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
1WASHINGTON AVENUE ADVISORS$341,880$120,000,000$120,000,000
2RFM FINANCIAL SOLUTIONS, LLC$211,677$91,538,136$29,117,626$120,655,762
3BERNARD WEALTH MANAGEMENT CORP.$192,274$93,240,291$12,126,055$105,366,346
4BREAKWATER CAPITAL$330,350$109,345,771$109,345,771
5SAGE HILL CAPITAL$398,296$109,858,215$34,324,915$144,183,130
6HAVERDINK FINANCIAL MANAGEMENT, LLC$286,324$124,551,118$124,551,118
7HEMMING& WEALTH MANAGEMENT, INC.$139,052$125,980,805$125,980,805
8MILLER CAPITAL$1,055,765$140,585,658$26,225,183$166,810,841
9SCULATI WEALTH MANAGEMENT, LLC$187,063$141,793,685$141,793,685
10HERON BAY CAPITAL MANAGEMENT$2,031,597$148,306,584$148,306,584
11GARDEY FINANCIAL ADVISORS INC$294,392$157,360,000$25,752,000$183,112,000
12FIRSTMETRIC$981,393$160,948,470$160,948,470
13RACHOR INVESTMENT ADVISORY SERVICES, LLC$151,174$162,932,230$2,603,764$165,535,994
14BRAEBURN WEALTH MANAGEMENT, LLC$248,995$172,045,628$35,865,009$207,910,637
15DESERANNO WEALTH MANAGEMENT$619,615$172,872,662$172,872,662
16SGH WEALTH MANAGEMENT$240,641$178,315,131$178,315,131
17AMDG FINANCIAL$701,009$188,571,316$188,571,316
18S.A. MASON, LLC$910,254$190,570,230$280,030,833$470,601,063
19JVL ASSOCIATES, LLC$748,522$208,088,978$208,088,978
20VOISARD ASSET MANAGEMENT GROUP$265,195$212,412,261$3,721,999$216,134,260
21POLLOCK INVESTMENT ADVISORS, LLC$430,403$217,183,870$1,460,726$218,644,596
22MKD WEALTH COACHES, LLC$245,541$223,459,885$25,518,955$248,978,840
23CAHILL WEALTH MANAGEMENT, LLC$373,070$257,791,344$257,791,344
24TFG ADVISORS$201,861$283,615,038$283,615,038
25GEM ASSET MANAGEMENT, LLC$366,834$292,000,012$292,000,012
26ERTS WEALTH ADVISORS, LLC$185,336$295,000,000$27,300,000$322,300,000
27WOLFF FINANCIAL MANAGEMENT LLC$352,025$298,750,984$5,398,184$304,149,168
28BRIGHT FINANCIAL ADVISORS, INC.$112,424$299,610,599$299,610,599
29NORTHERN FINANCIAL ADVISORS, INC$218,999$315,974,158$90,488,537$406,462,695
30WHITE PINE INVESTMENT CO$419,392$323,770,491$323,770,491
31LIFECYCLE FINANCIAL PLANNERS INC.$165,291$355,390,631$77,010,331$432,400,962
32GRAND WEALTH MANAGEMENT, LLC$766,994$370,322,028$33,883,661$404,205,689
33ARBOR WEALTH ADVISORS LLC$1,636,219$388,476,823$2,579,451$391,056,274
34BARON WEALTH MANAGEMENT, LLC$761,980$391,073,845$5,917,806$396,991,651
35SKYOAK WEALTH$320,150$414,479,802$43,654,692$458,134,494
36ISTO ADVISORS, LLC$250,631$431,994,611$23,651,787$455,646,398
37KAYDAN WEALTH MANAGEMENT, INC.$218,452$454,380,000$454,380,000
38EXCHANGE CAPITAL MANAGEMENT INC$590,076$540,353,742$1,926,478$542,280,220
39WILLIAM MACK & ASSOCIATES INC$770,725$570,983,298$2,436,111$573,419,409
40COLUMBIA ASSET MANAGEMENT, L.L.C.$722,884$590,700,317$51,943,621$642,643,938
41FINANCIAL ADVISORY CORPORATION$708,931$678,325,644$120,982$678,446,626
42LVM CAPITAL MANAGEMENT LTD$632,694$690,643,664$22,403,006$713,046,670
43BLUE CHIP PARTNERS, INC.$536,610$763,377,059$4,512,388$767,889,447
44CRANBROOK WEALTH MANAGEMENT, LLC$697,624$770,874,831$770,874,831
45CWS FINANCIAL ADVISORS LLC$396,402$820,492,348$32,960,515$853,452,863
46DIVERSIFIED PORTFOLIOS, INC.$642,178$998,503,863$36,044,475$1,034,548,338
47PLANNING ALTERNATIVES LTD$525,464$1,168,105,800$1,168,105,800
48SIGMA INVESTMENT COUNSELORS$1,821,626$1,222,311,247$1,222,311,247
49CAPTRUST FINANCIAL ADVISORS$649,989$1,444,275,931$1,444,275,931
50PORTFOLIO SOLUTIONS LLC$836,169$1,444,900,440$1,444,900,440
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Showing 1 to 50 of 54 entries

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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.