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
1R H Bluestein & Co$2,056,339$3,237,812,543$136,639,019$3,374,451,562
2Advance Capital Management Inc$275,326$2,921,688,955$33,658,471$2,955,347,426
3Mainstay Capital Management, Llc$732,459$2,484,042,582$191,629,509$2,675,672,091
4Retirement Income Solutions, Inc.$1,633,403$1,966,617,358$1,966,617,358
5Norris Perne & French Llp$999,823$1,660,705,974$1,660,705,974
6Zhang Financial$735,985$1,649,271,866$1,568,455,405$3,217,727,271
7Portfolio Solutions Llc$836,169$1,444,900,440$1,444,900,440
8Captrust Financial Advisors$649,989$1,444,275,931$1,444,275,931
9Captrust Financial Advisors$649,989$1,444,275,931$1,444,275,931
10Sigma Investment Counselors$1,821,626$1,222,311,247$1,222,311,247
11Diversified Portfolios, Inc.$642,178$998,503,863$36,044,475$1,034,548,338
12Straightline$175,988$932,426,872$54,515,903$986,942,775
13Cws Financial Advisors Llc$396,402$820,492,348$32,960,515$853,452,863
14Cranbrook Wealth Management, Llc$697,624$770,874,831$770,874,831
15Blue Chip Partners, Inc.$536,610$763,377,059$4,512,388$767,889,447
16Vintage Financial Services Llc$1,352,039$696,300,000$696,300,000
17Financial Advisory Corporation$708,931$678,325,644$120,982$678,446,626
18Lvm Capital Management Ltd$605,983$630,852,311$26,032,899$656,885,210
19Columbia Asset Management, L.L.C.$722,884$590,700,317$51,943,621$642,643,938
20Starfire Investment Advisers Inc$595,506$584,813,000$13,671,000$598,484,000
21William Mack & Associates Inc$770,725$570,983,298$2,436,111$573,419,409
22Exchange Capital Management Inc$590,076$540,353,742$1,926,478$542,280,220
23Q3 Asset Management Corporation$44,267$448,119,094$448,119,094
24Isto Advisors, Llc$250,631$431,994,611$23,651,787$455,646,398
25Baron Wealth Management, Llc$761,980$391,073,845$5,917,806$396,991,651
26Arbor Wealth Advisors Llc$1,636,219$388,476,823$2,579,451$391,056,274
27Grand Wealth Management, Llc$766,994$370,322,028$33,883,661$404,205,689
28Lifecycle Financial Planners Inc.$165,291$355,390,631$77,010,331$432,400,962
29White Pine Investment Co$419,392$323,770,491$323,770,491
30Tfg Advisors$217,996$298,702,642$3,004,049$301,706,691
31Erts Wealth Advisors, Llc$185,336$295,000,000$27,300,000$322,300,000
32Gem Asset Management, Llc$366,834$292,000,012$292,000,012
33Financial Strategies Group, Inc$123,864$286,506,793$7,546,165$294,052,958
34Cahill Wealth Management, Llc$373,070$257,791,344$257,791,344
35Richmond Brothers, Inc.$112,466$234,041,137$234,041,137
36Mkd Wealth Coaches, Llc$245,541$223,459,885$25,518,955$248,978,840
37Pollock Investment Advisors, Llc$430,403$217,183,870$1,460,726$218,644,596
38Voisard Asset Management Group$265,195$212,412,261$3,721,999$216,134,260
39Jvl Associates, Llc$748,522$208,088,978$208,088,978
40First Financial Advisors Inc$163,446$201,365,321$201,365,321
41S.A. Mason, Llc$910,254$190,570,230$280,030,833$470,601,063
42Sgh Wealth Management$240,641$178,315,131$178,315,131
43Braeburn Wealth Management, Llc$248,995$172,045,628$35,865,009$207,910,637
44Rachor Investment Advisory Services, Llc$151,174$162,932,230$2,603,764$165,535,994
45Firstmetric$981,393$160,948,470$160,948,470
46Gpm Growth Investors, Inc.$938,012$160,400,000$160,400,000
47Taylor & Morgan Asset Management, Llc$220,234$159,449,695$159,449,695
48Gardey Financial Advisors Inc$294,392$157,360,000$25,752,000$183,112,000
49Miller Financial Services Llc$150,014$150,420,961$16,694,861$167,115,822
50Heron Bay Capital Management$2,031,597$148,306,584$148,306,584
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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.