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
1Emerson Wealth, LLC$802,831$539,502,549$539,502,549
2Sigma Investment Counselors, Inc.$622,325$1,431,346,806$1,431,346,806
3Lejeune Puetz Investment Counsel, LLC$3,814,257$308,954,786$308,954,786
4Cranbrook Wealth Management, LLC$744,153$854,287,600$854,287,600
5TFG Advisers LLC$245,752$325,867,777$325,867,777
6Planning Alternatives Ltd$1,586,316$1,086,626,640$1,086,626,640
7Retirement Income Solutions, Inc.$1,766,819$2,130,783,499$2,130,783,499
8Heron Bay Capital Management, LLC$1,594,358$200,889,126$200,889,126
9Haverdink Financial Management, LLC$316,798$139,391,000$139,391,000
10Norris Perne & French LLP$1,038,129$1,999,437,216$1,999,437,216
11Gem Asset Management, LLC$389,323$340,267,896$340,267,896
12Taylor & Morgan Wealth Management, LLC$256,127$209,000,000$209,000,000
13Breakwater Capital, LLC$320,972$125,500,000$125,500,000
14Hemming& Wealth Management, Inc.$144,027$151,804,161$151,804,161
15Reitz Capital Advisors LLC$236,177$143,831,791$143,831,791
16GPM Growth Investors, Inc.$482,925$180,614,000$180,614,000
17Kaydan Wealth Management, Inc.$279,601$547,459,112$547,459,112
18Lifeplan Financial Advisory Group, LLC$229,985$148,800,000$148,800,000
19Cahill Wealth Management, LLC$378,959$293,314,143$293,314,143
20Portfolio Solutions LLC$850,466$1,504,474,077$1,504,474,077
21SGH Wealth Management$274,533$225,117,074$225,117,074
22AMDG Financial Advisory Services, LLC$214,971$211,961,082$211,961,082
23Deseranno Corporation$593,658$175,129,139$175,129,139
24Well Done, LLC$652,946$1,517,445,895$1,517,445,895
25Bright Financial Advisors, Inc.$116,595$347,220,520$347,220,520
26White Pine Investment Company$406,189$341,605,326$341,605,326
27Skyoak Wealth LLC$394,740$409,345,805$409,345,805
28Sculati Wealth Management, LLC$260,515$212,319,427$212,319,427
29Firstmetric, LLC$848,609$208,757,709$208,757,709
30Columbia Asset Management, L.L.C.$785,459$706,825,577$87,775$706,913,352
31Financial Advisory Corporation$745,427$731,136,411$127,481$731,263,892
32Pollock Investment Advisors, LLC$444,095$245,045,841$538,892$245,584,733
33Exchange Capital Management Inc$644,200$605,598,522$1,882,274$607,480,796
34Darden Wealth Group, Inc$205,254$131,103,708$2,516,684$133,620,392
35Rachor Investment Advisory Services, LLC$179,248$191,853,983$2,630,213$194,484,196
36Arbor Wealth Advisors LLC$1,740,693$431,929,147$3,244,222$435,173,369
37Action Point Financial Planning, LLC$176,751$170,200,000$3,900,000$174,100,000
38Vam Group, Inc.$281,629$254,169,914$4,084,010$258,253,924
39William Mack & Associates Inc$862,263$660,718,655$4,086,208$664,804,863
40Blue Chip Partners, Inc.$539,444$856,209,261$5,822,689$862,031,950
41Wolff Financial Management LLC$377,994$341,514,709$5,861,963$347,376,672
42Baron Wealth Management, LLC$935,067$428,570,306$7,171,011$435,741,317
43Independent Wealth Management, LLC$257,695$114,039,009$9,912,180$123,951,189
44CWS Financial Advisors LLC$458,062$941,096,450$13,504,394$954,600,844
45Northern Financial Advisors, Inc.$245,115$456,116,036$17,936,938$474,052,974
46Bernard Wealth Management Corp.$265,368$118,097,487$18,301,837$136,399,324
47Sanford Advisory Services, LLC$322,089$800,943,270$20,383,559$821,326,829
48JVL Associates, LLC$709,348$259,067,197$20,416,067$279,483,264
49Lifeworks Advisors, LLC$168,864$101,518,586$20,907,698$122,426,284
50LVM Capital Management Ltd$632,694$690,643,664$22,403,006$713,046,670
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Showing 1 to 50 of 66 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 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.