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 |
|---|---|---|---|---|---|
| 1 | R.H. BLUESTEIN & CO LLC | $2,410,085 | $4,173,465,693 | $275,551,135 | $4,449,016,828 |
| 2 | PLANNING ALTERNATIVES LTD | $1,823,532 | $1,219,942,741 | — | $1,219,942,741 |
| 3 | MELONE PRIVATE WEALTH, LLC | $1,541,667 | $160,000,000 | $25,000,000 | $185,000,000 |
| 4 | MILLER CAPITAL | $1,341,090 | $175,530,805 | $43,066,890 | $218,597,695 |
| 5 | HERON BAY CAPITAL MANAGEMENT | $1,241,373 | $240,826,424 | — | $240,826,424 |
| 6 | GPM GROWTH INVESTORS, INC. | $1,209,268 | $216,866,046 | $2,011,523 | $218,877,569 |
| 7 | BARON WEALTH MANAGEMENT, LLC | $1,067,206 | $557,323,968 | $12,564,262 | $569,888,230 |
| 8 | MAINSTAY CAPITAL MANAGEMENT, LLC | $1,005,404 | $3,485,153,234 | $373,587,895 | $3,858,741,129 |
| 9 | MOTIVE WEALTH ADVISORS, LLC | $1,003,656 | $246,810,796 | $1,092,165 | $247,902,961 |
| 10 | SGH WEALTH MANAGEMENT | $1,002,358 | $275,648,339 | — | $275,648,339 |
| 11 | ZHANG FINANCIAL | $948,340 | $2,748,594,975 | $2,035,781,811 | $4,784,376,786 |
| 12 | DARDEN WEALTH GROUP | $933,844 | $160,947,192 | $5,277,074 | $166,224,266 |
| 13 | JVL WEALTH STRATEGIES | $896,968 | $432,117,837 | $9,190,652 | $441,308,489 |
| 14 | EMERSON WEALTH, LLC | $881,560 | $634,723,340 | — | $634,723,340 |
| 15 | CRANBROOK WEALTH MANAGEMENT, LLC | $831,926 | $1,002,471,125 | — | $1,002,471,125 |
| 16 | DIVERSIFIED PORTFOLIOS, INC. | $794,766 | $1,431,758,576 | $34,584,847 | $1,466,343,423 |
| 17 | COLUMBIA ASSET MANAGEMENT, L.L.C. | $763,416 | $855,975,945 | $2,867,022 | $858,842,967 |
| 18 | CND FINANCIAL | $662,687 | $133,200,000 | — | $133,200,000 |
| 19 | DESERANNO WEALTH MANAGEMENT | $581,358 | $172,081,901 | — | $172,081,901 |
| 20 | BLUE CHIP PARTNERS, INC. | $544,220 | $1,090,638,705 | $8,141,800 | $1,098,780,505 |
| 21 | CLEAR RIDGE WEALTH MANAGEMENT, LLC | $510,106 | $147,153,971 | $3,837,466 | $150,991,437 |
| 22 | BRAEBURN WEALTH MANAGEMENT, LLC | $469,027 | $245,696,944 | $50,258,840 | $295,955,784 |
| 23 | BRAEBURN WEALTH MANAGEMENT, LLC | $469,027 | $245,696,944 | $50,258,840 | $295,955,784 |
| 24 | WHITE PINE INVESTMENT CO | $467,820 | $399,986,095 | — | $399,986,095 |
| 25 | POLLOCK INVESTMENT ADVISORS, LLC | $464,677 | $289,574,908 | $3,171,678 | $292,746,586 |
| 26 | GEM ASSET MANAGEMENT, LLC | $431,332 | $414,078,422 | — | $414,078,422 |
| 27 | SKYOAK WEALTH | $418,308 | $471,851,536 | — | $471,851,536 |
| 28 | WOLFF FINANCIAL MANAGEMENT LLC | $410,865 | $403,533,488 | $6,098,435 | $409,631,923 |
| 29 | CAHILL WEALTH MANAGEMENT, LLC | $382,856 | $329,639,326 | — | $329,639,326 |
| 30 | GARDEY FINANCIAL ADVISORS INC | $357,966 | $180,984,110 | $36,659,258 | $217,643,368 |
| 31 | SANFORD ADVISORY | $349,624 | $936,529,701 | $21,091,601 | $957,621,302 |
| 32 | BEMANAGED | $345,659 | $493,139,787 | $8,756,935 | $501,896,722 |
| 33 | ADVANCE CAPITAL MANAGEMENT INC | $324,732 | $4,018,991,314 | $50,545,492 | $4,069,536,806 |
| 34 | BLUEPRINT PARTNERS LLC | $321,705 | — | $166,000,000 | $166,000,000 |
| 35 | INDEPENDENT WEALTH MANAGEMENT, LLC | $307,421 | $143,735,175 | $9,360,347 | $153,095,522 |
| 36 | BERNARD WEALTH MANAGEMENT CORP. | $295,514 | $147,123,739 | $23,683,431 | $170,807,170 |
| 37 | TFG ADVISORS | $293,886 | $368,533,485 | — | $368,533,485 |
| 38 | TAYLOR & MORGAN ASSET MANAGEMENT, LLC | $291,120 | $254,147,833 | — | $254,147,833 |
| 39 | RFM FINANCIAL SOLUTIONS, LLC | $284,411 | $137,676,515 | $39,511,767 | $177,188,282 |
| 40 | VOISARD ASSET MANAGEMENT GROUP | $283,557 | $306,690,587 | $4,938,524 | $311,629,111 |
| 41 | SCULATI WEALTH MANAGEMENT, LLC | $279,292 | $255,273,054 | — | $255,273,054 |
| 42 | NORTHERN FINANCIAL ADVISORS, INC | $268,165 | $522,076,563 | $9,962,456 | $532,039,019 |
| 43 | LIFE PLAN FINANCIAL ADVISORY GROUP, LLC | $259,908 | $147,368,000 | — | $147,368,000 |
| 44 | SHOTWELL RUTTER BAER INC | $227,087 | $137,387,530 | — | $137,387,530 |
| 45 | PREMIER ESTATE PLANNERS, LLC | $218,458 | $124,389,284 | $103,244,368 | $227,633,652 |
| 46 | WASHINGTON AVENUE ADVISORS | $201,670 | $33,362,290 | $153,787,236 | $187,149,526 |
| 47 | SCOTT SMITH FINANCIAL | $198,741 | $120,640,744 | $24,837,883 | $145,478,627 |
| 48 | LIFEWORKS ADVISORS, LLC | $192,964 | $174,614,980 | $26,839,776 | $201,454,756 |
| 49 | FIRST FINANCIAL ADVISORS INC | $177,016 | $280,570,431 | — | $280,570,431 |
| 50 | SCHWALLIER WEALTH MANAGEMENT | $176,712 | $124,390,689 | $13,444,883 | $137,835,572 |
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.
