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
1AMDG FINANCIAL$701,009$188,571,316$188,571,316
2ARBOR WEALTH ADVISORS LLC$1,636,219$388,476,823$2,579,451$391,056,274
3BARON WEALTH MANAGEMENT, LLC$761,980$391,073,845$5,917,806$396,991,651
4BERNARD WEALTH MANAGEMENT CORP.$192,274$93,240,291$12,126,055$105,366,346
5BLUE CHIP PARTNERS, INC.$536,610$763,377,059$4,512,388$767,889,447
6BRAEBURN WEALTH MANAGEMENT, LLC$248,995$172,045,628$35,865,009$207,910,637
7BREAKWATER CAPITAL$330,350$109,345,771$109,345,771
8BRIGHT FINANCIAL ADVISORS, INC.$112,424$299,610,599$299,610,599
9CAHILL WEALTH MANAGEMENT, LLC$373,070$257,791,344$257,791,344
10CAPTRUST FINANCIAL ADVISORS$649,989$1,444,275,931$1,444,275,931
11COLUMBIA ASSET MANAGEMENT, L.L.C.$722,884$590,700,317$51,943,621$642,643,938
12CRANBROOK WEALTH MANAGEMENT, LLC$697,624$770,874,831$770,874,831
13CWS FINANCIAL ADVISORS LLC$396,402$820,492,348$32,960,515$853,452,863
14DESERANNO WEALTH MANAGEMENT$619,615$172,872,662$172,872,662
15DIVERSIFIED PORTFOLIOS, INC.$642,178$998,503,863$36,044,475$1,034,548,338
16ERTS WEALTH ADVISORS, LLC$185,336$295,000,000$27,300,000$322,300,000
17EXCHANGE CAPITAL MANAGEMENT INC$590,076$540,353,742$1,926,478$542,280,220
18FINANCIAL ADVISORY CORPORATION$708,931$678,325,644$120,982$678,446,626
19FIRSTMETRIC$981,393$160,948,470$160,948,470
20GARDEY FINANCIAL ADVISORS INC$294,392$157,360,000$25,752,000$183,112,000
21GEM ASSET MANAGEMENT, LLC$366,834$292,000,012$292,000,012
22GRAND WEALTH MANAGEMENT, LLC$766,994$370,322,028$33,883,661$404,205,689
23HAVERDINK FINANCIAL MANAGEMENT, LLC$286,324$124,551,118$124,551,118
24HEMMING& WEALTH MANAGEMENT, INC.$139,052$125,980,805$125,980,805
25HERON BAY CAPITAL MANAGEMENT$2,031,597$148,306,584$148,306,584
26ISTO ADVISORS, LLC$250,631$431,994,611$23,651,787$455,646,398
27JVL ASSOCIATES, LLC$748,522$208,088,978$208,088,978
28KAYDAN WEALTH MANAGEMENT, INC.$218,452$454,380,000$454,380,000
29LIFECYCLE FINANCIAL PLANNERS INC.$165,291$355,390,631$77,010,331$432,400,962
30LVM CAPITAL MANAGEMENT LTD$632,694$690,643,664$22,403,006$713,046,670
31MAINSTAY CAPITAL MANAGEMENT, LLC$818,365$2,835,030,816$210,106,328$3,045,137,144
32MILLER CAPITAL$1,055,765$140,585,658$26,225,183$166,810,841
33MKD WEALTH COACHES, LLC$245,541$223,459,885$25,518,955$248,978,840
34NORRIS PERNE & FRENCH LLP$999,823$1,660,705,974$1,660,705,974
35NORTHERN FINANCIAL ADVISORS, INC$218,999$315,974,158$90,488,537$406,462,695
36PLANNING ALTERNATIVES LTD$525,464$1,168,105,800$1,168,105,800
37POLLOCK INVESTMENT ADVISORS, LLC$430,403$217,183,870$1,460,726$218,644,596
38PORTFOLIO SOLUTIONS LLC$836,169$1,444,900,440$1,444,900,440
39R H BLUESTEIN & CO$2,056,339$3,237,812,543$136,639,019$3,374,451,562
40RACHOR INVESTMENT ADVISORY SERVICES, LLC$151,174$162,932,230$2,603,764$165,535,994
41RETIREMENT INCOME SOLUTIONS, INC.$1,633,403$1,966,617,358$1,966,617,358
42RFM FINANCIAL SOLUTIONS, LLC$211,677$91,538,136$29,117,626$120,655,762
43S.A. MASON, LLC$910,254$190,570,230$280,030,833$470,601,063
44SAGE HILL CAPITAL$398,296$109,858,215$34,324,915$144,183,130
45SCULATI WEALTH MANAGEMENT, LLC$187,063$141,793,685$141,793,685
46SGH WEALTH MANAGEMENT$240,641$178,315,131$178,315,131
47SIGMA INVESTMENT COUNSELORS$1,821,626$1,222,311,247$1,222,311,247
48SKYOAK WEALTH$320,150$414,479,802$43,654,692$458,134,494
49TFG ADVISORS$201,861$283,615,038$283,615,038
50VOISARD ASSET MANAGEMENT GROUP$265,195$212,412,261$3,721,999$216,134,260
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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.