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 | RICHMOND BROTHERS, INC. | $107,316 | $273,548,051 | — | $273,548,051 |
| 2 | GUIDESTREAM FINANCIAL, INC. | $113,458 | $155,218,065 | $7,254,129 | $162,472,194 |
| 3 | AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC | $114,893 | $148,834,260 | $67,165 | $148,901,425 |
| 4 | BRIGHT FINANCIAL ADVISORS, INC. | $128,077 | $412,919,402 | — | $412,919,402 |
| 5 | J2 CAPITAL MANAGEMENT, INC. | $135,467 | $154,161,667 | — | $154,161,667 |
| 6 | HEMMING& WEALTH MANAGEMENT, INC. | $136,114 | $181,877,878 | $8,817,655 | $190,695,533 |
| 7 | RETIREMENT RESOURCES, LLC | $137,783 | $146,187,745 | — | $146,187,745 |
| 8 | FINANCIAL STRATEGIES GROUP, INC | $141,815 | $443,676,620 | $15,661,404 | $459,338,024 |
| 9 | LIFECYCLE FINANCIAL PLANNERS INC. | $157,344 | $436,635,959 | $154,191,213 | $590,827,172 |
| 10 | MILLER FINANCIAL SERVICES LLC | $166,780 | $238,752,057 | $23,426,202 | $262,178,259 |
| 11 | UP NORTH FINANCIAL, LLC | $170,435 | $132,147,665 | $1,814,380 | $133,962,045 |
| 12 | SCHWALLIER WEALTH MANAGEMENT | $176,712 | $124,390,689 | $13,444,883 | $137,835,572 |
| 13 | FIRST FINANCIAL ADVISORS INC | $177,016 | $280,570,431 | — | $280,570,431 |
| 14 | FIDUCIARY FINANCIAL ADVISORS | $184,760 | $323,249,000 | $450,000 | $323,699,000 |
| 15 | LIFEWORKS ADVISORS, LLC | $192,964 | $174,614,980 | $26,839,776 | $201,454,756 |
| 16 | SCOTT SMITH FINANCIAL | $198,741 | $120,640,744 | $24,837,883 | $145,478,627 |
| 17 | WASHINGTON AVENUE ADVISORS | $201,670 | $33,362,290 | $153,787,236 | $187,149,526 |
| 18 | AVERY WEALTH, INC. | $204,603 | $179,973,604 | $281,689 | $180,255,293 |
| 19 | STRAIGHTLINE | $205,936 | $1,122,421,714 | $56,766,362 | $1,179,188,076 |
| 20 | Q3 ASSET MANAGEMENT CORPORATION | $208,554 | $478,277,401 | $315,894,577 | $794,171,978 |
| 21 | RACHOR INVESTMENT ADVISORY SERVICES, LLC | $215,918 | $229,952,952 | — | $229,952,952 |
| 22 | PREMIER ESTATE PLANNERS, LLC | $218,458 | $124,389,284 | $103,244,368 | $227,633,652 |
| 23 | SHOTWELL RUTTER BAER INC | $227,087 | $137,387,530 | — | $137,387,530 |
| 24 | ERTS WEALTH ADVISORS, LLC | $245,192 | $455,000,000 | $55,000,000 | $510,000,000 |
| 25 | LIFE PLAN FINANCIAL ADVISORY GROUP, LLC | $259,908 | $147,368,000 | — | $147,368,000 |
| 26 | NORTHERN FINANCIAL ADVISORS, INC | $268,165 | $522,076,563 | $9,962,456 | $532,039,019 |
| 27 | REITZ CAPITAL ADVISORS LLC | $277,021 | $167,874,874 | — | $167,874,874 |
| 28 | SCULATI WEALTH MANAGEMENT, LLC | $279,292 | $255,273,054 | — | $255,273,054 |
| 29 | VOISARD ASSET MANAGEMENT GROUP | $283,557 | $306,690,587 | $4,938,524 | $311,629,111 |
| 30 | RFM FINANCIAL SOLUTIONS, LLC | $284,411 | $137,676,515 | $39,511,767 | $177,188,282 |
| 31 | TAYLOR & MORGAN ASSET MANAGEMENT, LLC | $291,120 | $254,147,833 | — | $254,147,833 |
| 32 | TFG ADVISORS | $293,886 | $368,533,485 | — | $368,533,485 |
| 33 | BERNARD WEALTH MANAGEMENT CORP. | $295,514 | $147,123,739 | $23,683,431 | $170,807,170 |
| 34 | INDEPENDENT WEALTH MANAGEMENT, LLC | $307,421 | $143,735,175 | $9,360,347 | $153,095,522 |
| 35 | STEPHENS CONSULTING, LLC | $308,131 | $666,498,211 | $94,276,133 | $760,774,344 |
| 36 | KAYDAN WEALTH MANAGEMENT, INC. | $309,325 | $654,840,570 | — | $654,840,570 |
| 37 | BLUEPRINT PARTNERS LLC | $321,705 | — | $166,000,000 | $166,000,000 |
| 38 | ADVANCE CAPITAL MANAGEMENT INC | $324,732 | $4,018,991,314 | $50,545,492 | $4,069,536,806 |
| 39 | ISTO ADVISORS, LLC | $327,242 | $643,959,548 | $30,486,437 | $674,445,985 |
| 40 | MKD WEALTH COACHES, LLC | $344,476 | $320,908,240 | $28,734,594 | $349,642,834 |
| 41 | BEMANAGED | $345,659 | $493,139,787 | $8,756,935 | $501,896,722 |
| 42 | SANFORD ADVISORY | $349,624 | $936,529,701 | $21,091,601 | $957,621,302 |
| 43 | OLD MISSION INVESTMENT COMPANY, LLC | $349,682 | $426,323,116 | $155,198,064 | $581,521,180 |
| 44 | BREAKWATER CAPITAL | $351,373 | $131,413,439 | — | $131,413,439 |
| 45 | GARDEY FINANCIAL ADVISORS INC | $357,966 | $180,984,110 | $36,659,258 | $217,643,368 |
| 46 | HAVERDINK FINANCIAL MANAGEMENT, LLC | $373,024 | $154,432,000 | — | $154,432,000 |
| 47 | CAHILL WEALTH MANAGEMENT, LLC | $382,856 | $329,639,326 | — | $329,639,326 |
| 48 | WOLFF FINANCIAL MANAGEMENT LLC | $410,865 | $403,533,488 | $6,098,435 | $409,631,923 |
| 49 | SKYOAK WEALTH | $418,308 | $471,851,536 | — | $471,851,536 |
| 50 | GREYSTONE FINANCIAL GROUP, LLC | $422,115 | $600,348,630 | $17,206,142 | $617,554,772 |
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.
