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
5Dynamic Wealth Advisors$198,276$616,479,946$37,038,016$653,517,962
6Versant Capital Management, Inc.$688,897$533,640,920$61,566,170$595,207,090
7Windsor Capital Management$390,830$460,788,551$0$460,788,551
8KeatsConnelly$712,159$281,935,924$13,610,084$295,546,008
9TMD & Associates, Inc.$328,579$275,528,871$8,691,616$284,220,487
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
12RTS Private Wealth Management$297,033$170,328,349$54,228,818$224,557,167
13Watts Gwilliam & Company$293,235$188,440,000$30,900,000$219,340,000
14Hatton Consulting, Inc.$400,880$214,871,419$0$214,871,419
15Ironwood Wealth Management, LLC$415,046$169,600,000$9,700,000$179,300,000
16Vigilare Wealth Management$411,801$152,913,166$7,689,254$160,602,420
17Your Source Financial$269,195$135,229,214$21,172,920$156,402,134
18Allied Portfolio Management, Inc.$597,464$112,118,329$30,078,149$142,196,478
19Strategic Wealth Advisors$530,000$122,600,000$15,200,000$137,800,000
20Barnes Investment Advisory Inc$286,796$137,661,860$0$137,661,860
21ARQ Wealth Advisors, LLC$334,158$131,200,000$3,800,000$135,000,000
22Ironwood Financial$174,194$125,000,000$10,000,000$135,000,000
23Raskob Kambourian Financial Advisors, Ltd.$1,205,306$59,880,000$70,293,000$130,173,000
24Capital West Partners$722,222$45,000,000$85,000,000$130,000,000
25Perspective Financial Services$192,371$126,501,707$1,232,764$127,734,471
26Intrinsic Wealth Counsel, Inc.$248,660$125,505,286$316,640$125,821,926
27Intelligent Capitalworks$497,216$117,816,566$2,509,626$120,326,192
28Intrinsic Value Partners$574,576$116,638,951$0$116,638,951
29Sage Financial Advisors Inc.$431,227$115,137,694$0$115,137,694
30Meixler Investment Management, Ltd.$112,245$110,000,000$0$110,000,000
31Dew Wealth Management$213,195$0$105,957,979$105,957,979
32Providus Advisors$325,872$80,757,161$23,195,942$103,953,103

Showing 1 to 32 of 32 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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 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 December 5, 2016.