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
1Action Point Financial Planning, LLC$176,751$170,200,000$3,900,000$174,100,000
2Advance Capital Management Inc$306,000$3,408,838,972$42,233,861$3,451,072,833
3Advanced Asset Management L.L.C.$89,689$118,209,506$118,209,506
4AMDG Financial Advisory Services, LLC$214,971$211,961,082$211,961,082
5Arbor Wealth Advisors LLC$1,740,693$431,929,147$3,244,222$435,173,369
6Avery Wealth, Inc.$191,264$165,005,283$1,967,977$166,973,260
7Baron Wealth Management, LLC$935,067$428,570,306$7,171,011$435,741,317
8Bernard Wealth Management Corp.$265,368$118,097,487$18,301,837$136,399,324
9Blue Chip Partners, Inc.$539,444$856,209,261$5,822,689$862,031,950
10Braeburn Wealth Management, LLC$240,013$183,944,787$37,826,944$221,771,731
11Breakwater Capital, LLC$320,972$125,500,000$125,500,000
12Bright Financial Advisors, Inc.$116,595$347,220,520$347,220,520
13Cahill Wealth Management, LLC$378,959$293,314,143$293,314,143
14Columbia Asset Management, L.L.C.$785,459$706,825,577$87,775$706,913,352
15Cranbrook Wealth Management, LLC$744,153$854,287,600$854,287,600
16CWS Financial Advisors LLC$458,062$941,096,450$13,504,394$954,600,844
17Darden Wealth Group, Inc$205,254$131,103,708$2,516,684$133,620,392
18Deseranno Corporation$593,658$175,129,139$175,129,139
19Diversified Portfolios Inc$703,567$1,152,944,551$50,154,328$1,203,098,879
20Emerson Wealth, LLC$802,831$539,502,549$539,502,549
21Erts Wealth Advisors, LLC$212,227$379,000,000$48,000,000$427,000,000
22Exchange Capital Management Inc$644,200$605,598,522$1,882,274$607,480,796
23Financial Advisory Corporation$745,427$731,136,411$127,481$731,263,892
24Financial Strategies Group, Inc$137,957$361,840,593$18,230,834$380,071,427
25First Financial Advisors Inc$185,569$238,827,819$238,827,819
26Firstmetric, LLC$848,609$208,757,709$208,757,709
27Formula Folio Investments, LLC$151,803$2,830,280,439$636,742,811$3,467,023,250
28Gardey Financial Advisors Inc$330,937$173,058,463$27,158,282$200,216,745
29Gem Asset Management, LLC$389,323$340,267,896$340,267,896
30GPM Growth Investors, Inc.$482,925$180,614,000$180,614,000
31Grand Wealth Management, LLC$799,196$446,815,317$40,694,399$487,509,716
32Greystone Financial Group, LLC$386,095$517,117,893$12,604,683$529,722,576
33Guidestream Financial, Inc.$100,442$127,674,217$4,808,379$132,482,596
34Haverdink Financial Management, LLC$316,798$139,391,000$139,391,000
35Hemming& Wealth Management, Inc.$144,027$151,804,161$151,804,161
36Heron Bay Capital Management, LLC$1,594,358$200,889,126$200,889,126
37Independent Wealth Management, LLC$257,695$114,039,009$9,912,180$123,951,189
38Isto Advisors, LLC$288,727$515,301,573$25,195,540$540,497,113
39J2 Capital Management, Inc.$128,347$116,667,165$116,667,165
40JVL Associates, LLC$709,348$259,067,197$20,416,067$279,483,264
41Kaydan Wealth Management, Inc.$279,601$547,459,112$547,459,112
42Lejeune Puetz Investment Counsel, LLC$3,814,257$308,954,786$308,954,786
43Lifecycle Financial Planners Inc.$150,229$391,142,406$130,003,482$521,145,888
44Lifeplan Financial Advisory Group, LLC$229,985$148,800,000$148,800,000
45Lifeworks Advisors, LLC$168,864$101,518,586$20,907,698$122,426,284
46LVM Capital Management Ltd$632,694$690,643,664$22,403,006$713,046,670
47Mainstay Capital Management, LLC$916,099$3,147,839,636$271,957,937$3,419,797,573
48Miller Capital Partners, Inc.$1,133,168$153,278,145$31,428,207$184,706,352
49Miller Financial Services LLC$164,265$188,410,881$20,698,435$209,109,316
50MKD Wealth Coaches, LLC$303,108$268,154,317$35,257,110$303,411,427
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For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*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.