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