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
51Isto Advisors, LLC$288,727$515,301,573$25,195,540$540,497,113
52Sage Hill Capital L.L.C.$551,524$143,936,358$25,933,095$169,869,453
53Gardey Financial Advisors Inc$330,937$173,058,463$27,158,282$200,216,745
54Miller Capital Partners, Inc.$1,133,168$153,278,145$31,428,207$184,706,352
55RFM Financial Solutions, LLC$245,357$102,893,224$34,015,862$136,909,086
56MKD Wealth Coaches, LLC$303,108$268,154,317$35,257,110$303,411,427
57Braeburn Wealth Management, LLC$240,013$183,944,787$37,826,944$221,771,731
58Grand Wealth Management, LLC$799,196$446,815,317$40,694,399$487,509,716
59Erts Wealth Advisors, LLC$212,227$379,000,000$48,000,000$427,000,000
60Diversified Portfolios Inc$703,567$1,152,944,551$50,154,328$1,203,098,879
61Straightline Group, LLC$187,281$1,001,745,133$55,083,164$1,056,828,297
62Strategies Wealth Advisors, LLC$494,505$627,000,000$93,000,000$720,000,000
63Lifecycle Financial Planners Inc.$150,229$391,142,406$130,003,482$521,145,888
64R H Bluestein & Co$2,178,480$3,677,941,211$204,109,607$3,882,050,818
65S.A. Mason, LLC$830,195$225,386,508$254,466,078$479,852,586
66Mainstay Capital Management, LLC$916,099$3,147,839,636$271,957,937$3,419,797,573
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Showing 51 to 66 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.