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
2ADVANCED ASSET MANAGEMENT L.L.C.$85,024$110,107,570$83,318$110,190,888
3GUIDESTREAM FINANCIAL, INC.$92,182$114,543,810$3,633,864$118,177,674
4FORMULA FOLIO INVESTMENTS$109,397$2,797,291,092$337,710,903$3,135,001,995
5RETIREMENT RESOURCES, LLC$111,499$126,885,306$126,885,306
6BRIGHT FINANCIAL ADVISORS, INC.$112,424$299,610,599$299,610,599
7RICHMOND BROTHERS, INC.$112,466$234,041,137$234,041,137
8FINANCIAL STRATEGIES GROUP, INC$123,864$286,506,793$7,546,165$294,052,958
9J2 CAPITAL MANAGEMENT, INC.$128,347$116,667,165$116,667,165
10HEMMING& WEALTH MANAGEMENT, INC.$139,052$125,980,805$125,980,805
11MILLER FINANCIAL SERVICES LLC$150,014$150,420,961$16,694,861$167,115,822
12RACHOR INVESTMENT ADVISORY SERVICES, LLC$151,174$162,932,230$2,603,764$165,535,994
13FIRST FINANCIAL ADVISORS INC$163,446$201,365,321$201,365,321
14LIFECYCLE FINANCIAL PLANNERS INC.$165,291$355,390,631$77,010,331$432,400,962
15STRAIGHTLINE$175,988$932,426,872$54,515,903$986,942,775
16ERTS WEALTH ADVISORS, LLC$185,336$295,000,000$27,300,000$322,300,000
17SCULATI WEALTH MANAGEMENT, LLC$187,063$141,793,685$141,793,685
18BERNARD WEALTH MANAGEMENT CORP.$192,274$93,240,291$12,126,055$105,366,346
19PREMIER ESTATE PLANNERS, LLC$193,578$102,437,596$93,076,202$195,513,798
20REITZ CAPITAL ADVISORS LLC$199,578$125,334,791$125,334,791
21LIFE PLAN FINANCIAL ADVISORY GROUP, LLC$200,309$129,600,000$129,600,000
22TFG ADVISORS$201,861$283,615,038$283,615,038
23RFM FINANCIAL SOLUTIONS, LLC$211,677$91,538,136$29,117,626$120,655,762
24KAYDAN WEALTH MANAGEMENT, INC.$218,452$454,380,000$454,380,000
25NORTHERN FINANCIAL ADVISORS, INC$218,999$315,974,158$90,488,537$406,462,695
26TAYLOR & MORGAN ASSET MANAGEMENT, LLC$221,478$185,820,196$185,820,196
27SGH WEALTH MANAGEMENT$240,641$178,315,131$178,315,131
28MKD WEALTH COACHES, LLC$245,541$223,459,885$25,518,955$248,978,840
29BRAEBURN WEALTH MANAGEMENT, LLC$248,995$172,045,628$35,865,009$207,910,637
30ISTO ADVISORS, LLC$250,631$431,994,611$23,651,787$455,646,398
31VOISARD ASSET MANAGEMENT GROUP$265,195$212,412,261$3,721,999$216,134,260
32ADVANCE CAPITAL MANAGEMENT INC$275,326$2,921,688,955$33,658,471$2,955,347,426
33HAVERDINK FINANCIAL MANAGEMENT, LLC$286,324$124,551,118$124,551,118
34GARDEY FINANCIAL ADVISORS INC$294,392$157,360,000$25,752,000$183,112,000
35SKYOAK WEALTH$320,150$414,479,802$43,654,692$458,134,494
36BREAKWATER CAPITAL$330,350$109,345,771$109,345,771
37WASHINGTON AVENUE ADVISORS$341,880$120,000,000$120,000,000
38GREYSTONE FINANCIAL GROUP, LLC$349,383$510,631,447$17,636,040$528,267,487
39WOLFF FINANCIAL MANAGEMENT LLC$352,025$298,750,984$5,398,184$304,149,168
40GEM ASSET MANAGEMENT, LLC$366,834$292,000,012$292,000,012
41CAHILL WEALTH MANAGEMENT, LLC$373,070$257,791,344$257,791,344
42CWS FINANCIAL ADVISORS LLC$396,402$820,492,348$32,960,515$853,452,863
43SAGE HILL CAPITAL$398,296$109,858,215$34,324,915$144,183,130
44WHITE PINE INVESTMENT CO$419,392$323,770,491$323,770,491
45POLLOCK INVESTMENT ADVISORS, LLC$430,403$217,183,870$1,460,726$218,644,596
46PLANNING ALTERNATIVES LTD$525,464$1,168,105,800$1,168,105,800
47BLUE CHIP PARTNERS, INC.$536,610$763,377,059$4,512,388$767,889,447
48EXCHANGE CAPITAL MANAGEMENT INC$590,076$540,353,742$1,926,478$542,280,220
49DESERANNO WEALTH MANAGEMENT$619,615$172,872,662$172,872,662
50LVM CAPITAL MANAGEMENT LTD$632,694$690,643,664$22,403,006$713,046,670
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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 Sabrina Straub.

*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.