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
1R H BLUESTEIN & CO$2,056,339$3,237,812,543$136,639,019$3,374,451,562
2ZHANG FINANCIAL$735,985$1,649,271,866$1,568,455,405$3,217,727,271
3FORMULA FOLIO INVESTMENTS$109,397$2,797,291,092$337,710,903$3,135,001,995
4MAINSTAY CAPITAL MANAGEMENT, LLC$818,365$2,835,030,816$210,106,328$3,045,137,144
5ADVANCE CAPITAL MANAGEMENT INC$275,326$2,921,688,955$33,658,471$2,955,347,426
6RETIREMENT INCOME SOLUTIONS, INC.$1,633,403$1,966,617,358$1,966,617,358
7NORRIS PERNE & FRENCH LLP$999,823$1,660,705,974$1,660,705,974
8PORTFOLIO SOLUTIONS LLC$836,169$1,444,900,440$1,444,900,440
9CAPTRUST FINANCIAL ADVISORS$649,989$1,444,275,931$1,444,275,931
10SIGMA INVESTMENT COUNSELORS$1,821,626$1,222,311,247$1,222,311,247
11PLANNING ALTERNATIVES LTD$525,464$1,168,105,800$1,168,105,800
12DIVERSIFIED PORTFOLIOS, INC.$642,178$998,503,863$36,044,475$1,034,548,338
13STRAIGHTLINE$175,988$932,426,872$54,515,903$986,942,775
14CWS FINANCIAL ADVISORS LLC$396,402$820,492,348$32,960,515$853,452,863
15CRANBROOK WEALTH MANAGEMENT, LLC$697,624$770,874,831$770,874,831
16BLUE CHIP PARTNERS, INC.$536,610$763,377,059$4,512,388$767,889,447
17LVM CAPITAL MANAGEMENT LTD$632,694$690,643,664$22,403,006$713,046,670
18VINTAGE FINANCIAL SERVICES LLC$1,352,039$696,300,000$696,300,000
19FINANCIAL ADVISORY CORPORATION$708,931$678,325,644$120,982$678,446,626
20COLUMBIA ASSET MANAGEMENT, L.L.C.$722,884$590,700,317$51,943,621$642,643,938
21WILLIAM MACK & ASSOCIATES INC$770,725$570,983,298$2,436,111$573,419,409
22EXCHANGE CAPITAL MANAGEMENT INC$590,076$540,353,742$1,926,478$542,280,220
23GREYSTONE FINANCIAL GROUP, LLC$349,383$510,631,447$17,636,040$528,267,487
24S.A. MASON, LLC$910,254$190,570,230$280,030,833$470,601,063
25SKYOAK WEALTH$320,150$414,479,802$43,654,692$458,134,494
26ISTO ADVISORS, LLC$250,631$431,994,611$23,651,787$455,646,398
27KAYDAN WEALTH MANAGEMENT, INC.$218,452$454,380,000$454,380,000
28Q3 ASSET MANAGEMENT CORPORATION$44,267$448,119,094$448,119,094
29LIFECYCLE FINANCIAL PLANNERS INC.$165,291$355,390,631$77,010,331$432,400,962
30NORTHERN FINANCIAL ADVISORS, INC$218,999$315,974,158$90,488,537$406,462,695
31GRAND WEALTH MANAGEMENT, LLC$766,994$370,322,028$33,883,661$404,205,689
32BARON WEALTH MANAGEMENT, LLC$761,980$391,073,845$5,917,806$396,991,651
33ARBOR WEALTH ADVISORS LLC$1,636,219$388,476,823$2,579,451$391,056,274
34WHITE PINE INVESTMENT CO$419,392$323,770,491$323,770,491
35ERTS WEALTH ADVISORS, LLC$185,336$295,000,000$27,300,000$322,300,000
36WOLFF FINANCIAL MANAGEMENT LLC$352,025$298,750,984$5,398,184$304,149,168
37BRIGHT FINANCIAL ADVISORS, INC.$112,424$299,610,599$299,610,599
38FINANCIAL STRATEGIES GROUP, INC$123,864$286,506,793$7,546,165$294,052,958
39GEM ASSET MANAGEMENT, LLC$366,834$292,000,012$292,000,012
40TFG ADVISORS$201,861$283,615,038$283,615,038
41CAHILL WEALTH MANAGEMENT, LLC$373,070$257,791,344$257,791,344
42MKD WEALTH COACHES, LLC$245,541$223,459,885$25,518,955$248,978,840
43RICHMOND BROTHERS, INC.$112,466$234,041,137$234,041,137
44POLLOCK INVESTMENT ADVISORS, LLC$430,403$217,183,870$1,460,726$218,644,596
45VOISARD ASSET MANAGEMENT GROUP$265,195$212,412,261$3,721,999$216,134,260
46JVL ASSOCIATES, LLC$748,522$208,088,978$208,088,978
47BRAEBURN WEALTH MANAGEMENT, LLC$248,995$172,045,628$35,865,009$207,910,637
48FIRST FINANCIAL ADVISORS INC$163,446$201,365,321$201,365,321
49PREMIER ESTATE PLANNERS, LLC$193,578$102,437,596$93,076,202$195,513,798
50AMDG FINANCIAL$701,009$188,571,316$188,571,316
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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 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.