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$692,813$1,289,331,374$1,493,696,709$2,783,028,083
2Advance Capital Management Inc$273,729$2,579,671,323$26,232,947$2,605,904,270
3Brick Capital Management Inc$100,424,000$0$2,510,600,000$2,510,600,000
4Mainstay Capital Management$684,022$2,282,197,694$192,593,046$2,474,790,740
5Retirement Income Solutions, Inc.$1,502,773$1,768,764,247$0$1,768,764,247
6Portfolio Solutions LLC$845,194$1,542,479,230$0$1,542,479,230
7Planning Alternatives Ltd.$512,645$1,102,699,960$0$1,102,699,960
8Captrust Financial Advisors$506,282$990,792,916$0$990,792,916
9Sigma Investment Counselors$533,578$968,443,824$0$968,443,824
11Diversified Portfolios, Inc.$574,222$858,364,989$39,718,132$898,083,121
12Cws Financial Advisors LLC$428,054$659,519,266$173,474,657$832,993,923
13LJPR Financial Advisors$249,700$776,068,953$0$776,068,953
14FIM Group$251,281$700,320,521$0$700,320,521
15Lvm Capital Management Ltd.$566,087$581,986,592$21,462,030$603,448,622
16Cranbrook Wealth Management$608,210$601,520,134$0$601,520,134
17Vintage Financial Services$1,205,687$584,758,000$0$584,758,000
18Financial Advisory Corporation$645,165$582,457,483$126,133$582,583,616
19Blue Chip Partners, Inc.$455,822$535,572,700$4,120,119$539,692,819
20Columbia Asset Management$678,137$516,341,426$3,111,271$519,452,697
21Starfire Investment Advisers Inc$465,147$469,268,000$996,100$470,264,100
22Exchange Capital Management Inc$535,438$448,903,074$1,935,910$450,838,984
23S.A. Mason$976,055$157,966,767$233,431,147$391,397,914
24Isto Advisors, LLC$243,255$342,219,238$22,906,969$365,126,207
25William Mack & Associates Inc$732,946$357,961,713$1,914,821$359,876,534
26Arbor Wealth Advisors$1,588,922$341,784,343$7,778,584$349,562,927
27Richmond Brothers, Inc.$119,679$244,128,663$103,779,411$347,908,074
28Q3 Asset Management Corporation$42,880$310,623,985$0$310,623,985
29Baron Wealth Management$719,965$289,000,893$11,944,629$300,945,522
30Grand Wealth Management$722,717$271,300,430$29,349,742$300,650,172
31White Pine Investment Co$373,372$263,698,488$5,129,228$268,827,716
32TFG Advisers LLC$212,674$246,072,287$4,032,323$250,104,610
33Cahill Wealth Management$310,519$221,710,331$0$221,710,331
34Gem Asset Management, LLC$311,230$217,549,733$0$217,549,733
35MKD Wealth Coaches, LLC$208,519$192,433,142$18,379,504$210,812,646
36Mutual Fund Management Co$270,524$190,243,000$1,288,000$191,531,000
37Pollock Investment Advisors$404,106$188,313,375$0$188,313,375
38Gardey Financial Advisors Inc$253,557$154,424,141$30,672,761$185,096,902
39Premier Estate Planners$182,919$73,122,430$105,589,694$178,712,124
40Planners Alliance$80,601$165,366,769$11,794,880$177,161,649
41First Financial Advisors Inc$162,266$174,598,003$0$174,598,003
42Deseranno Wealth Management$594,117$171,105,727$0$171,105,727
43Voisard Asset Management Group$252,085$163,603,379$0$163,603,379
44JVL Associates$827,434$155,517,441$7,487,139$163,004,580
45Kral Financial Advisors$400,518$129,705,000$30,502,000$160,207,000
46Miller Capital$1,074,745$136,561,332$23,575,602$160,136,934
47Rachor Investment Advisory Services, LLC$144,919$154,338,369$0$154,338,369
48Braeburn Wealth Management, LLC$219,626$122,139,649$30,061,472$152,201,121
49Financial Strategies Group, Inc$166,311$150,302,804$541,000$150,843,804
50Lumin Financial, LLC$424,794$122,754,259$19,976,655$142,730,914
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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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.


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