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 |
|---|---|---|---|---|---|
| 1 | Q3 Asset Management Corporation | $46,473 | $374,986,982 | — | $374,986,982 |
| 2 | Planners Alliance | $80,133 | $230,303,366 | — | $230,303,366 |
| 3 | Guidestream Financial, Inc. | $86,855 | $102,661,893 | $2,519,527 | $105,181,420 |
| 4 | Mainstay Capital Management, Llc | $91,300 | $655,348,129 | $52,045,467 | $707,393,596 |
| 5 | Retirement Resources, LLC | $100,012 | $94,745,253 | $17,368,533 | $112,113,786 |
| 6 | Richmond Brothers, Inc. | $108,337 | $202,922,231 | $110,170,807 | $313,093,038 |
| 7 | Financial Strategies Group, Inc | $113,048 | $201,018,254 | $6,425,449 | $207,443,703 |
| 8 | J2 Capital Management, Inc. | $115,776 | $123,533,485 | — | $123,533,485 |
| 9 | Miller Financial Services LLC | $128,782 | $122,377,878 | $7,562,965 | $129,940,843 |
| 10 | Rachor Investment Advisory Services, LLC | $131,082 | $139,996,077 | — | $139,996,077 |
| 11 | First Financial Advisors Inc | $152,160 | $168,745,601 | — | $168,745,601 |
| 12 | Reitz Capital Advisors LLC | $159,370 | $108,212,051 | — | $108,212,051 |
| 13 | Straightline | $160,432 | $854,253,645 | $68,229,927 | $922,483,572 |
| 14 | Life Plan Financial Advisory Group, LLC | $160,630 | $102,000,000 | — | $102,000,000 |
| 15 | Premier Estate Planners | $164,471 | $78,491,803 | $78,248,992 | $156,740,795 |
| 16 | Taylor & Morgan Asset Management, LLC | $168,469 | $148,252,679 | — | $148,252,679 |
| 17 | TFG Advisers LLC | $181,504 | $258,161,825 | $3,203,724 | $261,365,549 |
| 18 | Braeburn Wealth Management, LLC | $208,114 | $126,090,081 | $30,827,999 | $156,918,080 |
| 19 | Sculati Wealth Management, LLC | $209,610 | $150,500,000 | — | $150,500,000 |
| 20 | MKD Wealth Coaches, LLC | $215,716 | $203,463,325 | $14,840,786 | $218,304,111 |
| 21 | Isto Advisors, LLC | $218,611 | $328,631,788 | $15,680,685 | $344,312,473 |
| 22 | Sgh Wealth Management | $219,660 | $141,900,158 | — | $141,900,158 |
| 23 | Voisard Asset Management Group | $230,813 | $166,621,779 | $487,006 | $167,108,785 |
| 24 | Haverdink Financial Management, LLC | $232,584 | $104,895,314 | — | $104,895,314 |
| 25 | Advance Capital Management Inc | $248,238 | $2,483,042,049 | $29,128,588 | $2,512,170,637 |
| 26 | LJPR Financial Advisors | $249,700 | $776,068,953 | — | $776,068,953 |
| 27 | Gardey Financial Advisors Inc | $261,861 | $141,061,192 | $24,958,448 | $166,019,640 |
| 28 | Gem Asset Management, LLC | $320,214 | $241,441,128 | — | $241,441,128 |
| 29 | Cahill Wealth Management | $331,886 | $230,328,572 | — | $230,328,572 |
| 30 | Kral Financial Advisors | $354,523 | $117,202,000 | $27,798,000 | $145,000,000 |
| 31 | White Pine Investment Co | $355,361 | $258,347,603 | $21 | $258,347,624 |
| 32 | Lvm Capital Management Ltd | $374,713 | $139,018,559 | — | $139,018,559 |
| 33 | Planning Alternatives Ltd | $376,817 | $206,136,579 | $40,678,879 | $246,815,458 |
| 34 | Pollock Investment Advisors | $380,272 | $187,093,858 | — | $187,093,858 |
| 35 | Cws Financial Advisors LLC | $404,085 | $714,316,991 | $168,204,717 | $882,521,708 |
| 36 | Blue Chip Partners, Inc. | $436,958 | $532,650,451 | $4,371,045 | $537,021,496 |
| 37 | Sage Hill Capital | $476,654 | $76,396,866 | $58,972,922 | $135,369,788 |
| 38 | Planning Alternatives Ltd. | $486,423 | $1,017,110,504 | — | $1,017,110,504 |
| 39 | Exchange Capital Management Inc | $494,936 | $464,857,820 | $1,372,226 | $466,230,046 |
| 40 | Captrust Financial Advisors | $496,176 | $1,031,549,991 | — | $1,031,549,991 |
| 41 | Starfire Investment Advisers Inc | $518,929 | $471,584,000 | $12,058,000 | $483,642,000 |
| 42 | Diversified Portfolios, Inc. | $533,512 | $810,747,637 | $31,134,615 | $841,882,252 |
| 43 | Lvm Capital Management Ltd. | $566,087 | $581,986,592 | $21,462,030 | $603,448,622 |
| 44 | AMDG Financial | $575,379 | $136,364,772 | — | $136,364,772 |
| 45 | Cranbrook Wealth Management | $577,449 | $672,151,070 | — | $672,151,070 |
| 46 | Deseranno Wealth Management | $586,692 | $160,167,000 | — | $160,167,000 |
| 47 | Financial Advisory Corporation | $616,199 | $563,102,289 | $103,567 | $563,205,856 |
| 48 | Zhang Financial | $648,403 | $1,369,919,981 | $1,342,997,121 | $2,712,917,102 |
| 49 | William Mack & Associates Inc | $672,539 | $339,482,671 | $2,166,999 | $341,649,670 |
| 50 | Grand Wealth Management | $679,002 | $299,328,476 | $26,592,443 | $325,920,919 |
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.
