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
1ADVANCE CAPITAL MANAGEMENT INC$275,326$2,921,688,955$33,658,471$2,955,347,426
2ADVANCED ASSET MANAGEMENT L.L.C.$85,024$110,107,570$83,318$110,190,888
3AMDG FINANCIAL$701,009$188,571,316$188,571,316
4ARBOR WEALTH ADVISORS LLC$1,636,219$388,476,823$2,579,451$391,056,274
5BARON WEALTH MANAGEMENT, LLC$761,980$391,073,845$5,917,806$396,991,651
6BERNARD WEALTH MANAGEMENT CORP.$192,274$93,240,291$12,126,055$105,366,346
7BLUE CHIP PARTNERS, INC.$536,610$763,377,059$4,512,388$767,889,447
8BRAEBURN WEALTH MANAGEMENT, LLC$248,995$172,045,628$35,865,009$207,910,637
9BREAKWATER CAPITAL$330,350$109,345,771$109,345,771
10BRIGHT FINANCIAL ADVISORS, INC.$112,424$299,610,599$299,610,599
11CAHILL WEALTH MANAGEMENT, LLC$373,070$257,791,344$257,791,344
12CAPTRUST FINANCIAL ADVISORS$649,989$1,444,275,931$1,444,275,931
13COLUMBIA ASSET MANAGEMENT, L.L.C.$722,884$590,700,317$51,943,621$642,643,938
14CRANBROOK WEALTH MANAGEMENT, LLC$697,624$770,874,831$770,874,831
15CWS FINANCIAL ADVISORS LLC$396,402$820,492,348$32,960,515$853,452,863
16DESERANNO WEALTH MANAGEMENT$619,615$172,872,662$172,872,662
17DIVERSIFIED PORTFOLIOS, INC.$642,178$998,503,863$36,044,475$1,034,548,338
18ERTS WEALTH ADVISORS, LLC$185,336$295,000,000$27,300,000$322,300,000
19EXCHANGE CAPITAL MANAGEMENT INC$590,076$540,353,742$1,926,478$542,280,220
20FINANCIAL ADVISORY CORPORATION$708,931$678,325,644$120,982$678,446,626
21FINANCIAL STRATEGIES GROUP, INC$123,864$286,506,793$7,546,165$294,052,958
22FIRST FINANCIAL ADVISORS INC$163,446$201,365,321$201,365,321
23FIRSTMETRIC$981,393$160,948,470$160,948,470
24FORMULA FOLIO INVESTMENTS$109,397$2,797,291,092$337,710,903$3,135,001,995
25GARDEY FINANCIAL ADVISORS INC$294,392$157,360,000$25,752,000$183,112,000
26GEM ASSET MANAGEMENT, LLC$366,834$292,000,012$292,000,012
27GPM GROWTH INVESTORS, INC.$938,012$160,400,000$160,400,000
28GRAND WEALTH MANAGEMENT, LLC$766,994$370,322,028$33,883,661$404,205,689
29GREYSTONE FINANCIAL GROUP, LLC$349,383$510,631,447$17,636,040$528,267,487
30GUIDESTREAM FINANCIAL, INC.$92,182$114,543,810$3,633,864$118,177,674
31HAVERDINK FINANCIAL MANAGEMENT, LLC$286,324$124,551,118$124,551,118
32HEMMING& WEALTH MANAGEMENT, INC.$139,052$125,980,805$125,980,805
33HERON BAY CAPITAL MANAGEMENT$2,031,597$148,306,584$148,306,584
34ISTO ADVISORS, LLC$250,631$431,994,611$23,651,787$455,646,398
35J2 CAPITAL MANAGEMENT, INC.$128,347$116,667,165$116,667,165
36JVL ASSOCIATES, LLC$748,522$208,088,978$208,088,978
37KAYDAN WEALTH MANAGEMENT, INC.$218,452$454,380,000$454,380,000
38LIFE PLAN FINANCIAL ADVISORY GROUP, LLC$200,309$129,600,000$129,600,000
39LIFECYCLE FINANCIAL PLANNERS INC.$165,291$355,390,631$77,010,331$432,400,962
40LVM CAPITAL MANAGEMENT LTD$632,694$690,643,664$22,403,006$713,046,670
41MAINSTAY CAPITAL MANAGEMENT, LLC$818,365$2,835,030,816$210,106,328$3,045,137,144
42MILLER CAPITAL$1,055,765$140,585,658$26,225,183$166,810,841
43MILLER FINANCIAL SERVICES LLC$150,014$150,420,961$16,694,861$167,115,822
44MKD WEALTH COACHES, LLC$245,541$223,459,885$25,518,955$248,978,840
45NORRIS PERNE & FRENCH LLP$999,823$1,660,705,974$1,660,705,974
46NORTHERN FINANCIAL ADVISORS, INC$218,999$315,974,158$90,488,537$406,462,695
47PLANNING ALTERNATIVES LTD$525,464$1,168,105,800$1,168,105,800
48POLLOCK INVESTMENT ADVISORS, LLC$430,403$217,183,870$1,460,726$218,644,596
49PORTFOLIO SOLUTIONS LLC$836,169$1,444,900,440$1,444,900,440
50PREMIER ESTATE PLANNERS, LLC$193,578$102,437,596$93,076,202$195,513,798
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Showing 1 to 50 of 74 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 Sabrina Straub.

*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.