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
1SIGMA INVESTMENT COUNSELORS$1,821,626$1,222,311,247$1,222,311,247
2CRANBROOK WEALTH MANAGEMENT, LLC$697,624$770,874,831$770,874,831
3RETIREMENT RESOURCES, LLC$111,499$126,885,306$126,885,306
4TFG ADVISORS$201,861$283,615,038$283,615,038
5PLANNING ALTERNATIVES LTD$525,464$1,168,105,800$1,168,105,800
6RETIREMENT INCOME SOLUTIONS, INC.$1,633,403$1,966,617,358$1,966,617,358
7HERON BAY CAPITAL MANAGEMENT$2,031,597$148,306,584$148,306,584
8HAVERDINK FINANCIAL MANAGEMENT, LLC$286,324$124,551,118$124,551,118
9Q3 ASSET MANAGEMENT CORPORATION$44,267$448,119,094$448,119,094
10NORRIS PERNE & FRENCH LLP$999,823$1,660,705,974$1,660,705,974
11GEM ASSET MANAGEMENT, LLC$366,834$292,000,012$292,000,012
12TAYLOR & MORGAN ASSET MANAGEMENT, LLC$221,478$185,820,196$185,820,196
13BREAKWATER CAPITAL$330,350$109,345,771$109,345,771
14HEMMING& WEALTH MANAGEMENT, INC.$139,052$125,980,805$125,980,805
15REITZ CAPITAL ADVISORS LLC$199,578$125,334,791$125,334,791
16JVL ASSOCIATES, LLC$748,522$208,088,978$208,088,978
17GPM GROWTH INVESTORS, INC.$938,012$160,400,000$160,400,000
18KAYDAN WEALTH MANAGEMENT, INC.$218,452$454,380,000$454,380,000
19LIFE PLAN FINANCIAL ADVISORY GROUP, LLC$200,309$129,600,000$129,600,000
20CAHILL WEALTH MANAGEMENT, LLC$373,070$257,791,344$257,791,344
21PORTFOLIO SOLUTIONS LLC$836,169$1,444,900,440$1,444,900,440
22SGH WEALTH MANAGEMENT$240,641$178,315,131$178,315,131
23AMDG FINANCIAL$701,009$188,571,316$188,571,316
24DESERANNO WEALTH MANAGEMENT$619,615$172,872,662$172,872,662
25J2 CAPITAL MANAGEMENT, INC.$128,347$116,667,165$116,667,165
26CAPTRUST FINANCIAL ADVISORS$649,989$1,444,275,931$1,444,275,931
27BRIGHT FINANCIAL ADVISORS, INC.$112,424$299,610,599$299,610,599
28WHITE PINE INVESTMENT CO$419,392$323,770,491$323,770,491
29RICHMOND BROTHERS, INC.$112,466$234,041,137$234,041,137
30SCULATI WEALTH MANAGEMENT, LLC$187,063$141,793,685$141,793,685
31FIRST FINANCIAL ADVISORS INC$163,446$201,365,321$201,365,321
32VINTAGE FINANCIAL SERVICES LLC$1,352,039$696,300,000$696,300,000
33FIRSTMETRIC$981,393$160,948,470$160,948,470
34ADVANCED ASSET MANAGEMENT L.L.C.$85,024$110,107,570$83,318$110,190,888
35FINANCIAL ADVISORY CORPORATION$708,931$678,325,644$120,982$678,446,626
36POLLOCK INVESTMENT ADVISORS, LLC$430,403$217,183,870$1,460,726$218,644,596
37EXCHANGE CAPITAL MANAGEMENT INC$590,076$540,353,742$1,926,478$542,280,220
38WILLIAM MACK & ASSOCIATES INC$770,725$570,983,298$2,436,111$573,419,409
39ARBOR WEALTH ADVISORS LLC$1,636,219$388,476,823$2,579,451$391,056,274
40RACHOR INVESTMENT ADVISORY SERVICES, LLC$151,174$162,932,230$2,603,764$165,535,994
41GUIDESTREAM FINANCIAL, INC.$92,182$114,543,810$3,633,864$118,177,674
42VOISARD ASSET MANAGEMENT GROUP$265,195$212,412,261$3,721,999$216,134,260
43BLUE CHIP PARTNERS, INC.$536,610$763,377,059$4,512,388$767,889,447
44WOLFF FINANCIAL MANAGEMENT LLC$352,025$298,750,984$5,398,184$304,149,168
45BARON WEALTH MANAGEMENT, LLC$761,980$391,073,845$5,917,806$396,991,651
46FINANCIAL STRATEGIES GROUP, INC$123,864$286,506,793$7,546,165$294,052,958
47BERNARD WEALTH MANAGEMENT CORP.$192,274$93,240,291$12,126,055$105,366,346
48MILLER FINANCIAL SERVICES LLC$150,014$150,420,961$16,694,861$167,115,822
49GREYSTONE FINANCIAL GROUP, LLC$349,383$510,631,447$17,636,040$528,267,487
50LVM CAPITAL MANAGEMENT LTD$632,694$690,643,664$22,403,006$713,046,670
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Showing 1 to 50 of 74 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 Sabrina Straub.

*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.