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$1,414,417$326,259,215$1,885,509$328,144,724
4Baron Wealth Management$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$331,886$230,328,572$230,328,572
9Captrust Financial Advisors$496,176$1,031,549,991$1,031,549,991
10Columbia Asset Management$683,057$516,015,624$63,899,383$579,915,007
11Cranbrook Wealth Management$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$494,936$464,857,820$1,372,226$466,230,046
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
19Gardey Financial Advisors Inc$261,861$141,061,192$24,958,448$166,019,640
20Gem Asset Management, LLC$320,214$241,441,128$241,441,128
21Grand Wealth Management$679,002$299,328,476$26,592,443$325,920,919
22Guidestream Financial, Inc.$86,855$102,661,893$2,519,527$105,181,420
23Haverdink Financial Management, LLC$232,584$104,895,314$104,895,314
24Isto Advisors, LLC$218,611$328,631,788$15,680,685$344,312,473
25J2 Capital Management, Inc.$115,776$123,533,485$123,533,485
26JVL Associates$795,814$186,220,454$186,220,454
27Kral Financial Advisors$354,523$117,202,000$27,798,000$145,000,000
28Life Plan Financial Advisory Group, LLC$160,630$102,000,000$102,000,000
29LJPR Financial Advisors$249,700$776,068,953$776,068,953
30Lvm Capital Management Ltd$374,713$139,018,559$139,018,559
31Lvm Capital Management Ltd.$566,087$581,986,592$21,462,030$603,448,622
32Mainstay Capital Management$684,819$2,296,719,506$189,173,952$2,485,893,458
33Mainstay Capital Management, Llc$91,300$655,348,129$52,045,467$707,393,596
34Miller Capital$1,025,231$131,210,942$24,624,169$155,835,111
35Miller Financial Services LLC$128,782$122,377,878$7,562,965$129,940,843
36MKD Wealth Coaches, LLC$215,716$203,463,325$14,840,786$218,304,111
37Planners Alliance$80,133$230,303,366$230,303,366
38Planning Alternatives Ltd$376,817$206,136,579$40,678,879$246,815,458
39Planning Alternatives Ltd.$486,423$1,017,110,504$1,017,110,504
40Pollock Investment Advisors$380,272$187,093,858$187,093,858
41Portfolio Solutions LLC$764,006$1,355,347,120$1,355,347,120
42Premier Estate Planners$164,471$78,491,803$78,248,992$156,740,795
43Q3 Asset Management Corporation$46,473$374,986,982$374,986,982
44Rachor Investment Advisory Services, LLC$131,082$139,996,077$139,996,077
45Reitz Capital Advisors LLC$159,370$108,212,051$108,212,051
46Retirement Income Solutions, Inc.$1,432,471$1,713,234,765$1,713,234,765
47Retirement Resources, LLC$100,012$94,745,253$17,368,533$112,113,786
48Richmond Brothers, Inc.$108,337$202,922,231$110,170,807$313,093,038
49S.A. Mason$824,560$154,228,650$225,893,454$380,122,104
50Sage Hill Capital$476,654$76,396,866$58,972,922$135,369,788
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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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