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
1BRIGHT FINANCIAL ADVISORS, INC.$112,424$299,610,599$299,610,599
2HEMMING& WEALTH MANAGEMENT, INC.$139,052$125,980,805$125,980,805
3RACHOR INVESTMENT ADVISORY SERVICES, LLC$151,174$162,932,230$2,603,764$165,535,994
4LIFECYCLE FINANCIAL PLANNERS INC.$165,291$355,390,631$77,010,331$432,400,962
5ERTS WEALTH ADVISORS, LLC$185,336$295,000,000$27,300,000$322,300,000
6SCULATI WEALTH MANAGEMENT, LLC$187,063$141,793,685$141,793,685
7BERNARD WEALTH MANAGEMENT CORP.$192,274$93,240,291$12,126,055$105,366,346
8TFG ADVISORS$201,861$283,615,038$283,615,038
9RFM FINANCIAL SOLUTIONS, LLC$211,677$91,538,136$29,117,626$120,655,762
10KAYDAN WEALTH MANAGEMENT, INC.$218,452$454,380,000$454,380,000
11NORTHERN FINANCIAL ADVISORS, INC$218,999$315,974,158$90,488,537$406,462,695
12SGH WEALTH MANAGEMENT$240,641$178,315,131$178,315,131
13MKD WEALTH COACHES, LLC$245,541$223,459,885$25,518,955$248,978,840
14BRAEBURN WEALTH MANAGEMENT, LLC$248,995$172,045,628$35,865,009$207,910,637
15ISTO ADVISORS, LLC$250,631$431,994,611$23,651,787$455,646,398
16VOISARD ASSET MANAGEMENT GROUP$265,195$212,412,261$3,721,999$216,134,260
17HAVERDINK FINANCIAL MANAGEMENT, LLC$286,324$124,551,118$124,551,118
18GARDEY FINANCIAL ADVISORS INC$294,392$157,360,000$25,752,000$183,112,000
19SKYOAK WEALTH$320,150$414,479,802$43,654,692$458,134,494
20BREAKWATER CAPITAL$330,350$109,345,771$109,345,771
21WASHINGTON AVENUE ADVISORS$341,880$120,000,000$120,000,000
22WOLFF FINANCIAL MANAGEMENT LLC$352,025$298,750,984$5,398,184$304,149,168
23GEM ASSET MANAGEMENT, LLC$366,834$292,000,012$292,000,012
24CAHILL WEALTH MANAGEMENT, LLC$373,070$257,791,344$257,791,344
25CWS FINANCIAL ADVISORS LLC$396,402$820,492,348$32,960,515$853,452,863
26SAGE HILL CAPITAL$398,296$109,858,215$34,324,915$144,183,130
27WHITE PINE INVESTMENT CO$419,392$323,770,491$323,770,491
28POLLOCK INVESTMENT ADVISORS, LLC$430,403$217,183,870$1,460,726$218,644,596
29PLANNING ALTERNATIVES LTD$525,464$1,168,105,800$1,168,105,800
30BLUE CHIP PARTNERS, INC.$536,610$763,377,059$4,512,388$767,889,447
31EXCHANGE CAPITAL MANAGEMENT INC$590,076$540,353,742$1,926,478$542,280,220
32DESERANNO WEALTH MANAGEMENT$619,615$172,872,662$172,872,662
33LVM CAPITAL MANAGEMENT LTD$632,694$690,643,664$22,403,006$713,046,670
34DIVERSIFIED PORTFOLIOS, INC.$642,178$998,503,863$36,044,475$1,034,548,338
35CAPTRUST FINANCIAL ADVISORS$649,989$1,444,275,931$1,444,275,931
36CRANBROOK WEALTH MANAGEMENT, LLC$697,624$770,874,831$770,874,831
37AMDG FINANCIAL$701,009$188,571,316$188,571,316
38FINANCIAL ADVISORY CORPORATION$708,931$678,325,644$120,982$678,446,626
39COLUMBIA ASSET MANAGEMENT, L.L.C.$722,884$590,700,317$51,943,621$642,643,938
40JVL ASSOCIATES, LLC$748,522$208,088,978$208,088,978
41BARON WEALTH MANAGEMENT, LLC$761,980$391,073,845$5,917,806$396,991,651
42GRAND WEALTH MANAGEMENT, LLC$766,994$370,322,028$33,883,661$404,205,689
43WILLIAM MACK & ASSOCIATES INC$770,725$570,983,298$2,436,111$573,419,409
44MAINSTAY CAPITAL MANAGEMENT, LLC$818,365$2,835,030,816$210,106,328$3,045,137,144
45PORTFOLIO SOLUTIONS LLC$836,169$1,444,900,440$1,444,900,440
46S.A. MASON, LLC$910,254$190,570,230$280,030,833$470,601,063
47FIRSTMETRIC$981,393$160,948,470$160,948,470
48NORRIS PERNE & FRENCH LLP$999,823$1,660,705,974$1,660,705,974
49MILLER CAPITAL$1,055,765$140,585,658$26,225,183$166,810,841
50RETIREMENT INCOME SOLUTIONS, INC.$1,633,403$1,966,617,358$1,966,617,358
Next Page »

Showing 1 to 50 of 54 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 Sabrina Straub.

*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.