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 | $44,267 | $448,119,094 | — | $448,119,094 |
| 2 | ADVANCED ASSET MANAGEMENT L.L.C. | $85,024 | $110,107,570 | $83,318 | $110,190,888 |
| 3 | GUIDESTREAM FINANCIAL, INC. | $92,182 | $114,543,810 | $3,633,864 | $118,177,674 |
| 4 | FORMULA FOLIO INVESTMENTS | $109,397 | $2,797,291,092 | $337,710,903 | $3,135,001,995 |
| 5 | RETIREMENT RESOURCES, LLC | $111,499 | $126,885,306 | — | $126,885,306 |
| 6 | BRIGHT FINANCIAL ADVISORS, INC. | $112,424 | $299,610,599 | — | $299,610,599 |
| 7 | RICHMOND BROTHERS, INC. | $112,466 | $234,041,137 | — | $234,041,137 |
| 8 | FINANCIAL STRATEGIES GROUP, INC | $123,864 | $286,506,793 | $7,546,165 | $294,052,958 |
| 9 | J2 CAPITAL MANAGEMENT, INC. | $128,347 | $116,667,165 | — | $116,667,165 |
| 10 | HEMMING& WEALTH MANAGEMENT, INC. | $139,052 | $125,980,805 | — | $125,980,805 |
| 11 | MILLER FINANCIAL SERVICES LLC | $150,014 | $150,420,961 | $16,694,861 | $167,115,822 |
| 12 | RACHOR INVESTMENT ADVISORY SERVICES, LLC | $151,174 | $162,932,230 | $2,603,764 | $165,535,994 |
| 13 | FIRST FINANCIAL ADVISORS INC | $163,446 | $201,365,321 | — | $201,365,321 |
| 14 | LIFECYCLE FINANCIAL PLANNERS INC. | $165,291 | $355,390,631 | $77,010,331 | $432,400,962 |
| 15 | STRAIGHTLINE | $175,988 | $932,426,872 | $54,515,903 | $986,942,775 |
| 16 | ERTS WEALTH ADVISORS, LLC | $185,336 | $295,000,000 | $27,300,000 | $322,300,000 |
| 17 | SCULATI WEALTH MANAGEMENT, LLC | $187,063 | $141,793,685 | — | $141,793,685 |
| 18 | BERNARD WEALTH MANAGEMENT CORP. | $192,274 | $93,240,291 | $12,126,055 | $105,366,346 |
| 19 | PREMIER ESTATE PLANNERS, LLC | $193,578 | $102,437,596 | $93,076,202 | $195,513,798 |
| 20 | REITZ CAPITAL ADVISORS LLC | $199,578 | $125,334,791 | — | $125,334,791 |
| 21 | LIFE PLAN FINANCIAL ADVISORY GROUP, LLC | $200,309 | $129,600,000 | — | $129,600,000 |
| 22 | TFG ADVISORS | $201,861 | $283,615,038 | — | $283,615,038 |
| 23 | RFM FINANCIAL SOLUTIONS, LLC | $211,677 | $91,538,136 | $29,117,626 | $120,655,762 |
| 24 | KAYDAN WEALTH MANAGEMENT, INC. | $218,452 | $454,380,000 | — | $454,380,000 |
| 25 | NORTHERN FINANCIAL ADVISORS, INC | $218,999 | $315,974,158 | $90,488,537 | $406,462,695 |
| 26 | TAYLOR & MORGAN ASSET MANAGEMENT, LLC | $221,478 | $185,820,196 | — | $185,820,196 |
| 27 | SGH WEALTH MANAGEMENT | $240,641 | $178,315,131 | — | $178,315,131 |
| 28 | MKD WEALTH COACHES, LLC | $245,541 | $223,459,885 | $25,518,955 | $248,978,840 |
| 29 | BRAEBURN WEALTH MANAGEMENT, LLC | $248,995 | $172,045,628 | $35,865,009 | $207,910,637 |
| 30 | ISTO ADVISORS, LLC | $250,631 | $431,994,611 | $23,651,787 | $455,646,398 |
| 31 | VOISARD ASSET MANAGEMENT GROUP | $265,195 | $212,412,261 | $3,721,999 | $216,134,260 |
| 32 | ADVANCE CAPITAL MANAGEMENT INC | $275,326 | $2,921,688,955 | $33,658,471 | $2,955,347,426 |
| 33 | HAVERDINK FINANCIAL MANAGEMENT, LLC | $286,324 | $124,551,118 | — | $124,551,118 |
| 34 | GARDEY FINANCIAL ADVISORS INC | $294,392 | $157,360,000 | $25,752,000 | $183,112,000 |
| 35 | SKYOAK WEALTH | $320,150 | $414,479,802 | $43,654,692 | $458,134,494 |
| 36 | BREAKWATER CAPITAL | $330,350 | $109,345,771 | — | $109,345,771 |
| 37 | WASHINGTON AVENUE ADVISORS | $341,880 | — | $120,000,000 | $120,000,000 |
| 38 | GREYSTONE FINANCIAL GROUP, LLC | $349,383 | $510,631,447 | $17,636,040 | $528,267,487 |
| 39 | WOLFF FINANCIAL MANAGEMENT LLC | $352,025 | $298,750,984 | $5,398,184 | $304,149,168 |
| 40 | GEM ASSET MANAGEMENT, LLC | $366,834 | $292,000,012 | — | $292,000,012 |
| 41 | CAHILL WEALTH MANAGEMENT, LLC | $373,070 | $257,791,344 | — | $257,791,344 |
| 42 | CWS FINANCIAL ADVISORS LLC | $396,402 | $820,492,348 | $32,960,515 | $853,452,863 |
| 43 | SAGE HILL CAPITAL | $398,296 | $109,858,215 | $34,324,915 | $144,183,130 |
| 44 | WHITE PINE INVESTMENT CO | $419,392 | $323,770,491 | — | $323,770,491 |
| 45 | POLLOCK INVESTMENT ADVISORS, LLC | $430,403 | $217,183,870 | $1,460,726 | $218,644,596 |
| 46 | PLANNING ALTERNATIVES LTD | $525,464 | $1,168,105,800 | — | $1,168,105,800 |
| 47 | BLUE CHIP PARTNERS, INC. | $536,610 | $763,377,059 | $4,512,388 | $767,889,447 |
| 48 | EXCHANGE CAPITAL MANAGEMENT INC | $590,076 | $540,353,742 | $1,926,478 | $542,280,220 |
| 49 | DESERANNO WEALTH MANAGEMENT | $619,615 | $172,872,662 | — | $172,872,662 |
| 50 | LVM CAPITAL MANAGEMENT LTD | $632,694 | $690,643,664 | $22,403,006 | $713,046,670 |
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.
