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
1Q3 Asset Management Corporation$44,267$448,119,094$448,119,094
2Guidestream Financial, Inc.$92,182$114,543,810$3,633,864$118,177,674
3Retirement Resources, Llc$111,499$126,885,306$126,885,306
4Richmond Brothers, Inc.$112,466$234,041,137$234,041,137
5J2 Capital Management, Inc.$114,977$119,921,104$119,921,104
6Financial Strategies Group, Inc$123,864$286,506,793$7,546,165$294,052,958
7Hemming& Wealth Management, Inc.$139,052$125,980,805$125,980,805
8Miller Financial Services Llc$150,014$150,420,961$16,694,861$167,115,822
9Rachor Investment Advisory Services, Llc$151,174$162,932,230$2,603,764$165,535,994
10First Financial Advisors Inc$163,446$201,365,321$201,365,321
11Lifecycle Financial Planners Inc.$165,291$355,390,631$77,010,331$432,400,962
12Straightline$175,988$932,426,872$54,515,903$986,942,775
13Erts Wealth Advisors, Llc$185,336$295,000,000$27,300,000$322,300,000
14Sculati Wealth Management, Llc$187,063$141,793,685$141,793,685
15Premier Estate Planners, Llc$193,578$102,437,596$93,076,202$195,513,798
16Reitz Capital Advisors Llc$199,578$125,334,791$125,334,791
17Life Plan Financial Advisory Group, Llc$200,309$129,600,000$129,600,000
18Rfm Financial Solutions, Llc$211,677$91,538,136$29,117,626$120,655,762
19Tfg Advisors$217,996$298,702,642$3,004,049$301,706,691
20Taylor & Morgan Asset Management, Llc$220,234$159,449,695$159,449,695
21Sgh Wealth Management$240,641$178,315,131$178,315,131
22Mkd Wealth Coaches, Llc$245,541$223,459,885$25,518,955$248,978,840
23Braeburn Wealth Management, Llc$248,995$172,045,628$35,865,009$207,910,637
24Isto Advisors, Llc$250,631$431,994,611$23,651,787$455,646,398
25Voisard Asset Management Group$265,195$212,412,261$3,721,999$216,134,260
26Advance Capital Management Inc$275,326$2,921,688,955$33,658,471$2,955,347,426
27Haverdink Financial Management, Llc$286,324$124,551,118$124,551,118
28Gardey Financial Advisors Inc$294,392$157,360,000$25,752,000$183,112,000
29Breakwater Capital$330,350$109,345,771$109,345,771
30Gem Asset Management, Llc$366,834$292,000,012$292,000,012
31Cahill Wealth Management, Llc$373,070$257,791,344$257,791,344
32Cws Financial Advisors Llc$396,402$820,492,348$32,960,515$853,452,863
33Sage Hill Capital$398,296$109,858,215$34,324,915$144,183,130
34White Pine Investment Co$419,392$323,770,491$323,770,491
35Pollock Investment Advisors, Llc$430,403$217,183,870$1,460,726$218,644,596
36Blue Chip Partners, Inc.$536,610$763,377,059$4,512,388$767,889,447
37Exchange Capital Management Inc$590,076$540,353,742$1,926,478$542,280,220
38Starfire Investment Advisers Inc$595,506$584,813,000$13,671,000$598,484,000
39Lvm Capital Management Ltd$605,983$630,852,311$26,032,899$656,885,210
40Diversified Portfolios, Inc.$642,178$998,503,863$36,044,475$1,034,548,338
41Captrust Financial Advisors$649,989$1,444,275,931$1,444,275,931
42Captrust Financial Advisors$649,989$1,444,275,931$1,444,275,931
43Cranbrook Wealth Management, Llc$697,624$770,874,831$770,874,831
44Financial Advisory Corporation$708,931$678,325,644$120,982$678,446,626
45Columbia Asset Management, L.L.C.$722,884$590,700,317$51,943,621$642,643,938
46Mainstay Capital Management, Llc$732,459$2,484,042,582$191,629,509$2,675,672,091
47Zhang Financial$735,985$1,649,271,866$1,568,455,405$3,217,727,271
48Jvl Associates, Llc$748,522$208,088,978$208,088,978
49Baron Wealth Management, Llc$761,980$391,073,845$5,917,806$396,991,651
50Grand Wealth Management, Llc$766,994$370,322,028$33,883,661$404,205,689
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Showing 1 to 50 of 64 entries

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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.