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
1Miller Russell Associates$1,436,303$1,575,299,662$761,565,492$2,336,865,154
2TCI Wealth Advisors, Inc.$304,315$1,661,494,537$5,238,833$1,666,733,370
3Total Investment Management, Inc.$335,035$792,023,719$0$792,023,719
4Versant Capital Management, Inc.$765,963$531,607,052$89,588,676$621,195,728
5Dynamic Wealth Advisors$172,122$496,282,834$50,205,732$546,488,566
6Windsor Capital Management$388,818$493,798,775$0$493,798,775
7KeatsConnelly$673,650$310,205,167$15,167,794$325,372,961
8Hatton Consulting, Inc.$414,313$279,246,994$0$279,246,994
9Ironwood Wealth Management$148,414$250,000,000$21,300,000$271,300,000
10Watts Gwilliam & Company$234,263$193,500,000$41,700,000$235,200,000
11Pathlight Investors$415,330$188,000,000$45,000,000$233,000,000
12Pacwest Financial Management Inc$547,955$225,209,378$0$225,209,378
13Wealthplan Advisors$280,542$218,897,349$4,133,906$223,031,255
14TMD & Associates, Inc.$365,217$202,751,000$12,362,000$215,113,000
15Your Source Financial$290,024$134,274,455$34,809,774$169,084,229
16Vigilare Wealth Management$409,395$157,366,189$5,573,000$162,939,189
17Meixler Investment Management, Ltd.$140,909$155,000,000$0$155,000,000
18Barnes Investment Advisory Inc$306,772$142,035,614$0$142,035,614
19Raskob Kambourian Financial Advisors, Ltd.$1,777,410$14,500,000$124,138,000$138,638,000
20Providus Advisors$562,585$81,961,611$56,434,321$138,395,932
21Capital West Partners$232,665$123,073,201$4,194,384$127,267,585
22Perspective Financial Services$167,509$124,099,663$2,034,434$126,134,097
23Intrinsic Wealth Counsel, Inc.$257,934$122,987,694$304,597$123,292,291
24Intrinsic Value Partners$603,544$120,105,257$0$120,105,257
25Sage Financial Advisors Inc.$430,624$119,282,720$0$119,282,720
26Intelligent Capitalworks$522,542$115,096,397$2,998,078$118,094,475
27Imus Wilkinson Investment Management$134,785$101,450,000$2,200,000$103,650,000

Showing 1 to 27 of 27 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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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 11, 2015.