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
1Emerson Wealth, LLC$802,831$539,502,549$539,502,549
2Sigma Investment Counselors, Inc.$622,325$1,431,346,806$1,431,346,806
3Lejeune Puetz Investment Counsel, LLC$3,814,257$308,954,786$308,954,786
4Cranbrook Wealth Management, LLC$744,153$854,287,600$854,287,600
5Retirement Resources, LLC$127,411$133,654,059$133,654,059
6TFG Advisers LLC$245,752$325,867,777$325,867,777
7Planning Alternatives Ltd$1,586,316$1,086,626,640$1,086,626,640
8Retirement Income Solutions, Inc.$1,766,819$2,130,783,499$2,130,783,499
9Heron Bay Capital Management, LLC$1,594,358$200,889,126$200,889,126
10Haverdink Financial Management, LLC$316,798$139,391,000$139,391,000
11Norris Perne & French LLP$1,038,129$1,999,437,216$1,999,437,216
12Gem Asset Management, LLC$389,323$340,267,896$340,267,896
13Taylor & Morgan Wealth Management, LLC$256,127$209,000,000$209,000,000
14Breakwater Capital, LLC$320,972$125,500,000$125,500,000
15Hemming& Wealth Management, Inc.$144,027$151,804,161$151,804,161
16Reitz Capital Advisors LLC$236,177$143,831,791$143,831,791
17GPM Growth Investors, Inc.$482,925$180,614,000$180,614,000
18Kaydan Wealth Management, Inc.$279,601$547,459,112$547,459,112
19Advanced Asset Management L.L.C.$89,689$118,209,506$118,209,506
20Lifeplan Financial Advisory Group, LLC$229,985$148,800,000$148,800,000
21Cahill Wealth Management, LLC$378,959$293,314,143$293,314,143
22Portfolio Solutions LLC$850,466$1,504,474,077$1,504,474,077
23SGH Wealth Management$274,533$225,117,074$225,117,074
24AMDG Financial Advisory Services, LLC$214,971$211,961,082$211,961,082
25Deseranno Corporation$593,658$175,129,139$175,129,139
26J2 Capital Management, Inc.$128,347$116,667,165$116,667,165
27Well Done, LLC$652,946$1,517,445,895$1,517,445,895
28Bright Financial Advisors, Inc.$116,595$347,220,520$347,220,520
29White Pine Investment Company$406,189$341,605,326$341,605,326
30Skyoak Wealth LLC$394,740$409,345,805$409,345,805
31Richmond Brothers, Inc.$121,192$252,806,707$252,806,707
32Shotwell Rutter Baer Inc$160,458$115,529,819$115,529,819
33Sculati Wealth Management, LLC$260,515$212,319,427$212,319,427
34First Financial Advisors Inc$185,569$238,827,819$238,827,819
35Vintage Financial Services LLC$1,498,529$779,235,000$779,235,000
36Firstmetric, LLC$848,609$208,757,709$208,757,709
37Columbia Asset Management, L.L.C.$785,459$706,825,577$87,775$706,913,352
38Financial Advisory Corporation$745,427$731,136,411$127,481$731,263,892
39Pollock Investment Advisors, LLC$444,095$245,045,841$538,892$245,584,733
40Exchange Capital Management Inc$644,200$605,598,522$1,882,274$607,480,796
41Avery Wealth, Inc.$191,264$165,005,283$1,967,977$166,973,260
42Darden Wealth Group, Inc$205,254$131,103,708$2,516,684$133,620,392
43Rachor Investment Advisory Services, LLC$179,248$191,853,983$2,630,213$194,484,196
44Arbor Wealth Advisors LLC$1,740,693$431,929,147$3,244,222$435,173,369
45Action Point Financial Planning, LLC$176,751$170,200,000$3,900,000$174,100,000
46Vam Group, Inc.$281,629$254,169,914$4,084,010$258,253,924
47William Mack & Associates Inc$862,263$660,718,655$4,086,208$664,804,863
48Guidestream Financial, Inc.$100,442$127,674,217$4,808,379$132,482,596
49Blue Chip Partners, Inc.$539,444$856,209,261$5,822,689$862,031,950
50Wolff Financial Management LLC$377,994$341,514,709$5,861,963$347,376,672
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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 Data.

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

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.