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
1Sage Hill Capital$476,654$76,396,866$58,972,922$135,369,788
2Rfm Financial Solutions, Llc$166,478$90,123,839$32,070,977$122,194,816
3Firstmetric$832,586$110,733,967$110,733,967
4Miller Capital$1,025,231$131,210,942$24,624,169$155,835,111
5Gardey Financial Advisors Inc$261,861$141,061,192$24,958,448$166,019,640
6S.A. Mason, Llc$824,560$154,228,650$225,893,454$380,122,104
7Sgh Wealth Management$223,867$158,945,482$158,945,482
8Jvl Associates, Llc$795,814$186,220,454$186,220,454
9Pollock Investment Advisors, Llc$380,272$187,093,858$187,093,858
10Cahill Wealth Management, Llc$331,886$230,328,572$230,328,572
11White Pine Investment Co$355,361$258,347,603$21$258,347,624
12Baron Wealth Management, Llc$754,191$325,901,561$7,450,891$333,352,452
13Arbor Wealth Advisors Llc$1,414,417$326,259,215$1,885,509$328,144,724
14Isto Advisors, Llc$218,611$328,631,788$15,680,685$344,312,473
15Columbia Asset Management, L.L.C.$683,057$516,015,624$63,899,383$579,915,007
16Blue Chip Partners, Inc.$436,958$532,650,451$4,371,045$537,021,496
17Lvm Capital Management Ltd$605,983$630,852,311$26,032,899$656,885,210
18Cranbrook Wealth Management, Llc$577,449$672,151,070$672,151,070
19Cws Financial Advisors Llc$404,085$714,316,991$168,204,717$882,521,708
20Sigma Investment Counselors$1,529,756$960,686,847$960,686,847
21Portfolio Solutions Llc$764,006$1,355,347,120$1,355,347,120
22Retirement Income Solutions, Inc.$1,432,471$1,713,234,765$1,713,234,765

Showing 1 to 22 of 22 entries

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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.