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
1ZHANG FINANCIAL$735,985$1,649,271,866$1,568,455,405$3,217,727,271
2FORMULA FOLIO INVESTMENTS$109,397$2,797,291,092$337,710,903$3,135,001,995
3S.A. MASON, LLC$910,254$190,570,230$280,030,833$470,601,063
4MAINSTAY CAPITAL MANAGEMENT, LLC$818,365$2,835,030,816$210,106,328$3,045,137,144
5R H BLUESTEIN & CO$2,056,339$3,237,812,543$136,639,019$3,374,451,562
6WASHINGTON AVENUE ADVISORS$341,880$120,000,000$120,000,000
7PREMIER ESTATE PLANNERS, LLC$193,578$102,437,596$93,076,202$195,513,798
8NORTHERN FINANCIAL ADVISORS, INC$218,999$315,974,158$90,488,537$406,462,695
9LIFECYCLE FINANCIAL PLANNERS INC.$165,291$355,390,631$77,010,331$432,400,962
10STRAIGHTLINE$175,988$932,426,872$54,515,903$986,942,775
11COLUMBIA ASSET MANAGEMENT, L.L.C.$722,884$590,700,317$51,943,621$642,643,938
12SKYOAK WEALTH$320,150$414,479,802$43,654,692$458,134,494
13DIVERSIFIED PORTFOLIOS, INC.$642,178$998,503,863$36,044,475$1,034,548,338
14BRAEBURN WEALTH MANAGEMENT, LLC$248,995$172,045,628$35,865,009$207,910,637
15SAGE HILL CAPITAL$398,296$109,858,215$34,324,915$144,183,130
16GRAND WEALTH MANAGEMENT, LLC$766,994$370,322,028$33,883,661$404,205,689
17ADVANCE CAPITAL MANAGEMENT INC$275,326$2,921,688,955$33,658,471$2,955,347,426
18CWS FINANCIAL ADVISORS LLC$396,402$820,492,348$32,960,515$853,452,863
19RFM FINANCIAL SOLUTIONS, LLC$211,677$91,538,136$29,117,626$120,655,762
20ERTS WEALTH ADVISORS, LLC$185,336$295,000,000$27,300,000$322,300,000
21MILLER CAPITAL$1,055,765$140,585,658$26,225,183$166,810,841
22GARDEY FINANCIAL ADVISORS INC$294,392$157,360,000$25,752,000$183,112,000
23MKD WEALTH COACHES, LLC$245,541$223,459,885$25,518,955$248,978,840
24ISTO ADVISORS, LLC$250,631$431,994,611$23,651,787$455,646,398
25LVM CAPITAL MANAGEMENT LTD$632,694$690,643,664$22,403,006$713,046,670
26GREYSTONE FINANCIAL GROUP, LLC$349,383$510,631,447$17,636,040$528,267,487
27MILLER FINANCIAL SERVICES LLC$150,014$150,420,961$16,694,861$167,115,822
28BERNARD WEALTH MANAGEMENT CORP.$192,274$93,240,291$12,126,055$105,366,346
29FINANCIAL STRATEGIES GROUP, INC$123,864$286,506,793$7,546,165$294,052,958
30BARON WEALTH MANAGEMENT, LLC$761,980$391,073,845$5,917,806$396,991,651
31WOLFF FINANCIAL MANAGEMENT LLC$352,025$298,750,984$5,398,184$304,149,168
32BLUE CHIP PARTNERS, INC.$536,610$763,377,059$4,512,388$767,889,447
33VOISARD ASSET MANAGEMENT GROUP$265,195$212,412,261$3,721,999$216,134,260
34GUIDESTREAM FINANCIAL, INC.$92,182$114,543,810$3,633,864$118,177,674
35RACHOR INVESTMENT ADVISORY SERVICES, LLC$151,174$162,932,230$2,603,764$165,535,994
36ARBOR WEALTH ADVISORS LLC$1,636,219$388,476,823$2,579,451$391,056,274
37WILLIAM MACK & ASSOCIATES INC$770,725$570,983,298$2,436,111$573,419,409
38EXCHANGE CAPITAL MANAGEMENT INC$590,076$540,353,742$1,926,478$542,280,220
39POLLOCK INVESTMENT ADVISORS, LLC$430,403$217,183,870$1,460,726$218,644,596
40FINANCIAL ADVISORY CORPORATION$708,931$678,325,644$120,982$678,446,626
41ADVANCED ASSET MANAGEMENT L.L.C.$85,024$110,107,570$83,318$110,190,888
42SIGMA INVESTMENT COUNSELORS$1,821,626$1,222,311,247$1,222,311,247
43CRANBROOK WEALTH MANAGEMENT, LLC$697,624$770,874,831$770,874,831
44RETIREMENT RESOURCES, LLC$111,499$126,885,306$126,885,306
45TFG ADVISORS$201,861$283,615,038$283,615,038
46PLANNING ALTERNATIVES LTD$525,464$1,168,105,800$1,168,105,800
47RETIREMENT INCOME SOLUTIONS, INC.$1,633,403$1,966,617,358$1,966,617,358
48HERON BAY CAPITAL MANAGEMENT$2,031,597$148,306,584$148,306,584
49HAVERDINK FINANCIAL MANAGEMENT, LLC$286,324$124,551,118$124,551,118
50Q3 ASSET MANAGEMENT CORPORATION$44,267$448,119,094$448,119,094
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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.