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
3Advance Capital Management Inc$275,326$2,921,688,955$33,658,471$2,955,347,426
4Mainstay Capital Management, Llc$732,459$2,484,042,582$191,629,509$2,675,672,091
5Brick Capital Management Inc$122,333,333$2,569,000,000$2,569,000,000
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
10Captrust Financial Advisors$649,989$1,444,275,931$1,444,275,931
11Sigma Investment Counselors$1,821,626$1,222,311,247$1,222,311,247
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
17Vintage Financial Services Llc$1,352,039$696,300,000$696,300,000
18Financial Advisory Corporation$708,931$678,325,644$120,982$678,446,626
19Lvm Capital Management Ltd$605,983$630,852,311$26,032,899$656,885,210
20Columbia Asset Management, L.L.C.$722,884$590,700,317$51,943,621$642,643,938
21Starfire Investment Advisers Inc$595,506$584,813,000$13,671,000$598,484,000
22William Mack & Associates Inc$770,725$570,983,298$2,436,111$573,419,409
23Exchange Capital Management Inc$590,076$540,353,742$1,926,478$542,280,220
24S.A. Mason, Llc$910,254$190,570,230$280,030,833$470,601,063
25Isto Advisors, Llc$250,631$431,994,611$23,651,787$455,646,398
26Q3 Asset Management Corporation$44,267$448,119,094$448,119,094
27Lifecycle Financial Planners Inc.$165,291$355,390,631$77,010,331$432,400,962
28Grand Wealth Management, Llc$766,994$370,322,028$33,883,661$404,205,689
29Baron Wealth Management, Llc$761,980$391,073,845$5,917,806$396,991,651
30Arbor Wealth Advisors Llc$1,636,219$388,476,823$2,579,451$391,056,274
31White Pine Investment Co$419,392$323,770,491$323,770,491
32Erts Wealth Advisors, Llc$185,336$295,000,000$27,300,000$322,300,000
33Tfg Advisors$217,996$298,702,642$3,004,049$301,706,691
34Financial Strategies Group, Inc$123,864$286,506,793$7,546,165$294,052,958
35Gem Asset Management, Llc$366,834$292,000,012$292,000,012
36Cahill Wealth Management, Llc$373,070$257,791,344$257,791,344
37Mkd Wealth Coaches, Llc$245,541$223,459,885$25,518,955$248,978,840
38Richmond Brothers, Inc.$112,466$234,041,137$234,041,137
39Pollock Investment Advisors, Llc$430,403$217,183,870$1,460,726$218,644,596
40Voisard Asset Management Group$265,195$212,412,261$3,721,999$216,134,260
41Jvl Associates, Llc$748,522$208,088,978$208,088,978
42Braeburn Wealth Management, Llc$248,995$172,045,628$35,865,009$207,910,637
43First Financial Advisors Inc$163,446$201,365,321$201,365,321
44Premier Estate Planners, Llc$193,578$102,437,596$93,076,202$195,513,798
45Gardey Financial Advisors Inc$294,392$157,360,000$25,752,000$183,112,000
46Sgh Wealth Management$240,641$178,315,131$178,315,131
47Miller Financial Services Llc$150,014$150,420,961$16,694,861$167,115,822
48Miller Capital$1,055,765$140,585,658$26,225,183$166,810,841
49Rachor Investment Advisory Services, Llc$151,174$162,932,230$2,603,764$165,535,994
50Firstmetric$981,393$160,948,470$160,948,470
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Showing 1 to 50 of 64 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.