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
2Mainstay Capital Management, Llc$707,483$2,374,042,206$208,979,974$2,583,022,180
3Advance Capital Management Inc$248,238$2,483,042,049$29,128,588$2,512,170,637
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
13Cranbrook Wealth Management, Llc$577,449$672,151,070$672,151,070
14Lvm Capital Management Ltd$605,983$630,852,311$26,032,899$656,885,210
15Vintage Financial Services Llc$1,163,289$608,400,000$608,400,000
16Columbia Asset Management, L.L.C.$683,057$516,015,624$63,899,383$579,915,007
17Financial Advisory Corporation$616,199$563,102,289$103,567$563,205,856
18Blue Chip Partners, Inc.$436,958$532,650,451$4,371,045$537,021,496
19Exchange Capital Management Inc$537,596$507,997,575$1,643,488$509,641,063
20Starfire Investment Advisers Inc$518,929$471,584,000$12,058,000$483,642,000
21William Mack & Associates Inc$645,649$479,486,832$2,166,999$481,653,831
22S.A. Mason, Llc$824,560$154,228,650$225,893,454$380,122,104
23Q3 Asset Management Corporation$46,473$374,986,982$374,986,982
24Lifecycle Financial Planners Inc.$183,295$286,534,260$72,173,406$358,707,666
25Isto Advisors, Llc$218,611$328,631,788$15,680,685$344,312,473
26Baron Wealth Management, Llc$754,191$325,901,561$7,450,891$333,352,452
27Arbor Wealth Advisors Llc$1,414,417$326,259,215$1,885,509$328,144,724
28Grand Wealth Management, Llc$679,002$299,328,476$26,592,443$325,920,919
29Richmond Brothers, Inc.$108,337$202,922,231$110,170,807$313,093,038
30Tfg Advisors$181,504$258,161,825$3,203,724$261,365,549
31White Pine Investment Co$355,361$258,347,603$21$258,347,624
32Gem Asset Management, Llc$320,214$241,441,128$241,441,128
33Cahill Wealth Management, Llc$331,886$230,328,572$230,328,572
34Planners Alliance$80,133$230,303,366$230,303,366
35Mkd Wealth Coaches, Llc$215,716$203,463,325$14,840,786$218,304,111
36Financial Strategies Group, Inc$113,048$201,018,254$6,425,449$207,443,703
37Pollock Investment Advisors, Llc$380,272$187,093,858$187,093,858
38Jvl Associates, Llc$795,814$186,220,454$186,220,454
39First Financial Advisors Inc$152,160$168,745,601$168,745,601
40Voisard Asset Management Group$230,813$166,621,779$487,006$167,108,785
41Gardey Financial Advisors Inc$261,861$141,061,192$24,958,448$166,019,640
42Deseranno Wealth Management$586,692$160,167,000$160,167,000
43Sgh Wealth Management$223,867$158,945,482$158,945,482
44Braeburn Wealth Management, Llc$208,114$126,090,081$30,827,999$156,918,080
45Premier Estate Planners, Llc$164,471$78,491,803$78,248,992$156,740,795
46Miller Capital$1,025,231$131,210,942$24,624,169$155,835,111
47Sculati Wealth Management, Llc$209,610$150,500,000$150,500,000
48Taylor & Morgan Asset Management, Llc$168,469$148,252,679$148,252,679
49Rachor Investment Advisory Services, Llc$131,082$139,996,077$139,996,077
50Amdg Financial$575,379$136,364,772$136,364,772
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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.