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

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.