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$1,414,417$326,259,215$1,885,509$328,144,724
5Vintage Financial Services$1,163,289$608,400,000$608,400,000
6Miller Capital$1,025,231$131,210,942$24,624,169$155,835,111
7S.A. Mason$824,560$154,228,650$225,893,454$380,122,104
8JVL Associates$795,814$186,220,454$186,220,454
9Portfolio Solutions LLC$764,006$1,355,347,120$1,355,347,120
10Baron Wealth Management$754,191$325,901,561$7,450,891$333,352,452
11Mainstay Capital Management$684,819$2,296,719,506$189,173,952$2,485,893,458
12Columbia Asset Management$683,057$516,015,624$63,899,383$579,915,007
13Grand Wealth Management$679,002$299,328,476$26,592,443$325,920,919
14William Mack & Associates Inc$672,539$339,482,671$2,166,999$341,649,670
15Zhang Financial$648,403$1,369,919,981$1,342,997,121$2,712,917,102
16Financial Advisory Corporation$616,199$563,102,289$103,567$563,205,856
17Deseranno Wealth Management$586,692$160,167,000$160,167,000
18Cranbrook Wealth Management$577,449$672,151,070$672,151,070
19AMDG Financial$575,379$136,364,772$136,364,772
20Lvm Capital Management Ltd.$566,087$581,986,592$21,462,030$603,448,622
21Diversified Portfolios, Inc.$533,512$810,747,637$31,134,615$841,882,252
22Starfire Investment Advisers Inc$518,929$471,584,000$12,058,000$483,642,000
23Captrust Financial Advisors$496,176$1,031,549,991$1,031,549,991
24Exchange Capital Management Inc$494,936$464,857,820$1,372,226$466,230,046
25Planning Alternatives Ltd.$486,423$1,017,110,504$1,017,110,504
26Sage Hill Capital$476,654$76,396,866$58,972,922$135,369,788
27Blue Chip Partners, Inc.$436,958$532,650,451$4,371,045$537,021,496
28Cws Financial Advisors LLC$404,085$714,316,991$168,204,717$882,521,708
29Pollock Investment Advisors$380,272$187,093,858$187,093,858
30Planning Alternatives Ltd$376,817$206,136,579$40,678,879$246,815,458
31Lvm Capital Management Ltd$374,713$139,018,559$139,018,559
32White Pine Investment Co$355,361$258,347,603$21$258,347,624
33Kral Financial Advisors$354,523$117,202,000$27,798,000$145,000,000
34Cahill Wealth Management$331,886$230,328,572$230,328,572
35Gem Asset Management, LLC$320,214$241,441,128$241,441,128
36Gardey Financial Advisors Inc$261,861$141,061,192$24,958,448$166,019,640
37LJPR Financial Advisors$249,700$776,068,953$776,068,953
38Advance Capital Management Inc$248,238$2,483,042,049$29,128,588$2,512,170,637
39Haverdink Financial Management, LLC$232,584$104,895,314$104,895,314
40Voisard Asset Management Group$230,813$166,621,779$487,006$167,108,785
41Sgh Wealth Management$219,660$141,900,158$141,900,158
42Isto Advisors, LLC$218,611$328,631,788$15,680,685$344,312,473
43MKD Wealth Coaches, LLC$215,716$203,463,325$14,840,786$218,304,111
44Sculati Wealth Management, LLC$209,610$150,500,000$150,500,000
45Braeburn Wealth Management, LLC$208,114$126,090,081$30,827,999$156,918,080
46TFG Advisers LLC$181,504$258,161,825$3,203,724$261,365,549
47Taylor & Morgan Asset Management, LLC$168,469$148,252,679$148,252,679
48Premier Estate Planners$164,471$78,491,803$78,248,992$156,740,795
49Life Plan Financial Advisory Group, LLC$160,630$102,000,000$102,000,000
50Straightline$160,432$854,253,645$68,229,927$922,483,572
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Showing 1 to 50 of 62 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 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.

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