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
1Wolff Financial Management LLC$377,994$341,514,709$5,861,963$347,376,672
2William Mack & Associates Inc$862,263$660,718,655$4,086,208$664,804,863
3White Pine Investment Company$406,189$341,605,326$341,605,326
4Well Done, LLC$652,946$1,517,445,895$1,517,445,895
5Vam Group, Inc.$281,629$254,169,914$4,084,010$258,253,924
6TFG Advisers LLC$245,752$325,867,777$325,867,777
7Taylor & Morgan Wealth Management, LLC$256,127$209,000,000$209,000,000
8Strategies Wealth Advisors, LLC$494,505$627,000,000$93,000,000$720,000,000
9Straightline Group, LLC$187,281$1,001,745,133$55,083,164$1,056,828,297
10Skyoak Wealth LLC$394,740$409,345,805$409,345,805
11Sigma Investment Counselors, Inc.$622,325$1,431,346,806$1,431,346,806
12SGH Wealth Management$274,533$225,117,074$225,117,074
13Sculati Wealth Management, LLC$260,515$212,319,427$212,319,427
14Sanford Advisory Services, LLC$322,089$800,943,270$20,383,559$821,326,829
15Sage Hill Capital L.L.C.$551,524$143,936,358$25,933,095$169,869,453
16S.A. Mason, LLC$830,195$225,386,508$254,466,078$479,852,586
17RFM Financial Solutions, LLC$245,357$102,893,224$34,015,862$136,909,086
18Retirement Income Solutions, Inc.$1,766,819$2,130,783,499$2,130,783,499
19Reitz Capital Advisors LLC$236,177$143,831,791$143,831,791
20Rachor Investment Advisory Services, LLC$179,248$191,853,983$2,630,213$194,484,196
21R H Bluestein & Co$2,178,480$3,677,941,211$204,109,607$3,882,050,818
22Portfolio Solutions LLC$850,466$1,504,474,077$1,504,474,077
23Pollock Investment Advisors, LLC$444,095$245,045,841$538,892$245,584,733
24Planning Alternatives Ltd$1,586,316$1,086,626,640$1,086,626,640
25Northern Financial Advisors, Inc.$245,115$456,116,036$17,936,938$474,052,974
26Norris Perne & French LLP$1,038,129$1,999,437,216$1,999,437,216
27MKD Wealth Coaches, LLC$303,108$268,154,317$35,257,110$303,411,427
28Miller Capital Partners, Inc.$1,133,168$153,278,145$31,428,207$184,706,352
29Mainstay Capital Management, LLC$916,099$3,147,839,636$271,957,937$3,419,797,573
30LVM Capital Management Ltd$632,694$690,643,664$22,403,006$713,046,670
31Lifeworks Advisors, LLC$168,864$101,518,586$20,907,698$122,426,284
32Lifeplan Financial Advisory Group, LLC$229,985$148,800,000$148,800,000
33Lifecycle Financial Planners Inc.$150,229$391,142,406$130,003,482$521,145,888
34Lejeune Puetz Investment Counsel, LLC$3,814,257$308,954,786$308,954,786
35Kaydan Wealth Management, Inc.$279,601$547,459,112$547,459,112
36JVL Associates, LLC$709,348$259,067,197$20,416,067$279,483,264
37Isto Advisors, LLC$288,727$515,301,573$25,195,540$540,497,113
38Independent Wealth Management, LLC$257,695$114,039,009$9,912,180$123,951,189
39Heron Bay Capital Management, LLC$1,594,358$200,889,126$200,889,126
40Hemming& Wealth Management, Inc.$144,027$151,804,161$151,804,161
41Haverdink Financial Management, LLC$316,798$139,391,000$139,391,000
42Grand Wealth Management, LLC$799,196$446,815,317$40,694,399$487,509,716
43GPM Growth Investors, Inc.$482,925$180,614,000$180,614,000
44Gem Asset Management, LLC$389,323$340,267,896$340,267,896
45Gardey Financial Advisors Inc$330,937$173,058,463$27,158,282$200,216,745
46Firstmetric, LLC$848,609$208,757,709$208,757,709
47Financial Advisory Corporation$745,427$731,136,411$127,481$731,263,892
48Exchange Capital Management Inc$644,200$605,598,522$1,882,274$607,480,796
49Erts Wealth Advisors, LLC$212,227$379,000,000$48,000,000$427,000,000
50Emerson Wealth, LLC$802,831$539,502,549$539,502,549
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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.