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
    1HEBER FUGER WENDIN INC$28,259,486$326,030,571$7,614,885,017$7,940,915,588
    2LEJEUNE PUETZ INVESTMENT COUNSEL$4,726,831$392,327,000$392,327,000
    3LSIA$2,843,797$912,858,853$912,858,853
    4R.H. BLUESTEIN & CO LLC$2,410,085$4,173,465,693$275,551,135$4,449,016,828
    5ARBOR WEALTH ADVISORS LLC$1,937,630$494,838,805$3,132,126$497,970,931
    6RETIREMENT INCOME SOLUTIONS, INC.$1,932,334$2,403,823,289$2,403,823,289
    7PLANNING ALTERNATIVES LTD$1,823,532$1,219,942,741$1,219,942,741
    8VINTAGE FINANCIAL SERVICES LLC$1,742,283$923,410,000$923,410,000
    9MELONE PRIVATE WEALTH, LLC$1,541,667$160,000,000$25,000,000$185,000,000
    10MILLER CAPITAL$1,341,090$175,530,805$43,066,890$218,597,695
    11HERON BAY CAPITAL MANAGEMENT$1,241,373$240,826,424$240,826,424
    12GPM GROWTH INVESTORS, INC.$1,209,268$216,866,046$2,011,523$218,877,569
    13NPF INVESTMENT ADVISORS$1,071,388$2,310,983,746$2,310,983,746
    14BARON WEALTH MANAGEMENT, LLC$1,067,206$557,323,968$12,564,262$569,888,230
    15MAINSTAY CAPITAL MANAGEMENT, LLC$1,005,404$3,485,153,234$373,587,895$3,858,741,129
    16MOTIVE WEALTH ADVISORS, LLC$1,003,656$246,810,796$1,092,165$247,902,961
    17SGH WEALTH MANAGEMENT$1,002,358$275,648,339$275,648,339
    18FIRSTMETRIC$965,125$252,862,677$252,862,677
    19ZHANG FINANCIAL$948,340$2,748,594,975$2,035,781,811$4,784,376,786
    20DARDEN WEALTH GROUP$933,844$160,947,192$5,277,074$166,224,266
    21JVL WEALTH STRATEGIES$896,968$432,117,837$9,190,652$441,308,489
    22WILLIAM MACK & ASSOCIATES INC$891,501$721,393,000$5,180,000$726,573,000
    23EMERSON WEALTH, LLC$881,560$634,723,340$634,723,340
    24S.A. MASON, LLC$868,200$267,118,513$277,243,010$544,361,523
    25GRAND WEALTH MANAGEMENT, LLC$846,405$573,221,352$9,105,448$582,326,800
    26CRANBROOK WEALTH MANAGEMENT, LLC$831,926$1,002,471,125$1,002,471,125
    27LVM CAPITAL MANAGEMENT LTD$797,188$911,618,606$26,671,629$938,290,235
    28DIVERSIFIED PORTFOLIOS, INC.$794,766$1,431,758,576$34,584,847$1,466,343,423
    29FINANCIAL ADVISORY CORPORATION$792,516$854,325,351$6,786$854,332,137
    30COLUMBIA ASSET MANAGEMENT, L.L.C.$763,416$855,975,945$2,867,022$858,842,967
    31EXCHANGE CAPITAL MANAGEMENT INC$699,836$702,778,588$1,956,378$704,734,966
    32SIGMA INVESTMENT COUNSELORS$674,246$1,669,433,210$1,669,433,210
    33CAPTRUST FINANCIAL ADVISORS$673,665$1,696,348,564$12,740,517$1,709,089,081
    34CND FINANCIAL$662,687$133,200,000$133,200,000
    35DESERANNO WEALTH MANAGEMENT$581,358$172,081,901$172,081,901
    36SAGE HILL CAPITAL$575,282$158,202,436$158,202,436
    37BLUE CHIP PARTNERS, INC.$544,220$1,090,638,705$8,141,800$1,098,780,505
    38CWS FINANCIAL ADVISORS LLC$521,332$1,085,415,998$20,849,659$1,106,265,657
    39CLEAR RIDGE WEALTH MANAGEMENT, LLC$510,106$147,153,971$3,837,466$150,991,437
    40BRAEBURN WEALTH MANAGEMENT, LLC$469,027$245,696,944$50,258,840$295,955,784
    41BRAEBURN WEALTH MANAGEMENT, LLC$469,027$245,696,944$50,258,840$295,955,784
    42WHITE PINE INVESTMENT CO$467,820$399,986,095$399,986,095
    43POLLOCK INVESTMENT ADVISORS, LLC$464,677$289,574,908$3,171,678$292,746,586
    44GEM ASSET MANAGEMENT, LLC$431,332$414,078,422$414,078,422
    45GREYSTONE FINANCIAL GROUP, LLC$422,115$600,348,630$17,206,142$617,554,772
    46SKYOAK WEALTH$418,308$471,851,536$471,851,536
    47WOLFF FINANCIAL MANAGEMENT LLC$410,865$403,533,488$6,098,435$409,631,923
    48CAHILL WEALTH MANAGEMENT, LLC$382,856$329,639,326$329,639,326
    49HAVERDINK FINANCIAL MANAGEMENT, LLC$373,024$154,432,000$154,432,000
    50GARDEY FINANCIAL ADVISORS INC$357,966$180,984,110$36,659,258$217,643,368
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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 Research.

    Reprints: For reprints of these rankings, please contact Caroline Murphy.

    *Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.