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
1Lifeworks Advisors, LLC$168,864$101,518,586$20,907,698$122,426,284
2Independent Wealth Management, LLC$257,695$114,039,009$9,912,180$123,951,189
3Breakwater Capital, LLC$320,972$125,500,000$125,500,000
4Darden Wealth Group, Inc$205,254$131,103,708$2,516,684$133,620,392
5Bernard Wealth Management Corp.$265,368$118,097,487$18,301,837$136,399,324
6RFM Financial Solutions, LLC$245,357$102,893,224$34,015,862$136,909,086
7Haverdink Financial Management, LLC$316,798$139,391,000$139,391,000
8Reitz Capital Advisors LLC$236,177$143,831,791$143,831,791
9Lifeplan Financial Advisory Group, LLC$229,985$148,800,000$148,800,000
10Hemming& Wealth Management, Inc.$144,027$151,804,161$151,804,161
11Sage Hill Capital L.L.C.$551,524$143,936,358$25,933,095$169,869,453
12Action Point Financial Planning, LLC$176,751$170,200,000$3,900,000$174,100,000
13Deseranno Corporation$593,658$175,129,139$175,129,139
14GPM Growth Investors, Inc.$482,925$180,614,000$180,614,000
15Miller Capital Partners, Inc.$1,133,168$153,278,145$31,428,207$184,706,352
16Rachor Investment Advisory Services, LLC$179,248$191,853,983$2,630,213$194,484,196
17Gardey Financial Advisors Inc$330,937$173,058,463$27,158,282$200,216,745
18Heron Bay Capital Management, LLC$1,594,358$200,889,126$200,889,126
19Firstmetric, LLC$848,609$208,757,709$208,757,709
20Taylor & Morgan Wealth Management, LLC$256,127$209,000,000$209,000,000
21AMDG Financial Advisory Services, LLC$214,971$211,961,082$211,961,082
22Sculati Wealth Management, LLC$260,515$212,319,427$212,319,427
23Braeburn Wealth Management, LLC$240,013$183,944,787$37,826,944$221,771,731
24SGH Wealth Management$274,533$225,117,074$225,117,074
25Pollock Investment Advisors, LLC$444,095$245,045,841$538,892$245,584,733
26Vam Group, Inc.$281,629$254,169,914$4,084,010$258,253,924
27JVL Associates, LLC$709,348$259,067,197$20,416,067$279,483,264
28Cahill Wealth Management, LLC$378,959$293,314,143$293,314,143
29MKD Wealth Coaches, LLC$303,108$268,154,317$35,257,110$303,411,427
30Lejeune Puetz Investment Counsel, LLC$3,814,257$308,954,786$308,954,786
31TFG Advisers LLC$245,752$325,867,777$325,867,777
32Gem Asset Management, LLC$389,323$340,267,896$340,267,896
33White Pine Investment Company$406,189$341,605,326$341,605,326
34Bright Financial Advisors, Inc.$116,595$347,220,520$347,220,520
35Wolff Financial Management LLC$377,994$341,514,709$5,861,963$347,376,672
36Skyoak Wealth LLC$394,740$409,345,805$409,345,805
37Erts Wealth Advisors, LLC$212,227$379,000,000$48,000,000$427,000,000
38Arbor Wealth Advisors LLC$1,740,693$431,929,147$3,244,222$435,173,369
39Baron Wealth Management, LLC$935,067$428,570,306$7,171,011$435,741,317
40Northern Financial Advisors, Inc.$245,115$456,116,036$17,936,938$474,052,974
41S.A. Mason, LLC$830,195$225,386,508$254,466,078$479,852,586
42Grand Wealth Management, LLC$799,196$446,815,317$40,694,399$487,509,716
43Lifecycle Financial Planners Inc.$150,229$391,142,406$130,003,482$521,145,888
44Emerson Wealth, LLC$802,831$539,502,549$539,502,549
45Isto Advisors, LLC$288,727$515,301,573$25,195,540$540,497,113
46Kaydan Wealth Management, Inc.$279,601$547,459,112$547,459,112
47Exchange Capital Management Inc$644,200$605,598,522$1,882,274$607,480,796
48William Mack & Associates Inc$862,263$660,718,655$4,086,208$664,804,863
49Columbia Asset Management, L.L.C.$785,459$706,825,577$87,775$706,913,352
50LVM Capital Management Ltd$632,694$690,643,664$22,403,006$713,046,670
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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.