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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Brick Capital Management Inc$122,333,333$2,569,000,000$2,569,000,000
2Rfm Financial Solutions, Llc$211,677$91,538,136$29,117,626$120,655,762
3Premier Estate Planners, Llc$193,578$102,437,596$93,076,202$195,513,798
4Breakwater Capital$330,350$109,345,771$109,345,771
5Sage Hill Capital$398,296$109,858,215$34,324,915$144,183,130
6Guidestream Financial, Inc.$92,182$114,543,810$3,633,864$118,177,674
7J2 Capital Management, Inc.$114,977$119,921,104$119,921,104
8Haverdink Financial Management, Llc$286,324$124,551,118$124,551,118
9Reitz Capital Advisors Llc$199,578$125,334,791$125,334,791
10Hemming& Wealth Management, Inc.$139,052$125,980,805$125,980,805
11Retirement Resources, Llc$111,499$126,885,306$126,885,306
12Life Plan Financial Advisory Group, Llc$200,309$129,600,000$129,600,000
13Miller Capital$1,055,765$140,585,658$26,225,183$166,810,841
14Sculati Wealth Management, Llc$187,063$141,793,685$141,793,685
15Heron Bay Capital Management$2,031,597$148,306,584$148,306,584
16Miller Financial Services Llc$150,014$150,420,961$16,694,861$167,115,822
17Gardey Financial Advisors Inc$294,392$157,360,000$25,752,000$183,112,000
18Taylor & Morgan Asset Management, Llc$220,234$159,449,695$159,449,695
19Gpm Growth Investors, Inc.$938,012$160,400,000$160,400,000
20Firstmetric$981,393$160,948,470$160,948,470
21Rachor Investment Advisory Services, Llc$151,174$162,932,230$2,603,764$165,535,994
22Braeburn Wealth Management, Llc$248,995$172,045,628$35,865,009$207,910,637
23Sgh Wealth Management$240,641$178,315,131$178,315,131
24S.A. Mason, Llc$910,254$190,570,230$280,030,833$470,601,063
25First Financial Advisors Inc$163,446$201,365,321$201,365,321
26Jvl Associates, Llc$748,522$208,088,978$208,088,978
27Voisard Asset Management Group$265,195$212,412,261$3,721,999$216,134,260
28Pollock Investment Advisors, Llc$430,403$217,183,870$1,460,726$218,644,596
29Mkd Wealth Coaches, Llc$245,541$223,459,885$25,518,955$248,978,840
30Richmond Brothers, Inc.$112,466$234,041,137$234,041,137
31Cahill Wealth Management, Llc$373,070$257,791,344$257,791,344
32Financial Strategies Group, Inc$123,864$286,506,793$7,546,165$294,052,958
33Gem Asset Management, Llc$366,834$292,000,012$292,000,012
34Erts Wealth Advisors, Llc$185,336$295,000,000$27,300,000$322,300,000
35Tfg Advisors$217,996$298,702,642$3,004,049$301,706,691
36White Pine Investment Co$419,392$323,770,491$323,770,491
37Lifecycle Financial Planners Inc.$165,291$355,390,631$77,010,331$432,400,962
38Grand Wealth Management, Llc$766,994$370,322,028$33,883,661$404,205,689
39Arbor Wealth Advisors Llc$1,636,219$388,476,823$2,579,451$391,056,274
40Baron Wealth Management, Llc$761,980$391,073,845$5,917,806$396,991,651
41Isto Advisors, Llc$250,631$431,994,611$23,651,787$455,646,398
42Q3 Asset Management Corporation$44,267$448,119,094$448,119,094
43Exchange Capital Management Inc$590,076$540,353,742$1,926,478$542,280,220
44William Mack & Associates Inc$770,725$570,983,298$2,436,111$573,419,409
45Starfire Investment Advisers Inc$595,506$584,813,000$13,671,000$598,484,000
46Columbia Asset Management, L.L.C.$722,884$590,700,317$51,943,621$642,643,938
47Lvm Capital Management Ltd$605,983$630,852,311$26,032,899$656,885,210
48Financial Advisory Corporation$708,931$678,325,644$120,982$678,446,626
49Vintage Financial Services Llc$1,352,039$696,300,000$696,300,000
50Blue Chip Partners, Inc.$536,610$763,377,059$4,512,388$767,889,447
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Showing 1 to 50 of 64 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.