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
1Action Point Financial Planning, LLC$176,751$170,200,000$3,900,000$174,100,000
2AMDG Financial Advisory Services, LLC$214,971$211,961,082$211,961,082
3Arbor Wealth Advisors LLC$1,740,693$431,929,147$3,244,222$435,173,369
4Baron Wealth Management, LLC$935,067$428,570,306$7,171,011$435,741,317
5Bernard Wealth Management Corp.$265,368$118,097,487$18,301,837$136,399,324
6Blue Chip Partners, Inc.$539,444$856,209,261$5,822,689$862,031,950
7Braeburn Wealth Management, LLC$240,013$183,944,787$37,826,944$221,771,731
8Breakwater Capital, LLC$320,972$125,500,000$125,500,000
9Bright Financial Advisors, Inc.$116,595$347,220,520$347,220,520
10Cahill Wealth Management, LLC$378,959$293,314,143$293,314,143
11Columbia Asset Management, L.L.C.$785,459$706,825,577$87,775$706,913,352
12Cranbrook Wealth Management, LLC$744,153$854,287,600$854,287,600
13CWS Financial Advisors LLC$458,062$941,096,450$13,504,394$954,600,844
14Darden Wealth Group, Inc$205,254$131,103,708$2,516,684$133,620,392
15Deseranno Corporation$593,658$175,129,139$175,129,139
16Diversified Portfolios Inc$703,567$1,152,944,551$50,154,328$1,203,098,879
17Emerson Wealth, LLC$802,831$539,502,549$539,502,549
18Erts Wealth Advisors, LLC$212,227$379,000,000$48,000,000$427,000,000
19Exchange Capital Management Inc$644,200$605,598,522$1,882,274$607,480,796
20Financial Advisory Corporation$745,427$731,136,411$127,481$731,263,892
21Firstmetric, LLC$848,609$208,757,709$208,757,709
22Gardey Financial Advisors Inc$330,937$173,058,463$27,158,282$200,216,745
23Gem Asset Management, LLC$389,323$340,267,896$340,267,896
24GPM Growth Investors, Inc.$482,925$180,614,000$180,614,000
25Grand Wealth Management, LLC$799,196$446,815,317$40,694,399$487,509,716
26Haverdink Financial Management, LLC$316,798$139,391,000$139,391,000
27Hemming& Wealth Management, Inc.$144,027$151,804,161$151,804,161
28Heron Bay Capital Management, LLC$1,594,358$200,889,126$200,889,126
29Independent Wealth Management, LLC$257,695$114,039,009$9,912,180$123,951,189
30Isto Advisors, LLC$288,727$515,301,573$25,195,540$540,497,113
31JVL Associates, LLC$709,348$259,067,197$20,416,067$279,483,264
32Kaydan Wealth Management, Inc.$279,601$547,459,112$547,459,112
33Lejeune Puetz Investment Counsel, LLC$3,814,257$308,954,786$308,954,786
34Lifecycle Financial Planners Inc.$150,229$391,142,406$130,003,482$521,145,888
35Lifeplan Financial Advisory Group, LLC$229,985$148,800,000$148,800,000
36Lifeworks Advisors, LLC$168,864$101,518,586$20,907,698$122,426,284
37LVM Capital Management Ltd$632,694$690,643,664$22,403,006$713,046,670
38Mainstay Capital Management, LLC$916,099$3,147,839,636$271,957,937$3,419,797,573
39Miller Capital Partners, Inc.$1,133,168$153,278,145$31,428,207$184,706,352
40MKD Wealth Coaches, LLC$303,108$268,154,317$35,257,110$303,411,427
41Norris Perne & French LLP$1,038,129$1,999,437,216$1,999,437,216
42Northern Financial Advisors, Inc.$245,115$456,116,036$17,936,938$474,052,974
43Planning Alternatives Ltd$1,586,316$1,086,626,640$1,086,626,640
44Pollock Investment Advisors, LLC$444,095$245,045,841$538,892$245,584,733
45Portfolio Solutions LLC$850,466$1,504,474,077$1,504,474,077
46R H Bluestein & Co$2,178,480$3,677,941,211$204,109,607$3,882,050,818
47Rachor Investment Advisory Services, LLC$179,248$191,853,983$2,630,213$194,484,196
48Reitz Capital Advisors LLC$236,177$143,831,791$143,831,791
49Retirement Income Solutions, Inc.$1,766,819$2,130,783,499$2,130,783,499
50RFM Financial Solutions, LLC$245,357$102,893,224$34,015,862$136,909,086
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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 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.