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
1WASHINGTON AVENUE ADVISORS$341,880$120,000,000$120,000,000
2RFM FINANCIAL SOLUTIONS, LLC$211,677$91,538,136$29,117,626$120,655,762
3BERNARD WEALTH MANAGEMENT CORP.$192,274$93,240,291$12,126,055$105,366,346
4PREMIER ESTATE PLANNERS, LLC$193,578$102,437,596$93,076,202$195,513,798
5BREAKWATER CAPITAL$330,350$109,345,771$109,345,771
6SAGE HILL CAPITAL$398,296$109,858,215$34,324,915$144,183,130
7ADVANCED ASSET MANAGEMENT L.L.C.$85,024$110,107,570$83,318$110,190,888
8GUIDESTREAM FINANCIAL, INC.$92,182$114,543,810$3,633,864$118,177,674
9J2 CAPITAL MANAGEMENT, INC.$128,347$116,667,165$116,667,165
10HAVERDINK FINANCIAL MANAGEMENT, LLC$286,324$124,551,118$124,551,118
11REITZ CAPITAL ADVISORS LLC$199,578$125,334,791$125,334,791
12HEMMING& WEALTH MANAGEMENT, INC.$139,052$125,980,805$125,980,805
13RETIREMENT RESOURCES, LLC$111,499$126,885,306$126,885,306
14LIFE PLAN FINANCIAL ADVISORY GROUP, LLC$200,309$129,600,000$129,600,000
15MILLER CAPITAL$1,055,765$140,585,658$26,225,183$166,810,841
16SCULATI WEALTH MANAGEMENT, LLC$187,063$141,793,685$141,793,685
17HERON BAY CAPITAL MANAGEMENT$2,031,597$148,306,584$148,306,584
18MILLER FINANCIAL SERVICES LLC$150,014$150,420,961$16,694,861$167,115,822
19GARDEY FINANCIAL ADVISORS INC$294,392$157,360,000$25,752,000$183,112,000
20GPM GROWTH INVESTORS, INC.$938,012$160,400,000$160,400,000
21FIRSTMETRIC$981,393$160,948,470$160,948,470
22RACHOR INVESTMENT ADVISORY SERVICES, LLC$151,174$162,932,230$2,603,764$165,535,994
23BRAEBURN WEALTH MANAGEMENT, LLC$248,995$172,045,628$35,865,009$207,910,637
24DESERANNO WEALTH MANAGEMENT$619,615$172,872,662$172,872,662
25SGH WEALTH MANAGEMENT$240,641$178,315,131$178,315,131
26TAYLOR & MORGAN ASSET MANAGEMENT, LLC$221,478$185,820,196$185,820,196
27AMDG FINANCIAL$701,009$188,571,316$188,571,316
28S.A. MASON, LLC$910,254$190,570,230$280,030,833$470,601,063
29FIRST FINANCIAL ADVISORS INC$163,446$201,365,321$201,365,321
30JVL ASSOCIATES, LLC$748,522$208,088,978$208,088,978
31VOISARD ASSET MANAGEMENT GROUP$265,195$212,412,261$3,721,999$216,134,260
32POLLOCK INVESTMENT ADVISORS, LLC$430,403$217,183,870$1,460,726$218,644,596
33MKD WEALTH COACHES, LLC$245,541$223,459,885$25,518,955$248,978,840
34RICHMOND BROTHERS, INC.$112,466$234,041,137$234,041,137
35CAHILL WEALTH MANAGEMENT, LLC$373,070$257,791,344$257,791,344
36TFG ADVISORS$201,861$283,615,038$283,615,038
37FINANCIAL STRATEGIES GROUP, INC$123,864$286,506,793$7,546,165$294,052,958
38GEM ASSET MANAGEMENT, LLC$366,834$292,000,012$292,000,012
39ERTS WEALTH ADVISORS, LLC$185,336$295,000,000$27,300,000$322,300,000
40WOLFF FINANCIAL MANAGEMENT LLC$352,025$298,750,984$5,398,184$304,149,168
41BRIGHT FINANCIAL ADVISORS, INC.$112,424$299,610,599$299,610,599
42NORTHERN FINANCIAL ADVISORS, INC$218,999$315,974,158$90,488,537$406,462,695
43WHITE PINE INVESTMENT CO$419,392$323,770,491$323,770,491
44LIFECYCLE FINANCIAL PLANNERS INC.$165,291$355,390,631$77,010,331$432,400,962
45GRAND WEALTH MANAGEMENT, LLC$766,994$370,322,028$33,883,661$404,205,689
46ARBOR WEALTH ADVISORS LLC$1,636,219$388,476,823$2,579,451$391,056,274
47BARON WEALTH MANAGEMENT, LLC$761,980$391,073,845$5,917,806$396,991,651
48SKYOAK WEALTH$320,150$414,479,802$43,654,692$458,134,494
49ISTO ADVISORS, LLC$250,631$431,994,611$23,651,787$455,646,398
50Q3 ASSET MANAGEMENT CORPORATION$44,267$448,119,094$448,119,094
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Showing 1 to 50 of 74 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.