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
1Retirement Income Solutions, Inc.$1,432,471$1,713,234,765$1,713,234,765
2Portfolio Solutions Llc$764,006$1,355,347,120$1,355,347,120
3Captrust Financial Advisors$496,176$1,031,549,991$1,031,549,991
4Planning Alternatives Ltd$486,423$1,017,110,504$1,017,110,504
5Sigma Investment Counselors$1,529,756$960,686,847$960,686,847
6Cranbrook Wealth Management, Llc$577,449$672,151,070$672,151,070
7Vintage Financial Services Llc$1,163,289$608,400,000$608,400,000
8Q3 Asset Management Corporation$46,473$374,986,982$374,986,982
9Gem Asset Management, Llc$320,214$241,441,128$241,441,128
10Cahill Wealth Management, Llc$331,886$230,328,572$230,328,572
11Planners Alliance$80,133$230,303,366$230,303,366
12Pollock Investment Advisors, Llc$380,272$187,093,858$187,093,858
13Jvl Associates, Llc$795,814$186,220,454$186,220,454
14First Financial Advisors Inc$152,160$168,745,601$168,745,601
15Deseranno Wealth Management$586,692$160,167,000$160,167,000
16Sgh Wealth Management$223,867$158,945,482$158,945,482
17Sculati Wealth Management, Llc$209,610$150,500,000$150,500,000
18Taylor & Morgan Asset Management, Llc$168,469$148,252,679$148,252,679
19Rachor Investment Advisory Services, Llc$131,082$139,996,077$139,996,077
20Amdg Financial$575,379$136,364,772$136,364,772
21J2 Capital Management, Inc.$114,977$119,921,104$119,921,104
23Reitz Capital Advisors Llc$159,370$108,212,051$108,212,051
24Haverdink Financial Management, Llc$232,584$104,895,314$104,895,314
25Life Plan Financial Advisory Group, Llc$160,630$102,000,000$102,000,000
26White Pine Investment Co$355,361$258,347,603$21$258,347,624
27Financial Advisory Corporation$616,199$563,102,289$103,567$563,205,856
28Voisard Asset Management Group$230,813$166,621,779$487,006$167,108,785
29Exchange Capital Management Inc$537,596$507,997,575$1,643,488$509,641,063
30Arbor Wealth Advisors Llc$1,414,417$326,259,215$1,885,509$328,144,724
31William Mack & Associates Inc$645,649$479,486,832$2,166,999$481,653,831
32Guidestream Financial, Inc.$86,855$102,661,893$2,519,527$105,181,420
33Tfg Advisors$181,504$258,161,825$3,203,724$261,365,549
34Blue Chip Partners, Inc.$436,958$532,650,451$4,371,045$537,021,496
35Financial Strategies Group, Inc$113,048$201,018,254$6,425,449$207,443,703
36Baron Wealth Management, Llc$754,191$325,901,561$7,450,891$333,352,452
37Miller Financial Services Llc$128,782$122,377,878$7,562,965$129,940,843
38Starfire Investment Advisers Inc$518,929$471,584,000$12,058,000$483,642,000
39Mkd Wealth Coaches, Llc$215,716$203,463,325$14,840,786$218,304,111
40Isto Advisors, Llc$218,611$328,631,788$15,680,685$344,312,473
41Retirement Resources, Llc$100,012$94,745,253$17,368,533$112,113,786
42Miller Capital$1,025,231$131,210,942$24,624,169$155,835,111
43Gardey Financial Advisors Inc$261,861$141,061,192$24,958,448$166,019,640
44Lvm Capital Management Ltd$605,983$630,852,311$26,032,899$656,885,210
45Grand Wealth Management, Llc$679,002$299,328,476$26,592,443$325,920,919
46Advance Capital Management Inc$248,238$2,483,042,049$29,128,588$2,512,170,637
47Braeburn Wealth Management, Llc$208,114$126,090,081$30,827,999$156,918,080
48Diversified Portfolios, Inc.$533,512$810,747,637$31,134,615$841,882,252
49Rfm Financial Solutions, Llc$166,478$90,123,839$32,070,977$122,194,816
50Sage Hill Capital$476,654$76,396,866$58,972,922$135,369,788
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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.