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