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
1Advance Capital Management Inc$248,238$2,483,042,049$29,128,588$2,512,170,637
2Amdg Financial$575,379$136,364,772$136,364,772
3Arbor Wealth Advisors Llc$1,414,417$326,259,215$1,885,509$328,144,724
4Baron Wealth Management, Llc$754,191$325,901,561$7,450,891$333,352,452
5Blue Chip Partners, Inc.$436,958$532,650,451$4,371,045$537,021,496
6Braeburn Wealth Management, Llc$208,114$126,090,081$30,827,999$156,918,080
7Brick Capital Management Inc$101,666,667$2,440,000,000$2,440,000,000
8Cahill Wealth Management, Llc$331,886$230,328,572$230,328,572
9Captrust Financial Advisors$496,176$1,031,549,991$1,031,549,991
10Columbia Asset Management, L.L.C.$683,057$516,015,624$63,899,383$579,915,007
11Cranbrook Wealth Management, Llc$577,449$672,151,070$672,151,070
12Cws Financial Advisors Llc$404,085$714,316,991$168,204,717$882,521,708
13Deseranno Wealth Management$586,692$160,167,000$160,167,000
14Diversified Portfolios, Inc.$533,512$810,747,637$31,134,615$841,882,252
15Exchange Capital Management Inc$537,596$507,997,575$1,643,488$509,641,063
16Financial Advisory Corporation$616,199$563,102,289$103,567$563,205,856
17Financial Strategies Group, Inc$113,048$201,018,254$6,425,449$207,443,703
18First Financial Advisors Inc$152,160$168,745,601$168,745,601
19Firstmetric$832,586$110,733,967$110,733,967
20Gardey Financial Advisors Inc$261,861$141,061,192$24,958,448$166,019,640
21Gem Asset Management, Llc$320,214$241,441,128$241,441,128
22Grand Wealth Management, Llc$679,002$299,328,476$26,592,443$325,920,919
23Guidestream Financial, Inc.$86,855$102,661,893$2,519,527$105,181,420
24Haverdink Financial Management, Llc$232,584$104,895,314$104,895,314
25Isto Advisors, Llc$218,611$328,631,788$15,680,685$344,312,473
26J2 Capital Management, Inc.$114,977$119,921,104$119,921,104
27Jvl Associates, Llc$795,814$186,220,454$186,220,454
28Life Plan Financial Advisory Group, Llc$160,630$102,000,000$102,000,000
29Lifecycle Financial Planners Inc.$183,295$286,534,260$72,173,406$358,707,666
30Lvm Capital Management Ltd$605,983$630,852,311$26,032,899$656,885,210
31Mainstay Capital Management, Llc$707,483$2,374,042,206$208,979,974$2,583,022,180
32Miller Capital$1,025,231$131,210,942$24,624,169$155,835,111
33Miller Financial Services Llc$128,782$122,377,878$7,562,965$129,940,843
34Mkd Wealth Coaches, Llc$215,716$203,463,325$14,840,786$218,304,111
35Planners Alliance$80,133$230,303,366$230,303,366
36Planning Alternatives Ltd$486,423$1,017,110,504$1,017,110,504
37Pollock Investment Advisors, Llc$380,272$187,093,858$187,093,858
38Portfolio Solutions Llc$764,006$1,355,347,120$1,355,347,120
39Premier Estate Planners, Llc$164,471$78,491,803$78,248,992$156,740,795
40Q3 Asset Management Corporation$46,473$374,986,982$374,986,982
41Rachor Investment Advisory Services, Llc$131,082$139,996,077$139,996,077
42Reitz Capital Advisors Llc$159,370$108,212,051$108,212,051
43Retirement Income Solutions, Inc.$1,432,471$1,713,234,765$1,713,234,765
44Retirement Resources, Llc$100,012$94,745,253$17,368,533$112,113,786
45Rfm Financial Solutions, Llc$166,478$90,123,839$32,070,977$122,194,816
46Richmond Brothers, Inc.$108,337$202,922,231$110,170,807$313,093,038
47S.A. Mason, Llc$824,560$154,228,650$225,893,454$380,122,104
48Sage Hill Capital$476,654$76,396,866$58,972,922$135,369,788
49Sculati Wealth Management, Llc$209,610$150,500,000$150,500,000
50Sgh Wealth Management$223,867$158,945,482$158,945,482
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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.