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$2,178,480$3,677,941,211$204,109,607$3,882,050,818
2Advance Capital Management Inc$306,000$3,408,838,972$42,233,861$3,451,072,833
3Mainstay Capital Management, LLC$916,099$3,147,839,636$271,957,937$3,419,797,573
4Formula Folio Investments, LLC$151,803$2,830,280,439$636,742,811$3,467,023,250
5Zhang Financial LLC$857,763$2,212,960,722$1,790,219,214$4,003,179,936
6Retirement Income Solutions, Inc.$1,766,819$2,130,783,499$2,130,783,499
7Norris Perne & French LLP$1,038,129$1,999,437,216$1,999,437,216
8Well Done, LLC$652,946$1,517,445,895$1,517,445,895
9Portfolio Solutions LLC$850,466$1,504,474,077$1,504,474,077
10Sigma Investment Counselors, Inc.$622,325$1,431,346,806$1,431,346,806
11Diversified Portfolios Inc$703,567$1,152,944,551$50,154,328$1,203,098,879
12Planning Alternatives Ltd$1,586,316$1,086,626,640$1,086,626,640
13Straightline Group, LLC$187,281$1,001,745,133$55,083,164$1,056,828,297
14CWS Financial Advisors LLC$458,062$941,096,450$13,504,394$954,600,844
15Blue Chip Partners, Inc.$539,444$856,209,261$5,822,689$862,031,950
16Cranbrook Wealth Management, LLC$744,153$854,287,600$854,287,600
17Sanford Advisory Services, LLC$322,089$800,943,270$20,383,559$821,326,829
18Vintage Financial Services LLC$1,498,529$779,235,000$779,235,000
19Financial Advisory Corporation$745,427$731,136,411$127,481$731,263,892
20Columbia Asset Management, L.L.C.$785,459$706,825,577$87,775$706,913,352
21LVM Capital Management Ltd$632,694$690,643,664$22,403,006$713,046,670
22William Mack & Associates Inc$862,263$660,718,655$4,086,208$664,804,863
23Strategies Wealth Advisors, LLC$494,505$627,000,000$93,000,000$720,000,000
24Exchange Capital Management Inc$644,200$605,598,522$1,882,274$607,480,796
25Kaydan Wealth Management, Inc.$279,601$547,459,112$547,459,112
26Emerson Wealth, LLC$802,831$539,502,549$539,502,549
27Greystone Financial Group, LLC$386,095$517,117,893$12,604,683$529,722,576
28Isto Advisors, LLC$288,727$515,301,573$25,195,540$540,497,113
29Northern Financial Advisors, Inc.$245,115$456,116,036$17,936,938$474,052,974
30Grand Wealth Management, LLC$799,196$446,815,317$40,694,399$487,509,716
31Arbor Wealth Advisors LLC$1,740,693$431,929,147$3,244,222$435,173,369
32Baron Wealth Management, LLC$935,067$428,570,306$7,171,011$435,741,317
33Skyoak Wealth LLC$394,740$409,345,805$409,345,805
34Lifecycle Financial Planners Inc.$150,229$391,142,406$130,003,482$521,145,888
35Erts Wealth Advisors, LLC$212,227$379,000,000$48,000,000$427,000,000
36Financial Strategies Group, Inc$137,957$361,840,593$18,230,834$380,071,427
37Bright Financial Advisors, Inc.$116,595$347,220,520$347,220,520
38White Pine Investment Company$406,189$341,605,326$341,605,326
39Wolff Financial Management LLC$377,994$341,514,709$5,861,963$347,376,672
40Q3 Asset Management Corporation$165,402$340,349,222$196,545,918$536,895,140
41Gem Asset Management, LLC$389,323$340,267,896$340,267,896
42TFG Advisers LLC$245,752$325,867,777$325,867,777
43Lejeune Puetz Investment Counsel, LLC$3,814,257$308,954,786$308,954,786
44Cahill Wealth Management, LLC$378,959$293,314,143$293,314,143
45MKD Wealth Coaches, LLC$303,108$268,154,317$35,257,110$303,411,427
46JVL Associates, LLC$709,348$259,067,197$20,416,067$279,483,264
47Vam Group, Inc.$281,629$254,169,914$4,084,010$258,253,924
48Richmond Brothers, Inc.$121,192$252,806,707$252,806,707
49Pollock Investment Advisors, LLC$444,095$245,045,841$538,892$245,584,733
50First Financial Advisors Inc$185,569$238,827,819$238,827,819
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Showing 1 to 50 of 85 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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.