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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1BERNARD WEALTH MANAGEMENT CORP.$192,274$93,240,291$12,126,055$105,366,346
2BREAKWATER CAPITAL$330,350$109,345,771$109,345,771
3ADVANCED ASSET MANAGEMENT L.L.C.$85,024$110,107,570$83,318$110,190,888
4J2 CAPITAL MANAGEMENT, INC.$128,347$116,667,165$116,667,165
5GUIDESTREAM FINANCIAL, INC.$92,182$114,543,810$3,633,864$118,177,674
6WASHINGTON AVENUE ADVISORS$341,880$120,000,000$120,000,000
7RFM FINANCIAL SOLUTIONS, LLC$211,677$91,538,136$29,117,626$120,655,762
8HAVERDINK FINANCIAL MANAGEMENT, LLC$286,324$124,551,118$124,551,118
9REITZ CAPITAL ADVISORS LLC$199,578$125,334,791$125,334,791
10HEMMING& WEALTH MANAGEMENT, INC.$139,052$125,980,805$125,980,805
11RETIREMENT RESOURCES, LLC$111,499$126,885,306$126,885,306
12LIFE PLAN FINANCIAL ADVISORY GROUP, LLC$200,309$129,600,000$129,600,000
13SCULATI WEALTH MANAGEMENT, LLC$187,063$141,793,685$141,793,685
14SAGE HILL CAPITAL$398,296$109,858,215$34,324,915$144,183,130
15HERON BAY CAPITAL MANAGEMENT$2,031,597$148,306,584$148,306,584
16GPM GROWTH INVESTORS, INC.$938,012$160,400,000$160,400,000
17FIRSTMETRIC$981,393$160,948,470$160,948,470
18RACHOR INVESTMENT ADVISORY SERVICES, LLC$151,174$162,932,230$2,603,764$165,535,994
19MILLER CAPITAL$1,055,765$140,585,658$26,225,183$166,810,841
20MILLER FINANCIAL SERVICES LLC$150,014$150,420,961$16,694,861$167,115,822
21DESERANNO WEALTH MANAGEMENT$619,615$172,872,662$172,872,662
22SGH WEALTH MANAGEMENT$240,641$178,315,131$178,315,131
23GARDEY FINANCIAL ADVISORS INC$294,392$157,360,000$25,752,000$183,112,000
24TAYLOR & MORGAN ASSET MANAGEMENT, LLC$221,478$185,820,196$185,820,196
25AMDG FINANCIAL$701,009$188,571,316$188,571,316
26PREMIER ESTATE PLANNERS, LLC$193,578$102,437,596$93,076,202$195,513,798
27FIRST FINANCIAL ADVISORS INC$163,446$201,365,321$201,365,321
28BRAEBURN WEALTH MANAGEMENT, LLC$248,995$172,045,628$35,865,009$207,910,637
29JVL ASSOCIATES, LLC$748,522$208,088,978$208,088,978
30VOISARD ASSET MANAGEMENT GROUP$265,195$212,412,261$3,721,999$216,134,260
31POLLOCK INVESTMENT ADVISORS, LLC$430,403$217,183,870$1,460,726$218,644,596
32RICHMOND BROTHERS, INC.$112,466$234,041,137$234,041,137
33MKD WEALTH COACHES, LLC$245,541$223,459,885$25,518,955$248,978,840
34CAHILL WEALTH MANAGEMENT, LLC$373,070$257,791,344$257,791,344
35TFG ADVISORS$201,861$283,615,038$283,615,038
36GEM ASSET MANAGEMENT, LLC$366,834$292,000,012$292,000,012
37FINANCIAL STRATEGIES GROUP, INC$123,864$286,506,793$7,546,165$294,052,958
38BRIGHT FINANCIAL ADVISORS, INC.$112,424$299,610,599$299,610,599
39WOLFF FINANCIAL MANAGEMENT LLC$352,025$298,750,984$5,398,184$304,149,168
40ERTS WEALTH ADVISORS, LLC$185,336$295,000,000$27,300,000$322,300,000
41WHITE PINE INVESTMENT CO$419,392$323,770,491$323,770,491
42ARBOR WEALTH ADVISORS LLC$1,636,219$388,476,823$2,579,451$391,056,274
43BARON WEALTH MANAGEMENT, LLC$761,980$391,073,845$5,917,806$396,991,651
44GRAND WEALTH MANAGEMENT, LLC$766,994$370,322,028$33,883,661$404,205,689
45NORTHERN FINANCIAL ADVISORS, INC$218,999$315,974,158$90,488,537$406,462,695
46LIFECYCLE FINANCIAL PLANNERS INC.$165,291$355,390,631$77,010,331$432,400,962
47Q3 ASSET MANAGEMENT CORPORATION$44,267$448,119,094$448,119,094
48KAYDAN WEALTH MANAGEMENT, INC.$218,452$454,380,000$454,380,000
49ISTO ADVISORS, LLC$250,631$431,994,611$23,651,787$455,646,398
50SKYOAK WEALTH$320,150$414,479,802$43,654,692$458,134,494
Next Page »

Showing 1 to 50 of 74 entries

Page 1 | 2

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.