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
1R H BLUESTEIN & CO$2,056,339$3,237,812,543$136,639,019$3,374,451,562
2HERON BAY CAPITAL MANAGEMENT$2,031,597$148,306,584$148,306,584
3SIGMA INVESTMENT COUNSELORS$1,821,626$1,222,311,247$1,222,311,247
4ARBOR WEALTH ADVISORS LLC$1,636,219$388,476,823$2,579,451$391,056,274
5RETIREMENT INCOME SOLUTIONS, INC.$1,633,403$1,966,617,358$1,966,617,358
6VINTAGE FINANCIAL SERVICES LLC$1,352,039$696,300,000$696,300,000
7MILLER CAPITAL$1,055,765$140,585,658$26,225,183$166,810,841
8NORRIS PERNE & FRENCH LLP$999,823$1,660,705,974$1,660,705,974
9FIRSTMETRIC$981,393$160,948,470$160,948,470
10GPM GROWTH INVESTORS, INC.$938,012$160,400,000$160,400,000
11S.A. MASON, LLC$910,254$190,570,230$280,030,833$470,601,063
12PORTFOLIO SOLUTIONS LLC$836,169$1,444,900,440$1,444,900,440
13MAINSTAY CAPITAL MANAGEMENT, LLC$818,365$2,835,030,816$210,106,328$3,045,137,144
14WILLIAM MACK & ASSOCIATES INC$770,725$570,983,298$2,436,111$573,419,409
15GRAND WEALTH MANAGEMENT, LLC$766,994$370,322,028$33,883,661$404,205,689
16BARON WEALTH MANAGEMENT, LLC$761,980$391,073,845$5,917,806$396,991,651
17JVL ASSOCIATES, LLC$748,522$208,088,978$208,088,978
18ZHANG FINANCIAL$735,985$1,649,271,866$1,568,455,405$3,217,727,271
19COLUMBIA ASSET MANAGEMENT, L.L.C.$722,884$590,700,317$51,943,621$642,643,938
20FINANCIAL ADVISORY CORPORATION$708,931$678,325,644$120,982$678,446,626
21AMDG FINANCIAL$701,009$188,571,316$188,571,316
22CRANBROOK WEALTH MANAGEMENT, LLC$697,624$770,874,831$770,874,831
23CAPTRUST FINANCIAL ADVISORS$649,989$1,444,275,931$1,444,275,931
24DIVERSIFIED PORTFOLIOS, INC.$642,178$998,503,863$36,044,475$1,034,548,338
25LVM CAPITAL MANAGEMENT LTD$632,694$690,643,664$22,403,006$713,046,670
26DESERANNO WEALTH MANAGEMENT$619,615$172,872,662$172,872,662
27EXCHANGE CAPITAL MANAGEMENT INC$590,076$540,353,742$1,926,478$542,280,220
28BLUE CHIP PARTNERS, INC.$536,610$763,377,059$4,512,388$767,889,447
29PLANNING ALTERNATIVES LTD$525,464$1,168,105,800$1,168,105,800
30POLLOCK INVESTMENT ADVISORS, LLC$430,403$217,183,870$1,460,726$218,644,596
31WHITE PINE INVESTMENT CO$419,392$323,770,491$323,770,491
32SAGE HILL CAPITAL$398,296$109,858,215$34,324,915$144,183,130
33CWS FINANCIAL ADVISORS LLC$396,402$820,492,348$32,960,515$853,452,863
34CAHILL WEALTH MANAGEMENT, LLC$373,070$257,791,344$257,791,344
35GEM ASSET MANAGEMENT, LLC$366,834$292,000,012$292,000,012
36WOLFF FINANCIAL MANAGEMENT LLC$352,025$298,750,984$5,398,184$304,149,168
37GREYSTONE FINANCIAL GROUP, LLC$349,383$510,631,447$17,636,040$528,267,487
38WASHINGTON AVENUE ADVISORS$341,880$120,000,000$120,000,000
39BREAKWATER CAPITAL$330,350$109,345,771$109,345,771
40SKYOAK WEALTH$320,150$414,479,802$43,654,692$458,134,494
41GARDEY FINANCIAL ADVISORS INC$294,392$157,360,000$25,752,000$183,112,000
42HAVERDINK FINANCIAL MANAGEMENT, LLC$286,324$124,551,118$124,551,118
43ADVANCE CAPITAL MANAGEMENT INC$275,326$2,921,688,955$33,658,471$2,955,347,426
44VOISARD ASSET MANAGEMENT GROUP$265,195$212,412,261$3,721,999$216,134,260
45ISTO ADVISORS, LLC$250,631$431,994,611$23,651,787$455,646,398
46BRAEBURN WEALTH MANAGEMENT, LLC$248,995$172,045,628$35,865,009$207,910,637
47MKD WEALTH COACHES, LLC$245,541$223,459,885$25,518,955$248,978,840
48SGH WEALTH MANAGEMENT$240,641$178,315,131$178,315,131
49TAYLOR & MORGAN ASSET MANAGEMENT, LLC$221,478$185,820,196$185,820,196
50NORTHERN FINANCIAL ADVISORS, INC$218,999$315,974,158$90,488,537$406,462,695
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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.