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
1Advance Capital Management Inc$248,238$2,483,042,049$29,128,588$2,512,170,637
2Mainstay Capital Management$684,819$2,296,719,506$189,173,952$2,485,893,458
3Retirement Income Solutions, Inc.$1,432,471$1,713,234,765$1,713,234,765
4Zhang Financial$648,403$1,369,919,981$1,342,997,121$2,712,917,102
5Portfolio Solutions LLC$764,006$1,355,347,120$1,355,347,120
6Captrust Financial Advisors$496,176$1,031,549,991$1,031,549,991
7Planning Alternatives Ltd.$486,423$1,017,110,504$1,017,110,504
8Sigma Investment Counselors$1,529,756$960,686,847$960,686,847
9Straightline$160,432$854,253,645$68,229,927$922,483,572
10Diversified Portfolios, Inc.$533,512$810,747,637$31,134,615$841,882,252
11LJPR Financial Advisors$249,700$776,068,953$776,068,953
12Cws Financial Advisors LLC$404,085$714,316,991$168,204,717$882,521,708
13Cranbrook Wealth Management$577,449$672,151,070$672,151,070
14Mainstay Capital Management, Llc$91,300$655,348,129$52,045,467$707,393,596
15Vintage Financial Services$1,163,289$608,400,000$608,400,000
16Lvm Capital Management Ltd.$566,087$581,986,592$21,462,030$603,448,622
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
19Columbia Asset Management$683,057$516,015,624$63,899,383$579,915,007
20Starfire Investment Advisers Inc$518,929$471,584,000$12,058,000$483,642,000
21Exchange Capital Management Inc$494,936$464,857,820$1,372,226$466,230,046
22Q3 Asset Management Corporation$46,473$374,986,982$374,986,982
23William Mack & Associates Inc$672,539$339,482,671$2,166,999$341,649,670
24Isto Advisors, LLC$218,611$328,631,788$15,680,685$344,312,473
25Arbor Wealth Advisors$1,414,417$326,259,215$1,885,509$328,144,724
26Baron Wealth Management$754,191$325,901,561$7,450,891$333,352,452
27Grand Wealth Management$679,002$299,328,476$26,592,443$325,920,919
28White Pine Investment Co$355,361$258,347,603$21$258,347,624
29TFG Advisers LLC$181,504$258,161,825$3,203,724$261,365,549
30Gem Asset Management, LLC$320,214$241,441,128$241,441,128
31Cahill Wealth Management$331,886$230,328,572$230,328,572
32Planners Alliance$80,133$230,303,366$230,303,366
33Planning Alternatives Ltd$376,817$206,136,579$40,678,879$246,815,458
34MKD Wealth Coaches, LLC$215,716$203,463,325$14,840,786$218,304,111
35Richmond Brothers, Inc.$108,337$202,922,231$110,170,807$313,093,038
36Financial Strategies Group, Inc$113,048$201,018,254$6,425,449$207,443,703
37Pollock Investment Advisors$380,272$187,093,858$187,093,858
38JVL Associates$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
41Deseranno Wealth Management$586,692$160,167,000$160,167,000
42S.A. Mason$824,560$154,228,650$225,893,454$380,122,104
43Sculati Wealth Management, LLC$209,610$150,500,000$150,500,000
44Taylor & Morgan Asset Management, LLC$168,469$148,252,679$148,252,679
45Sgh Wealth Management$219,660$141,900,158$141,900,158
46Gardey Financial Advisors Inc$261,861$141,061,192$24,958,448$166,019,640
47Rachor Investment Advisory Services, LLC$131,082$139,996,077$139,996,077
48Lvm Capital Management Ltd$374,713$139,018,559$139,018,559
49AMDG Financial$575,379$136,364,772$136,364,772
50Miller Capital$1,025,231$131,210,942$24,624,169$155,835,111
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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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