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
1Brick Capital Management Inc$101,666,667$2,440,000,000$2,440,000,000
2Sigma Investment Counselors$1,529,756$960,686,847$960,686,847
3Retirement Income Solutions, Inc.$1,432,471$1,713,234,765$1,713,234,765
4Arbor Wealth Advisors Llc$1,414,417$326,259,215$1,885,509$328,144,724
5Vintage Financial Services Llc$1,163,289$608,400,000$608,400,000
6Miller Capital$1,025,231$131,210,942$24,624,169$155,835,111
7Firstmetric$832,586$110,733,967$110,733,967
8S.A. Mason, Llc$824,560$154,228,650$225,893,454$380,122,104
9Jvl Associates, Llc$795,814$186,220,454$186,220,454
10Portfolio Solutions Llc$764,006$1,355,347,120$1,355,347,120
11Baron Wealth Management, Llc$754,191$325,901,561$7,450,891$333,352,452
12Mainstay Capital Management, Llc$707,483$2,374,042,206$208,979,974$2,583,022,180
13Columbia Asset Management, L.L.C.$683,057$516,015,624$63,899,383$579,915,007
14Grand Wealth Management, Llc$679,002$299,328,476$26,592,443$325,920,919
15Zhang Financial$648,403$1,369,919,981$1,342,997,121$2,712,917,102
16William Mack & Associates Inc$645,649$479,486,832$2,166,999$481,653,831
17Financial Advisory Corporation$616,199$563,102,289$103,567$563,205,856
18Lvm Capital Management Ltd$605,983$630,852,311$26,032,899$656,885,210
19Deseranno Wealth Management$586,692$160,167,000$160,167,000
20Cranbrook Wealth Management, Llc$577,449$672,151,070$672,151,070
21Amdg Financial$575,379$136,364,772$136,364,772
22Exchange Capital Management Inc$537,596$507,997,575$1,643,488$509,641,063
23Diversified Portfolios, Inc.$533,512$810,747,637$31,134,615$841,882,252
24Starfire Investment Advisers Inc$518,929$471,584,000$12,058,000$483,642,000
25Captrust Financial Advisors$496,176$1,031,549,991$1,031,549,991
26Planning Alternatives Ltd$486,423$1,017,110,504$1,017,110,504
27Sage Hill Capital$476,654$76,396,866$58,972,922$135,369,788
28Blue Chip Partners, Inc.$436,958$532,650,451$4,371,045$537,021,496
29Cws Financial Advisors Llc$404,085$714,316,991$168,204,717$882,521,708
30Pollock Investment Advisors, Llc$380,272$187,093,858$187,093,858
31White Pine Investment Co$355,361$258,347,603$21$258,347,624
32Cahill Wealth Management, Llc$331,886$230,328,572$230,328,572
33Gem Asset Management, Llc$320,214$241,441,128$241,441,128
34Gardey Financial Advisors Inc$261,861$141,061,192$24,958,448$166,019,640
35Advance Capital Management Inc$248,238$2,483,042,049$29,128,588$2,512,170,637
36Haverdink Financial Management, Llc$232,584$104,895,314$104,895,314
37Voisard Asset Management Group$230,813$166,621,779$487,006$167,108,785
38Sgh Wealth Management$223,867$158,945,482$158,945,482
39Isto Advisors, Llc$218,611$328,631,788$15,680,685$344,312,473
40Mkd Wealth Coaches, Llc$215,716$203,463,325$14,840,786$218,304,111
41Sculati Wealth Management, Llc$209,610$150,500,000$150,500,000
42Braeburn Wealth Management, Llc$208,114$126,090,081$30,827,999$156,918,080
43Lifecycle Financial Planners Inc.$183,295$286,534,260$72,173,406$358,707,666
44Tfg Advisors$181,504$258,161,825$3,203,724$261,365,549
45Taylor & Morgan Asset Management, Llc$168,469$148,252,679$148,252,679
46Rfm Financial Solutions, Llc$166,478$90,123,839$32,070,977$122,194,816
47Premier Estate Planners, Llc$164,471$78,491,803$78,248,992$156,740,795
48Life Plan Financial Advisory Group, Llc$160,630$102,000,000$102,000,000
49Straightline$160,432$854,253,645$68,229,927$922,483,572
50Reitz Capital Advisors Llc$159,370$108,212,051$108,212,051
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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 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.