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
1TCI Wealth Advisors, Inc.$301,578$1,529,110,142$4,713,190$1,533,823,332
2Miller Russell Associates$1,347,318$1,266,657,097$263,896,179$1,530,553,276
3Total Investment Management, Inc.$311,875$654,313,414$0$654,313,414
4Versant Capital Management, Inc.$800,477$514,306,229$93,256,067$607,562,296
5Windsor Capital Management$396,182$477,399,123$0$477,399,123
6Dynamic Wealth Advisors$178,172$430,405,285$46,917,630$477,322,915
8Hatton Consulting, Inc.$466,054$267,048,804$0$267,048,804
9Watts Gwilliam & Company$263,091$164,000,000$42,000,000$206,000,000
10Pacwest Financial Management Inc$492,170$203,758,346$0$203,758,346
11TMD & Associates, Inc.$364,483$180,950,144$12,226,090$193,176,234
12Pathlight Investors$440,810$144,216,389$43,568,879$187,785,268
13Your Source Financial$294,550$133,731,223$28,271,451$162,002,674
14Vigilare Wealth Management$467,019$140,102,722$4,673,179$144,775,901
15Meixler Investment Management, Ltd.$155,172$144,000,000$0$144,000,000
16Capital West Partners$263,580$126,415,134$11,700,538$138,115,672
17Envision Capital Management Ltd$414,758$138,114,247$0$138,114,247
18Barnes Investment Advisory Inc$313,189$135,297,741$0$135,297,741
19Raskob Kambourian Financial Advisors, Ltd.$194,003$49,621,690$74,734,032$124,355,722
20Providus Advisors$465,676$72,803,992$51,065,943$123,869,935
21Perspective Financial Services$159,874$118,371,086$1,854,096$120,225,182
22Sage Financial Advisors Inc.$400,515$118,552,507$0$118,552,507
23Intrinsic Value Partners$649,163$116,849,386$0$116,849,386
24Private Client Group$161,702$53,000,000$61,000,000$114,000,000
25Intrinsic Wealth Counsel, Inc.$229,118$109,289,265$0$109,289,265
26Intelligent Capitalworks$400,954$104,200,264$4,859,158$109,059,422
27Siegel/Yocum Asset Management, LLC$256,574$104,844,000$1,121,000$105,965,000

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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2014. (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 regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% 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.