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
1MRA Associates$1,465,126$1,445,320,665$1,260,767,860$2,706,088,525
2TCI Wealth Advisors, Inc.$329,040$2,233,873,131$5,898,894$2,239,772,025
3Wealthplan Advisors$1,349,223$225,297,561$945,828,043$1,171,125,604
4Total Investment Management, Inc.$364,489$870,398,591$0$870,398,591
5Dynamic Wealth Advisors$206,011$641,763,599$33,951,677$675,715,276
6Versant Capital Management, Inc.$708,661$551,790,461$71,831,121$623,621,582
7Galvin, Gaustad & Stein, LLC$426,722$573,346,994$7,848,669$581,195,663
8Windsor Capital Management, LLC$425,771$506,241,400$0$506,241,400
9KeatsConnelly$784,493$293,115,063$12,052,561$305,167,624
10Hatton Consulting, Inc.$526,704$290,213,819$0$290,213,819
11TMD & Associates, Inc.$333,588$276,206,808$8,677,617$284,884,425
12Sterling Investment Management, Inc.$565,132$259,287,107$673,403$259,960,510
13Watts Gwilliam & Company$282,263$223,653,064$25,021,029$248,674,093
14RTS Private Wealth Management$311,443$192,982,255$46,829,110$239,811,365
15Ironwood Wealth Management, LLC$147,719$200,840,449$3,160,046$204,000,495
16Exeter Financial, LLC$463,334$189,203,733$2,153,325$191,357,058
17Your Source Financial$322,953$156,534,091$31,101,792$187,635,883
18Cambridge Financial Group, LLC$219,481$0$185,900,000$185,900,000
19Vigilare Wealth Management$354,040$176,500,515$2,997,536$179,498,051
20Raskob Kambourian Financial Advisors, Ltd.$265,016$7,279,745$164,450,376$171,730,121
21Allied Portfolio Management, Inc.$587,231$152,992,505$3,210,876$156,203,381
22ARQ Wealth Advisors, LLC$268,966$153,158,500$2,841,500$156,000,000
23Ironwood Financial$182,878$151,016,000$3,150,000$154,166,000
24Capital West Partners$358,354$108,888,415$39,111,585$148,000,000
25Strategic Wealth Advisors$539,166$125,358,400$15,903,200$141,261,600
26Intrinsic Wealth Counsel, Inc.$271,150$140,684,749$313,171$140,997,920
27Barnes Investment Advisory Inc$803,239$138,960,409$0$138,960,409
28Intelligent Capitalworks$533,462$135,500,000$3,200,000$138,700,000
29Perspective Financial Services$204,327$133,327,012$3,776,127$137,103,139
30Imus Wilkinson & Mundinger Investment Management, LLC$105,022$132,643,337$0$132,643,337
31Intrinsic Value Partners$577,678$125,933,815$0$125,933,815
32Providus Advisors$356,447$91,104,272$28,661,879$119,766,151
33Sage Financial Advisors Inc.$455,078$119,230,362$0$119,230,362
34Meixler Investment Management, Ltd.$131,019$117,000,000$0$117,000,000
35Sensible Money, LLC$292,378$115,489,492$0$115,489,492

Showing 1 to 35 of 35 entries

Page 1

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 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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) nor one who is an insurance company or agency.

Database last updated on June 5, 2017.