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
1Zhang Financial LLC$857,763$2,212,960,722$1,790,219,214$4,003,179,936
2R H Bluestein & Co$2,178,480$3,677,941,211$204,109,607$3,882,050,818
3Formula Folio Investments, LLC$151,803$2,830,280,439$636,742,811$3,467,023,250
4Advance Capital Management Inc$306,000$3,408,838,972$42,233,861$3,451,072,833
5Mainstay Capital Management, LLC$916,099$3,147,839,636$271,957,937$3,419,797,573
6Retirement Income Solutions, Inc.$1,766,819$2,130,783,499$2,130,783,499
7Norris Perne & French LLP$1,038,129$1,999,437,216$1,999,437,216
8Well Done, LLC$652,946$1,517,445,895$1,517,445,895
9Portfolio Solutions LLC$850,466$1,504,474,077$1,504,474,077
10Sigma Investment Counselors, Inc.$622,325$1,431,346,806$1,431,346,806
11Diversified Portfolios Inc$703,567$1,152,944,551$50,154,328$1,203,098,879
12Planning Alternatives Ltd$1,586,316$1,086,626,640$1,086,626,640
13Straightline Group, LLC$187,281$1,001,745,133$55,083,164$1,056,828,297
14CWS Financial Advisors LLC$458,062$941,096,450$13,504,394$954,600,844
15Blue Chip Partners, Inc.$539,444$856,209,261$5,822,689$862,031,950
16Cranbrook Wealth Management, LLC$744,153$854,287,600$854,287,600
17Sanford Advisory Services, LLC$322,089$800,943,270$20,383,559$821,326,829
18Vintage Financial Services LLC$1,498,529$779,235,000$779,235,000
19Financial Advisory Corporation$745,427$731,136,411$127,481$731,263,892
20Strategies Wealth Advisors, LLC$494,505$627,000,000$93,000,000$720,000,000
21LVM Capital Management Ltd$632,694$690,643,664$22,403,006$713,046,670
22Columbia Asset Management, L.L.C.$785,459$706,825,577$87,775$706,913,352
23William Mack & Associates Inc$862,263$660,718,655$4,086,208$664,804,863
24Exchange Capital Management Inc$644,200$605,598,522$1,882,274$607,480,796
25Kaydan Wealth Management, Inc.$279,601$547,459,112$547,459,112
26Isto Advisors, LLC$288,727$515,301,573$25,195,540$540,497,113
27Emerson Wealth, LLC$802,831$539,502,549$539,502,549
28Q3 Asset Management Corporation$165,402$340,349,222$196,545,918$536,895,140
29Greystone Financial Group, LLC$386,095$517,117,893$12,604,683$529,722,576
30Lifecycle Financial Planners Inc.$150,229$391,142,406$130,003,482$521,145,888
31Grand Wealth Management, LLC$799,196$446,815,317$40,694,399$487,509,716
32S.A. Mason, LLC$830,195$225,386,508$254,466,078$479,852,586
33Northern Financial Advisors, Inc.$245,115$456,116,036$17,936,938$474,052,974
34Baron Wealth Management, LLC$935,067$428,570,306$7,171,011$435,741,317
35Arbor Wealth Advisors LLC$1,740,693$431,929,147$3,244,222$435,173,369
36Erts Wealth Advisors, LLC$212,227$379,000,000$48,000,000$427,000,000
37Skyoak Wealth LLC$394,740$409,345,805$409,345,805
38Financial Strategies Group, Inc$137,957$361,840,593$18,230,834$380,071,427
39Wolff Financial Management LLC$377,994$341,514,709$5,861,963$347,376,672
40Bright Financial Advisors, Inc.$116,595$347,220,520$347,220,520
41White Pine Investment Company$406,189$341,605,326$341,605,326
42Gem Asset Management, LLC$389,323$340,267,896$340,267,896
43TFG Advisers LLC$245,752$325,867,777$325,867,777
44Lejeune Puetz Investment Counsel, LLC$3,814,257$308,954,786$308,954,786
45MKD Wealth Coaches, LLC$303,108$268,154,317$35,257,110$303,411,427
46Cahill Wealth Management, LLC$378,959$293,314,143$293,314,143
47JVL Associates, LLC$709,348$259,067,197$20,416,067$279,483,264
48Vam Group, Inc.$281,629$254,169,914$4,084,010$258,253,924
49Richmond Brothers, Inc.$121,192$252,806,707$252,806,707
50Pollock Investment Advisors, LLC$444,095$245,045,841$538,892$245,584,733
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For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.