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
    51LSIA$2,843,797$912,858,853$912,858,853
    52LVM CAPITAL MANAGEMENT LTD$797,188$911,618,606$26,671,629$938,290,235
    53MAINSTAY CAPITAL MANAGEMENT, LLC$1,005,404$3,485,153,234$373,587,895$3,858,741,129
    54MELONE PRIVATE WEALTH, LLC$1,541,667$160,000,000$25,000,000$185,000,000
    55MILLER CAPITAL$1,341,090$175,530,805$43,066,890$218,597,695
    56MILLER FINANCIAL SERVICES LLC$166,780$238,752,057$23,426,202$262,178,259
    57MKD WEALTH COACHES, LLC$344,476$320,908,240$28,734,594$349,642,834
    58MOTIVE WEALTH ADVISORS, LLC$1,003,656$246,810,796$1,092,165$247,902,961
    59NORTHERN FINANCIAL ADVISORS, INC$268,165$522,076,563$9,962,456$532,039,019
    60NPF INVESTMENT ADVISORS$1,071,388$2,310,983,746$2,310,983,746
    61OLD MISSION INVESTMENT COMPANY, LLC$349,682$426,323,116$155,198,064$581,521,180
    62PLANNING ALTERNATIVES LTD$1,823,532$1,219,942,741$1,219,942,741
    63POLLOCK INVESTMENT ADVISORS, LLC$464,677$289,574,908$3,171,678$292,746,586
    64PREMIER ESTATE PLANNERS, LLC$218,458$124,389,284$103,244,368$227,633,652
    65Q3 ASSET MANAGEMENT CORPORATION$208,554$478,277,401$315,894,577$794,171,978
    66R.H. BLUESTEIN & CO LLC$2,410,085$4,173,465,693$275,551,135$4,449,016,828
    67RACHOR INVESTMENT ADVISORY SERVICES, LLC$215,918$229,952,952$229,952,952
    68REITZ CAPITAL ADVISORS LLC$277,021$167,874,874$167,874,874
    69RETIREMENT INCOME SOLUTIONS, INC.$1,932,334$2,403,823,289$2,403,823,289
    70RETIREMENT RESOURCES, LLC$137,783$146,187,745$146,187,745
    71RFM FINANCIAL SOLUTIONS, LLC$284,411$137,676,515$39,511,767$177,188,282
    72RICHMOND BROTHERS, INC.$107,316$273,548,051$273,548,051
    73S.A. MASON, LLC$868,200$267,118,513$277,243,010$544,361,523
    74SAGE HILL CAPITAL$575,282$158,202,436$158,202,436
    75SANFORD ADVISORY$349,624$936,529,701$21,091,601$957,621,302
    76SCHWALLIER WEALTH MANAGEMENT$176,712$124,390,689$13,444,883$137,835,572
    77SCOTT SMITH FINANCIAL$198,741$120,640,744$24,837,883$145,478,627
    78SCULATI WEALTH MANAGEMENT, LLC$279,292$255,273,054$255,273,054
    79SGH WEALTH MANAGEMENT$1,002,358$275,648,339$275,648,339
    80SHOTWELL RUTTER BAER INC$227,087$137,387,530$137,387,530
    81SIGMA INVESTMENT COUNSELORS$674,246$1,669,433,210$1,669,433,210
    82SKYOAK WEALTH$418,308$471,851,536$471,851,536
    83STEPHENS CONSULTING, LLC$308,131$666,498,211$94,276,133$760,774,344
    84STRAIGHTLINE$205,936$1,122,421,714$56,766,362$1,179,188,076
    85TAYLOR & MORGAN ASSET MANAGEMENT, LLC$291,120$254,147,833$254,147,833
    86TFG ADVISORS$293,886$368,533,485$368,533,485
    87UP NORTH FINANCIAL, LLC$170,435$132,147,665$1,814,380$133,962,045
    88VINTAGE FINANCIAL SERVICES LLC$1,742,283$923,410,000$923,410,000
    89VOISARD ASSET MANAGEMENT GROUP$283,557$306,690,587$4,938,524$311,629,111
    90WASHINGTON AVENUE ADVISORS$201,670$33,362,290$153,787,236$187,149,526
    91WHITE PINE INVESTMENT CO$467,820$399,986,095$399,986,095
    92WILLIAM MACK & ASSOCIATES INC$891,501$721,393,000$5,180,000$726,573,000
    93WOLFF FINANCIAL MANAGEMENT LLC$410,865$403,533,488$6,098,435$409,631,923
    94ZHANG FINANCIAL$948,340$2,748,594,975$2,035,781,811$4,784,376,786
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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 Research.

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

    *Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.