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

Showing 1 to 50 of 62 entries

Page 1 | 2

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.