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
1Rachor Investment Advisory Services, Llc$131,082$139,996,077$139,996,077
2Straightline$160,432$854,253,645$68,229,927$922,483,572
3Tfg Advisors$181,504$258,161,825$3,203,724$261,365,549
4Lifecycle Financial Planners Inc.$183,295$286,534,260$72,173,406$358,707,666
5Braeburn Wealth Management, Llc$208,114$126,090,081$30,827,999$156,918,080
6Sculati Wealth Management, Llc$209,610$150,500,000$150,500,000
7Mkd Wealth Coaches, Llc$215,716$203,463,325$14,840,786$218,304,111
8Voisard Asset Management Group$230,813$166,621,779$487,006$167,108,785
9Haverdink Financial Management, Llc$232,584$104,895,314$104,895,314
10Advance Capital Management Inc$248,238$2,483,042,049$29,128,588$2,512,170,637
11Gem Asset Management, Llc$320,214$241,441,128$241,441,128
12Planning Alternatives Ltd$486,423$1,017,110,504$1,017,110,504
13Captrust Financial Advisors$496,176$1,031,549,991$1,031,549,991
14Starfire Investment Advisers Inc$518,929$471,584,000$12,058,000$483,642,000
15Diversified Portfolios, Inc.$533,512$810,747,637$31,134,615$841,882,252
16Exchange Capital Management Inc$537,596$507,997,575$1,643,488$509,641,063
17Deseranno Wealth Management$586,692$160,167,000$160,167,000
18Financial Advisory Corporation$616,199$563,102,289$103,567$563,205,856
19William Mack & Associates Inc$645,649$479,486,832$2,166,999$481,653,831
20Grand Wealth Management, Llc$679,002$299,328,476$26,592,443$325,920,919
21Mainstay Capital Management, Llc$707,483$2,374,042,206$208,979,974$2,583,022,180
22Vintage Financial Services Llc$1,163,289$608,400,000$608,400,000

Showing 1 to 22 of 22 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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.