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.$264,951$1,218,772,608$2,917,970$1,221,690,578
2Total Investment Management Inc.$254,069$614,085,624$0$614,085,624
3Versant Capital Management Inc.$751,034$491,428,530$74,851,131$566,279,661
4Windsor Capital Management$380,229$436,503,061$0$436,503,061
6Hatton Consulting Inc.$431,649$247,334,623$0$247,334,623
7Pathlight Investors$395,924$114,478,415$49,830,132$164,308,547
8Watts Gwilliam & Co.$190,258$162,480,000$0$162,480,000
9Pacwest Financial Management Inc.$418,914$160,863,017$0$160,863,017
10Your Source Financial$299,224$124,291,412$32,202,625$156,494,037
11Tmd & Associates Inc.$301,934$137,733,510$12,629,645$150,363,155
12Barnes Investment Advisory Inc.$978,613$140,920,295$0$140,920,295
13Envision Capital Management $416,260$138,614,428$0$138,614,428
14Raskob Kambourian Financial Advisors $276,815$41,522,288$96,885,327$138,407,615
15Capital West Partners$278,467$118,700,762$12,735,810$131,436,572
16Camden Financial Management Inc.$2,479,915$123,995,742$0$123,995,742
17Vigilare Wealth Management$392,770$115,455,000$3,947,000$119,402,000
18Providus Advisors$467,518$65,308,538$48,765,914$114,074,452
19Strategic Wealth Advisors$563,861$99,200,000$14,700,000$113,900,000
20Wealth Management International, $117,241$92,127,570$19,485,970$111,613,540
21Sage Financial Advisors Inc.$362,807$108,841,981$0$108,841,981
22Perspective Financial Services$143,249$102,729,804$1,555,770$104,285,574
23Intrinsic Value Partners$1,513,261$101,388,492$0$101,388,492

Showing 1 to 23 of 23 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, 2012. (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.