,431,758,576 | $34,584,847 | $1,466,343,423 |
| 11 | PLANNING ALTERNATIVES LTD | $1,823,532 | $1,219,942,741 | — | $1,219,942,741 |
| 12 | STRAIGHTLINE | $205,936 | $1,122,421,714 | $56,766,362 | $1,179,188,076 |
| 13 | CWS FINANCIAL ADVISORS LLC | $521,332 | $1,085,415,998 | $20,849,659 | $1,106,265,657 |
| 14 | BLUE CHIP PARTNERS, INC. | $544,220 | $1,090,638,705 | $8,141,800 | $1,098,780,505 |
| 15 | CRANBROOK WEALTH MANAGEMENT, LLC | $831,926 | $1,002,471,125 | — | $1,002,471,125 |
| 16 | SANFORD ADVISORY | $349,624 | $936,529,701 | $21,091,601 | $957,621,302 |
| 17 | LVM CAPITAL MANAGEMENT LTD | $797,188 | $911,618,606 | $26,671,629 | $938,290,235 |
| 18 | VINTAGE FINANCIAL SERVICES LLC | $1,742,283 | $923,410,000 | — | $923,410,000 |
| 19 | LSIA | $2,843,797 | $912,858,853 | — | $912,858,853 |
| 20 | COLUMBIA ASSET MANAGEMENT, L.L.C. | $763,416 | $855,975,945 | $2,867,022 | $858,842,967 |
| 21 | FINANCIAL ADVISORY CORPORATION | $792,516 | $854,325,351 | $6,786 | $854,332,137 |
| 22 | Q3 ASSET MANAGEMENT CORPORATION | $208,554 | $478,277,401 | $315,894,577 | $794,171,978 |
| 23 | STEPHENS CONSULTING, LLC | $308,131 | $666,498,211 | $94,276,133 | $760,774,344 |
| 24 | WILLIAM MACK & ASSOCIATES INC | $891,501 | $721,393,000 | $5,180,000 | $726,573,000 |
| 25 | EXCHANGE CAPITAL MANAGEMENT INC | $699,836 | $702,778,588 | $1,956,378 | $704,734,966 |
| 26 | ISTO ADVISORS, LLC | $327,242 | $643,959,548 | $30,486,437 | $674,445,985 |
| 27 | KAYDAN WEALTH MANAGEMENT, INC. | $309,325 | $654,840,570 | — | $654,840,570 |
| 28 | EMERSON WEALTH, LLC | $881,560 | $634,723,340 | — | $634,723,340 |
| 29 | GREYSTONE FINANCIAL GROUP, LLC | $422,115 | $600,348,630 | $17,206,142 | $617,554,772 |
| 30 | LIFECYCLE FINANCIAL PLANNERS INC. | $157,344 | $436,635,959 | $154,191,213 | $590,827,172 |
| 31 | GRAND WEALTH MANAGEMENT, LLC | $846,405 | $573,221,352 | $9,105,448 | $582,326,800 |
| 32 | OLD MISSION INVESTMENT COMPANY, LLC | $349,682 | $426,323,116 | $155,198,064 | $581,521,180 |
| 33 | BARON WEALTH MANAGEMENT, LLC | $1,067,206 | $557,323,968 | $12,564,262 | $569,888,230 |
| 34 | S.A. MASON, LLC | $868,200 | $267,118,513 | $277,243,010 | $544,361,523 |
| 35 | NORTHERN FINANCIAL ADVISORS, INC | $268,165 | $522,076,563 | $9,962,456 | $532,039,019 |
| 36 | ERTS WEALTH ADVISORS, LLC | $245,192 | $455,000,000 | $55,000,000 | $510,000,000 |
| 37 | BEMANAGED | $345,659 | $493,139,787 | $8,756,935 | $501,896,722 |
| 38 | ARBOR WEALTH ADVISORS LLC | $1,937,630 | $494,838,805 | $3,132,126 | $497,970,931 |
| 39 | SKYOAK WEALTH | $418,308 | $471,851,536 | — | $471,851,536 |
| 40 | FINANCIAL STRATEGIES GROUP, INC | $141,815 | $443,676,620 | $15,661,404 | $459,338,024 |
| 41 | JVL WEALTH STRATEGIES | $896,968 | $432,117,837 | $9,190,652 | $441,308,489 |
| 42 | GEM ASSET MANAGEMENT, LLC | $431,332 | $414,078,422 | — | $414,078,422 |
| 43 | BRIGHT FINANCIAL ADVISORS, INC. | $128,077 | $412,919,402 | — | $412,919,402 |
| 44 | WOLFF FINANCIAL MANAGEMENT LLC | $410,865 | $403,533,488 | $6,098,435 | $409,631,923 |
| 45 | WHITE PINE INVESTMENT CO | $467,820 | $399,986,095 | — | $399,986,095 |
| 46 | LEJEUNE PUETZ INVESTMENT COUNSEL | $4,726,831 | $392,327,000 | — | $392,327,000 |
| 47 | TFG ADVISORS | $293,886 | $368,533,485 | — | $368,533,485 |
| 48 | MKD WEALTH COACHES, LLC | $344,476 | $320,908,240 | $28,734,594 | $349,642,834 |
| 49 | CAHILL WEALTH MANAGEMENT, LLC | $382,856 | $329,639,326 | — | $329,639,326 |
| 50 | FIDUCIARY FINANCIAL ADVISORS | $184,760 | $323,249,000 | $450,000 | $323,699,000 |
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.
