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
1Lejeune Puetz Investment Counsel, LLC$3,814,257$308,954,786$308,954,786
2R H Bluestein & Co$2,178,480$3,677,941,211$204,109,607$3,882,050,818
3Retirement Income Solutions, Inc.$1,766,819$2,130,783,499$2,130,783,499
4Arbor Wealth Advisors LLC$1,740,693$431,929,147$3,244,222$435,173,369
5Heron Bay Capital Management, LLC$1,594,358$200,889,126$200,889,126
6Planning Alternatives Ltd$1,586,316$1,086,626,640$1,086,626,640
7Vintage Financial Services LLC$1,498,529$779,235,000$779,235,000
8Miller Capital Partners, Inc.$1,133,168$153,278,145$31,428,207$184,706,352
9Norris Perne & French LLP$1,038,129$1,999,437,216$1,999,437,216
10Baron Wealth Management, LLC$935,067$428,570,306$7,171,011$435,741,317
11Mainstay Capital Management, LLC$916,099$3,147,839,636$271,957,937$3,419,797,573
12William Mack & Associates Inc$862,263$660,718,655$4,086,208$664,804,863
13Zhang Financial LLC$857,763$2,212,960,722$1,790,219,214$4,003,179,936
14Portfolio Solutions LLC$850,466$1,504,474,077$1,504,474,077
15Firstmetric, LLC$848,609$208,757,709$208,757,709
16S.A. Mason, LLC$830,195$225,386,508$254,466,078$479,852,586
17Emerson Wealth, LLC$802,831$539,502,549$539,502,549
18Grand Wealth Management, LLC$799,196$446,815,317$40,694,399$487,509,716
19Columbia Asset Management, L.L.C.$785,459$706,825,577$87,775$706,913,352
20Financial Advisory Corporation$745,427$731,136,411$127,481$731,263,892
21Cranbrook Wealth Management, LLC$744,153$854,287,600$854,287,600
22JVL Associates, LLC$709,348$259,067,197$20,416,067$279,483,264
23Diversified Portfolios Inc$703,567$1,152,944,551$50,154,328$1,203,098,879
24Well Done, LLC$652,946$1,517,445,895$1,517,445,895
25Exchange Capital Management Inc$644,200$605,598,522$1,882,274$607,480,796
26LVM Capital Management Ltd$632,694$690,643,664$22,403,006$713,046,670
27Sigma Investment Counselors, Inc.$622,325$1,431,346,806$1,431,346,806
28Deseranno Corporation$593,658$175,129,139$175,129,139
29Sage Hill Capital L.L.C.$551,524$143,936,358$25,933,095$169,869,453
30Blue Chip Partners, Inc.$539,444$856,209,261$5,822,689$862,031,950
31Strategies Wealth Advisors, LLC$494,505$627,000,000$93,000,000$720,000,000
32Washington Avenue Advisors, LLC$492,308$10,000,000$150,000,000$160,000,000
33GPM Growth Investors, Inc.$482,925$180,614,000$180,614,000
34CWS Financial Advisors LLC$458,062$941,096,450$13,504,394$954,600,844
35Pollock Investment Advisors, LLC$444,095$245,045,841$538,892$245,584,733
36White Pine Investment Company$406,189$341,605,326$341,605,326
37Skyoak Wealth LLC$394,740$409,345,805$409,345,805
38Gem Asset Management, LLC$389,323$340,267,896$340,267,896
39Greystone Financial Group, LLC$386,095$517,117,893$12,604,683$529,722,576
40Cahill Wealth Management, LLC$378,959$293,314,143$293,314,143
41Wolff Financial Management LLC$377,994$341,514,709$5,861,963$347,376,672
42Gardey Financial Advisors Inc$330,937$173,058,463$27,158,282$200,216,745
43Sanford Advisory Services, LLC$322,089$800,943,270$20,383,559$821,326,829
44Breakwater Capital, LLC$320,972$125,500,000$125,500,000
45Haverdink Financial Management, LLC$316,798$139,391,000$139,391,000
46Advance Capital Management Inc$306,000$3,408,838,972$42,233,861$3,451,072,833
47MKD Wealth Coaches, LLC$303,108$268,154,317$35,257,110$303,411,427
48Isto Advisors, LLC$288,727$515,301,573$25,195,540$540,497,113
49Vam Group, Inc.$281,629$254,169,914$4,084,010$258,253,924
50Kaydan Wealth Management, Inc.$279,601$547,459,112$547,459,112
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Showing 1 to 50 of 85 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 Carline Murphy.

*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.