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
1Life Plan Financial Advisory Group, LLC$160,630$102,000,000$102,000,000
2Haverdink Financial Management, LLC$232,584$104,895,314$104,895,314
3Guidestream Financial, Inc.$86,855$102,661,893$2,519,527$105,181,420
4Reitz Capital Advisors LLC$159,370$108,212,051$108,212,051
5Retirement Resources, LLC$100,012$94,745,253$17,368,533$112,113,786
6J2 Capital Management, Inc.$115,776$123,533,485$123,533,485
7Miller Financial Services LLC$128,782$122,377,878$7,562,965$129,940,843
8Sage Hill Capital$476,654$76,396,866$58,972,922$135,369,788
9AMDG Financial$575,379$136,364,772$136,364,772
10Lvm Capital Management Ltd$374,713$139,018,559$139,018,559
11Rachor Investment Advisory Services, LLC$131,082$139,996,077$139,996,077
12Sgh Wealth Management$219,660$141,900,158$141,900,158
13Kral Financial Advisors$354,523$117,202,000$27,798,000$145,000,000
14Taylor & Morgan Asset Management, LLC$168,469$148,252,679$148,252,679
15Sculati Wealth Management, LLC$209,610$150,500,000$150,500,000
16Miller Capital$1,025,231$131,210,942$24,624,169$155,835,111
17Premier Estate Planners$164,471$78,491,803$78,248,992$156,740,795
18Braeburn Wealth Management, LLC$208,114$126,090,081$30,827,999$156,918,080
19Deseranno Wealth Management$586,692$160,167,000$160,167,000
20Gardey Financial Advisors Inc$261,861$141,061,192$24,958,448$166,019,640
21Voisard Asset Management Group$230,813$166,621,779$487,006$167,108,785
22First Financial Advisors Inc$152,160$168,745,601$168,745,601
23JVL Associates$795,814$186,220,454$186,220,454
24Pollock Investment Advisors$380,272$187,093,858$187,093,858
25Financial Strategies Group, Inc$113,048$201,018,254$6,425,449$207,443,703
26MKD Wealth Coaches, LLC$215,716$203,463,325$14,840,786$218,304,111
27Planners Alliance$80,133$230,303,366$230,303,366
28Cahill Wealth Management$331,886$230,328,572$230,328,572
29Gem Asset Management, LLC$320,214$241,441,128$241,441,128
30Planning Alternatives Ltd$376,817$206,136,579$40,678,879$246,815,458
31White Pine Investment Co$355,361$258,347,603$21$258,347,624
32TFG Advisers LLC$181,504$258,161,825$3,203,724$261,365,549
33Richmond Brothers, Inc.$108,337$202,922,231$110,170,807$313,093,038
34Grand Wealth Management$679,002$299,328,476$26,592,443$325,920,919
35Arbor Wealth Advisors$1,414,417$326,259,215$1,885,509$328,144,724
36Baron Wealth Management$754,191$325,901,561$7,450,891$333,352,452
37William Mack & Associates Inc$672,539$339,482,671$2,166,999$341,649,670
38Isto Advisors, LLC$218,611$328,631,788$15,680,685$344,312,473
39Q3 Asset Management Corporation$46,473$374,986,982$374,986,982
40S.A. Mason$824,560$154,228,650$225,893,454$380,122,104
41Exchange Capital Management Inc$494,936$464,857,820$1,372,226$466,230,046
42Starfire Investment Advisers Inc$518,929$471,584,000$12,058,000$483,642,000
43Blue Chip Partners, Inc.$436,958$532,650,451$4,371,045$537,021,496
44Financial Advisory Corporation$616,199$563,102,289$103,567$563,205,856
45Columbia Asset Management$683,057$516,015,624$63,899,383$579,915,007
46Lvm Capital Management Ltd.$566,087$581,986,592$21,462,030$603,448,622
47Vintage Financial Services$1,163,289$608,400,000$608,400,000
48Cranbrook Wealth Management$577,449$672,151,070$672,151,070
49Mainstay Capital Management, Llc$91,300$655,348,129$52,045,467$707,393,596
50LJPR Financial Advisors$249,700$776,068,953$776,068,953
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Showing 1 to 50 of 62 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 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.

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