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
1Brick Capital Management Inc$101,666,667$2,440,000,000$2,440,000,000
2Sage Hill Capital$476,654$76,396,866$58,972,922$135,369,788
3Premier Estate Planners$164,471$78,491,803$78,248,992$156,740,795
4Retirement Resources, LLC$100,012$94,745,253$17,368,533$112,113,786
5Life Plan Financial Advisory Group, LLC$160,630$102,000,000$102,000,000
6Guidestream Financial, Inc.$86,855$102,661,893$2,519,527$105,181,420
7Haverdink Financial Management, LLC$232,584$104,895,314$104,895,314
8Reitz Capital Advisors LLC$159,370$108,212,051$108,212,051
9Kral Financial Advisors$354,523$117,202,000$27,798,000$145,000,000
10Miller Financial Services LLC$128,782$122,377,878$7,562,965$129,940,843
11J2 Capital Management, Inc.$115,776$123,533,485$123,533,485
12Braeburn Wealth Management, LLC$208,114$126,090,081$30,827,999$156,918,080
13Miller Capital$1,025,231$131,210,942$24,624,169$155,835,111
14AMDG Financial$575,379$136,364,772$136,364,772
15Lvm Capital Management Ltd$374,713$139,018,559$139,018,559
16Rachor Investment Advisory Services, LLC$131,082$139,996,077$139,996,077
17Gardey Financial Advisors Inc$261,861$141,061,192$24,958,448$166,019,640
18Sgh Wealth Management$219,660$141,900,158$141,900,158
19Taylor & Morgan Asset Management, LLC$168,469$148,252,679$148,252,679
20Sculati Wealth Management, LLC$209,610$150,500,000$150,500,000
21S.A. Mason$824,560$154,228,650$225,893,454$380,122,104
22Deseranno Wealth Management$586,692$160,167,000$160,167,000
23Voisard Asset Management Group$230,813$166,621,779$487,006$167,108,785
24First Financial Advisors Inc$152,160$168,745,601$168,745,601
25JVL Associates$795,814$186,220,454$186,220,454
26Pollock Investment Advisors$380,272$187,093,858$187,093,858
27Financial Strategies Group, Inc$113,048$201,018,254$6,425,449$207,443,703
28Richmond Brothers, Inc.$108,337$202,922,231$110,170,807$313,093,038
29MKD Wealth Coaches, LLC$215,716$203,463,325$14,840,786$218,304,111
30Planning Alternatives Ltd$376,817$206,136,579$40,678,879$246,815,458
31Planners Alliance$80,133$230,303,366$230,303,366
32Cahill Wealth Management$331,886$230,328,572$230,328,572
33Gem Asset Management, LLC$320,214$241,441,128$241,441,128
34TFG Advisers LLC$181,504$258,161,825$3,203,724$261,365,549
35White Pine Investment Co$355,361$258,347,603$21$258,347,624
36Grand Wealth Management$679,002$299,328,476$26,592,443$325,920,919
37Baron Wealth Management$754,191$325,901,561$7,450,891$333,352,452
38Arbor Wealth Advisors$1,414,417$326,259,215$1,885,509$328,144,724
39Isto Advisors, LLC$218,611$328,631,788$15,680,685$344,312,473
40William Mack & Associates Inc$672,539$339,482,671$2,166,999$341,649,670
41Q3 Asset Management Corporation$46,473$374,986,982$374,986,982
42Exchange Capital Management Inc$494,936$464,857,820$1,372,226$466,230,046
43Starfire Investment Advisers Inc$518,929$471,584,000$12,058,000$483,642,000
44Columbia Asset Management$683,057$516,015,624$63,899,383$579,915,007
45Blue Chip Partners, Inc.$436,958$532,650,451$4,371,045$537,021,496
46Financial Advisory Corporation$616,199$563,102,289$103,567$563,205,856
47Lvm Capital Management Ltd.$566,087$581,986,592$21,462,030$603,448,622
48Vintage Financial Services$1,163,289$608,400,000$608,400,000
49Mainstay Capital Management, Llc$91,300$655,348,129$52,045,467$707,393,596
50Cranbrook Wealth Management$577,449$672,151,070$672,151,070
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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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