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$1,499,644$1,348,159,039$1,016,779,974$2,364,939,013
2TCI Wealth Advisors, Inc.$306,349$1,972,671,344$8,184,070$1,980,855,414
3Wealthplan Advisors$1,219,605$206,824,570$917,651,033$1,124,475,603
4Total Investment Management, Inc.$320,878$801,873,087$0$801,873,087
5Versant Capital Management, Inc.$688,897$533,640,920$61,566,170$595,207,090
6Dynamic Wealth Advisors$158,278$497,266,648$40,402,535$537,669,183
7Windsor Capital Management$390,830$460,788,551$0$460,788,551
9TMD & Associates, Inc.$1,284,792$240,978,000$12,126,000$253,104,000
10Pathlight Investors$384,643$192,560,619$36,686,365$229,246,984
11Pacwest Financial Management Inc$510,856$225,798,307$0$225,798,307
12Watts Gwilliam & Company$293,235$188,440,000$30,900,000$219,340,000
13Hatton Consulting, Inc.$400,880$214,871,419$0$214,871,419
14Vigilare Wealth Management$411,801$152,913,166$7,689,254$160,602,420
15Your Source Financial$269,195$135,229,214$21,172,920$156,402,134
16Ironwood Wealth Management, LLC$382,134$150,800,000$3,200,000$154,000,000
17Barnes Investment Advisory Inc$295,975$136,148,485$0$136,148,485
18Ironwood Financial$174,194$125,000,000$10,000,000$135,000,000
19Allied Portfolio Management, Inc.$562,329$85,846,568$49,112,360$134,958,928
20Raskob Kambourian Financial Advisors, Ltd.$1,205,306$59,880,000$70,293,000$130,173,000
21Capital West Partners$722,222$45,000,000$85,000,000$130,000,000
22Perspective Financial Services$192,371$126,501,707$1,232,764$127,734,471
23Intrinsic Wealth Counsel, Inc.$248,660$125,505,286$316,640$125,821,926
24Intelligent Capitalworks$497,216$117,816,566$2,509,626$120,326,192
25Intrinsic Value Partners$574,576$116,638,951$0$116,638,951
26Sage Financial Advisors Inc.$431,227$115,137,694$0$115,137,694
27ARQ Wealth Advisors, LLC$282,463$113,000,000$1,115,000$114,115,000
28Meixler Investment Management, Ltd.$112,245$110,000,000$0$110,000,000
29Providus Advisors$325,872$80,757,161$23,195,942$103,953,103

Showing 1 to 29 of 29 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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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 6, 2016.