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