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
16Strategies Wealth Advisors, LLC$494,505$627,000,000$93,000,000$720,000,000
17LVM Capital Management Ltd$632,694$690,643,664$22,403,006$713,046,670
18Columbia Asset Management, L.L.C.$785,459$706,825,577$87,775$706,913,352
19William Mack & Associates Inc$862,263$660,718,655$4,086,208$664,804,863
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
22Isto Advisors, LLC$288,727$515,301,573$25,195,540$540,497,113
23Emerson Wealth, LLC$802,831$539,502,549$539,502,549
24Lifecycle Financial Planners Inc.$150,229$391,142,406$130,003,482$521,145,888
25Grand Wealth Management, LLC$799,196$446,815,317$40,694,399$487,509,716
26S.A. Mason, LLC$830,195$225,386,508$254,466,078$479,852,586
27Northern Financial Advisors, Inc.$245,115$456,116,036$17,936,938$474,052,974
28Baron Wealth Management, LLC$935,067$428,570,306$7,171,011$435,741,317
29Arbor Wealth Advisors LLC$1,740,693$431,929,147$3,244,222$435,173,369
30Erts Wealth Advisors, LLC$212,227$379,000,000$48,000,000$427,000,000
31Skyoak Wealth LLC$394,740$409,345,805$409,345,805
32Wolff Financial Management LLC$377,994$341,514,709$5,861,963$347,376,672
33Bright Financial Advisors, Inc.$116,595$347,220,520$347,220,520
34White Pine Investment Company$406,189$341,605,326$341,605,326
35Gem Asset Management, LLC$389,323$340,267,896$340,267,896
36TFG Advisers LLC$245,752$325,867,777$325,867,777
37Lejeune Puetz Investment Counsel, LLC$3,814,257$308,954,786$308,954,786
38MKD Wealth Coaches, LLC$303,108$268,154,317$35,257,110$303,411,427
39Cahill Wealth Management, LLC$378,959$293,314,143$293,314,143
40JVL Associates, LLC$709,348$259,067,197$20,416,067$279,483,264
41Vam Group, Inc.$281,629$254,169,914$4,084,010$258,253,924
42Pollock Investment Advisors, LLC$444,095$245,045,841$538,892$245,584,733
43SGH Wealth Management$274,533$225,117,074$225,117,074
44Braeburn Wealth Management, LLC$240,013$183,944,787$37,826,944$221,771,731
45Sculati Wealth Management, LLC$260,515$212,319,427$212,319,427
46AMDG Financial Advisory Services, LLC$214,971$211,961,082$211,961,082
47Taylor & Morgan Wealth Management, LLC$256,127$209,000,000$209,000,000
48Firstmetric, LLC$848,609$208,757,709$208,757,709
49Heron Bay Capital Management, LLC$1,594,358$200,889,126$200,889,126
50Gardey Financial Advisors Inc$330,937$173,058,463$27,158,282$200,216,745
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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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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) not one who is an insurance company or agency.

Database last updated on July 2021.