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
51Sigma Investment Counselors, Inc.$622,325$1,431,346,806$1,431,346,806
52Lejeune Puetz Investment Counsel, LLC$3,814,257$308,954,786$308,954,786
53Cranbrook Wealth Management, LLC$744,153$854,287,600$854,287,600
54Retirement Resources, LLC$127,411$133,654,059$133,654,059
55TFG Advisers LLC$245,752$325,867,777$325,867,777
56Planning Alternatives Ltd$1,586,316$1,086,626,640$1,086,626,640
57Retirement Income Solutions, Inc.$1,766,819$2,130,783,499$2,130,783,499
58Heron Bay Capital Management, LLC$1,594,358$200,889,126$200,889,126
59Haverdink Financial Management, LLC$316,798$139,391,000$139,391,000
60Norris Perne & French LLP$1,038,129$1,999,437,216$1,999,437,216
61Gem Asset Management, LLC$389,323$340,267,896$340,267,896
62Taylor & Morgan Wealth Management, LLC$256,127$209,000,000$209,000,000
63Breakwater Capital, LLC$320,972$125,500,000$125,500,000
64Hemming& Wealth Management, Inc.$144,027$151,804,161$151,804,161
65Reitz Capital Advisors LLC$236,177$143,831,791$143,831,791
66GPM Growth Investors, Inc.$482,925$180,614,000$180,614,000
67Kaydan Wealth Management, Inc.$279,601$547,459,112$547,459,112
68Advanced Asset Management L.L.C.$89,689$118,209,506$118,209,506
69Lifeplan Financial Advisory Group, LLC$229,985$148,800,000$148,800,000
70Cahill Wealth Management, LLC$378,959$293,314,143$293,314,143
71Portfolio Solutions LLC$850,466$1,504,474,077$1,504,474,077
72SGH Wealth Management$274,533$225,117,074$225,117,074
73AMDG Financial Advisory Services, LLC$214,971$211,961,082$211,961,082
74Deseranno Corporation$593,658$175,129,139$175,129,139
75J2 Capital Management, Inc.$128,347$116,667,165$116,667,165
76Well Done, LLC$652,946$1,517,445,895$1,517,445,895
77Bright Financial Advisors, Inc.$116,595$347,220,520$347,220,520
78White Pine Investment Company$406,189$341,605,326$341,605,326
79Skyoak Wealth LLC$394,740$409,345,805$409,345,805
80Richmond Brothers, Inc.$121,192$252,806,707$252,806,707
81Shotwell Rutter Baer Inc$160,458$115,529,819$115,529,819
82Sculati Wealth Management, LLC$260,515$212,319,427$212,319,427
83First Financial Advisors Inc$185,569$238,827,819$238,827,819
84Vintage Financial Services LLC$1,498,529$779,235,000$779,235,000
85Firstmetric, LLC$848,609$208,757,709$208,757,709
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Showing 51 to 85 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.