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 | Brick Capital Management Inc | $101,666,667 | — | $2,440,000,000 | $2,440,000,000 |
| 2 | Sigma Investment Counselors | $1,529,756 | $960,686,847 | — | $960,686,847 |
| 3 | Retirement Income Solutions, Inc. | $1,432,471 | $1,713,234,765 | — | $1,713,234,765 |
| 4 | Arbor Wealth Advisors | $1,414,417 | $326,259,215 | $1,885,509 | $328,144,724 |
| 5 | Vintage Financial Services | $1,163,289 | $608,400,000 | — | $608,400,000 |
| 6 | Miller Capital | $1,025,231 | $131,210,942 | $24,624,169 | $155,835,111 |
| 7 | S.A. Mason | $824,560 | $154,228,650 | $225,893,454 | $380,122,104 |
| 8 | JVL Associates | $795,814 | $186,220,454 | — | $186,220,454 |
| 9 | Portfolio Solutions LLC | $764,006 | $1,355,347,120 | — | $1,355,347,120 |
| 10 | Baron Wealth Management | $754,191 | $325,901,561 | $7,450,891 | $333,352,452 |
| 11 | Mainstay Capital Management | $684,819 | $2,296,719,506 | $189,173,952 | $2,485,893,458 |
| 12 | Columbia Asset Management | $683,057 | $516,015,624 | $63,899,383 | $579,915,007 |
| 13 | Grand Wealth Management | $679,002 | $299,328,476 | $26,592,443 | $325,920,919 |
| 14 | William Mack & Associates Inc | $672,539 | $339,482,671 | $2,166,999 | $341,649,670 |
| 15 | Zhang Financial | $648,403 | $1,369,919,981 | $1,342,997,121 | $2,712,917,102 |
| 16 | Financial Advisory Corporation | $616,199 | $563,102,289 | $103,567 | $563,205,856 |
| 17 | Deseranno Wealth Management | $586,692 | $160,167,000 | — | $160,167,000 |
| 18 | Cranbrook Wealth Management | $577,449 | $672,151,070 | — | $672,151,070 |
| 19 | AMDG Financial | $575,379 | $136,364,772 | — | $136,364,772 |
| 20 | Lvm Capital Management Ltd. | $566,087 | $581,986,592 | $21,462,030 | $603,448,622 |
| 21 | Diversified Portfolios, Inc. | $533,512 | $810,747,637 | $31,134,615 | $841,882,252 |
| 22 | Starfire Investment Advisers Inc | $518,929 | $471,584,000 | $12,058,000 | $483,642,000 |
| 23 | Captrust Financial Advisors | $496,176 | $1,031,549,991 | — | $1,031,549,991 |
| 24 | Exchange Capital Management Inc | $494,936 | $464,857,820 | $1,372,226 | $466,230,046 |
| 25 | Planning Alternatives Ltd. | $486,423 | $1,017,110,504 | — | $1,017,110,504 |
| 26 | Sage Hill Capital | $476,654 | $76,396,866 | $58,972,922 | $135,369,788 |
| 27 | Blue Chip Partners, Inc. | $436,958 | $532,650,451 | $4,371,045 | $537,021,496 |
| 28 | Cws Financial Advisors LLC | $404,085 | $714,316,991 | $168,204,717 | $882,521,708 |
| 29 | Pollock Investment Advisors | $380,272 | $187,093,858 | — | $187,093,858 |
| 30 | Planning Alternatives Ltd | $376,817 | $206,136,579 | $40,678,879 | $246,815,458 |
| 31 | Lvm Capital Management Ltd | $374,713 | $139,018,559 | — | $139,018,559 |
| 32 | White Pine Investment Co | $355,361 | $258,347,603 | $21 | $258,347,624 |
| 33 | Kral Financial Advisors | $354,523 | $117,202,000 | $27,798,000 | $145,000,000 |
| 34 | Cahill Wealth Management | $331,886 | $230,328,572 | — | $230,328,572 |
| 35 | Gem Asset Management, LLC | $320,214 | $241,441,128 | — | $241,441,128 |
| 36 | Gardey Financial Advisors Inc | $261,861 | $141,061,192 | $24,958,448 | $166,019,640 |
| 37 | LJPR Financial Advisors | $249,700 | $776,068,953 | — | $776,068,953 |
| 38 | Advance Capital Management Inc | $248,238 | $2,483,042,049 | $29,128,588 | $2,512,170,637 |
| 39 | Haverdink Financial Management, LLC | $232,584 | $104,895,314 | — | $104,895,314 |
| 40 | Voisard Asset Management Group | $230,813 | $166,621,779 | $487,006 | $167,108,785 |
| 41 | Sgh Wealth Management | $219,660 | $141,900,158 | — | $141,900,158 |
| 42 | Isto Advisors, LLC | $218,611 | $328,631,788 | $15,680,685 | $344,312,473 |
| 43 | MKD Wealth Coaches, LLC | $215,716 | $203,463,325 | $14,840,786 | $218,304,111 |
| 44 | Sculati Wealth Management, LLC | $209,610 | $150,500,000 | — | $150,500,000 |
| 45 | Braeburn Wealth Management, LLC | $208,114 | $126,090,081 | $30,827,999 | $156,918,080 |
| 46 | TFG Advisers LLC | $181,504 | $258,161,825 | $3,203,724 | $261,365,549 |
| 47 | Taylor & Morgan Asset Management, LLC | $168,469 | $148,252,679 | — | $148,252,679 |
| 48 | Premier Estate Planners | $164,471 | $78,491,803 | $78,248,992 | $156,740,795 |
| 49 | Life Plan Financial Advisory Group, LLC | $160,630 | $102,000,000 | — | $102,000,000 |
| 50 | Straightline | $160,432 | $854,253,645 | $68,229,927 | $922,483,572 |
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.
