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
1R H Bluestein & Co$2,178,480$3,677,941,211$204,109,607$3,882,050,818
2Mainstay Capital Management, LLC$916,099$3,147,839,636$271,957,937$3,419,797,573
3Retirement Income Solutions, Inc.$1,766,819$2,130,783,499$2,130,783,499
4Norris Perne & French LLP$1,038,129$1,999,437,216$1,999,437,216
5Well Done, LLC$652,946$1,517,445,895$1,517,445,895
6Portfolio Solutions LLC$850,466$1,504,474,077$1,504,474,077
7Sigma Investment Counselors, Inc.$622,325$1,431,346,806$1,431,346,806
8Diversified Portfolios Inc$703,567$1,152,944,551$50,154,328$1,203,098,879
9Planning Alternatives Ltd$1,586,316$1,086,626,640$1,086,626,640
10Straightline Group, LLC$187,281$1,001,745,133$55,083,164$1,056,828,297
11CWS Financial Advisors LLC$458,062$941,096,450$13,504,394$954,600,844
12Blue Chip Partners, Inc.$539,444$856,209,261$5,822,689$862,031,950
13Cranbrook Wealth Management, LLC$744,153$854,287,600$854,287,600
14Sanford Advisory Services, LLC$322,089$800,943,270$20,383,559$821,326,829
15Financial Advisory Corporation$745,427$731,136,411$127,481$731,263,892
16Columbia Asset Management, L.L.C.$785,459$706,825,577$87,775$706,913,352
17LVM Capital Management Ltd$632,694$690,643,664$22,403,006$713,046,670
18William Mack & Associates Inc$862,263$660,718,655$4,086,208$664,804,863
19Strategies Wealth Advisors, LLC$494,505$627,000,000$93,000,000$720,000,000
20Exchange Capital Management Inc$644,200$605,598,522$1,882,274$607,480,796
21Kaydan Wealth Management, Inc.$279,601$547,459,112$547,459,112
22Emerson Wealth, LLC$802,831$539,502,549$539,502,549
23Isto Advisors, LLC$288,727$515,301,573$25,195,540$540,497,113
24Northern Financial Advisors, Inc.$245,115$456,116,036$17,936,938$474,052,974
25Grand Wealth Management, LLC$799,196$446,815,317$40,694,399$487,509,716
26Arbor Wealth Advisors LLC$1,740,693$431,929,147$3,244,222$435,173,369
27Baron Wealth Management, LLC$935,067$428,570,306$7,171,011$435,741,317
28Skyoak Wealth LLC$394,740$409,345,805$409,345,805
29Lifecycle Financial Planners Inc.$150,229$391,142,406$130,003,482$521,145,888
30Erts Wealth Advisors, LLC$212,227$379,000,000$48,000,000$427,000,000
31Bright Financial Advisors, Inc.$116,595$347,220,520$347,220,520
32White Pine Investment Company$406,189$341,605,326$341,605,326
33Wolff Financial Management LLC$377,994$341,514,709$5,861,963$347,376,672
34Gem Asset Management, LLC$389,323$340,267,896$340,267,896
35TFG Advisers LLC$245,752$325,867,777$325,867,777
36Lejeune Puetz Investment Counsel, LLC$3,814,257$308,954,786$308,954,786
37Cahill Wealth Management, LLC$378,959$293,314,143$293,314,143
38MKD Wealth Coaches, LLC$303,108$268,154,317$35,257,110$303,411,427
39JVL Associates, LLC$709,348$259,067,197$20,416,067$279,483,264
40Vam Group, Inc.$281,629$254,169,914$4,084,010$258,253,924
41Pollock Investment Advisors, LLC$444,095$245,045,841$538,892$245,584,733
42S.A. Mason, LLC$830,195$225,386,508$254,466,078$479,852,586
43SGH Wealth Management$274,533$225,117,074$225,117,074
44Sculati Wealth Management, LLC$260,515$212,319,427$212,319,427
45AMDG Financial Advisory Services, LLC$214,971$211,961,082$211,961,082
46Taylor & Morgan Wealth Management, LLC$256,127$209,000,000$209,000,000
47Firstmetric, LLC$848,609$208,757,709$208,757,709
48Heron Bay Capital Management, LLC$1,594,358$200,889,126$200,889,126
49Rachor Investment Advisory Services, LLC$179,248$191,853,983$2,630,213$194,484,196
50Braeburn Wealth Management, LLC$240,013$183,944,787$37,826,944$221,771,731
Next Page »

Showing 1 to 50 of 66 entries

Page 1 | 2

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 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.