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 |
|---|---|---|---|---|---|
| 1 | AIO FINANCIAL, LLC | $231,553 | — | $150,509,163 | $150,509,163 |
| 2 | RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD. | $1,122,046 | $40,696,608 | $63,653,669 | $104,350,277 |
| 3 | PROFOCUS INCORPORATED | $278,195 | $103,000,000 | $8,000,000 | $111,000,000 |
| 4 | WILKINSON WEALTH MANAGEMENT, LLC | $167,922 | $103,440,080 | — | $103,440,080 |
| 5 | VESTPOINTE WEALTH MANAGEMENT, LLC | $314,552 | $110,449,553 | $11,596,780 | $122,046,333 |
| 6 | HARMONY ASSET MANAGEMENT LLC | $351,497 | $116,697,087 | — | $116,697,087 |
| 7 | FOOTHILLS FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC | $335,757 | $125,237,537 | — | $125,237,537 |
| 8 | GORDIAN ADVISORS, LLC | $671,488 | $129,381,569 | $53,934,531 | $183,316,100 |
| 9 | 17 CAPITAL PARTNERS, LLC | $1,065,070 | $132,068,628 | — | $132,068,628 |
| 10 | BLEDSOE ASSET MANAGEMENT, LLC | $225,453 | $133,756,389 | $1,515,503 | $135,271,892 |
| 11 | MEIXLER INVESTMENT MANAGEMENT, LTD. | $177,950 | $137,021,405 | — | $137,021,405 |
| 12 | FORTITUDE FAMILY OFFICE | $2,697,605 | $142,441,400 | $3,229,243 | $145,670,643 |
| 13 | COLE WEALTH MANAGEMENT, LLC | $508,772 | $145,000,000 | — | $145,000,000 |
| 14 | WEALTH MANAGEMENT SOLUTIONS | $299,293 | $152,096,000 | $3,237,000 | $155,333,000 |
| 15 | WEALTH ENGINEERING, LLC | $620,840 | $152,105,784 | — | $152,105,784 |
| 16 | SCOTTSDALE WEALTH PLANNING, INC. | $349,940 | $153,273,938 | — | $153,273,938 |
| 17 | ALPHA FIDUCIARY | $580,160 | $156,825,600 | $397,779 | $157,223,379 |
| 18 | CAPITAL WEST PARTNERS, LLC | $503,093 | $170,255,229 | $36,012,742 | $206,267,971 |
| 19 | ALLIED PORTFOLIO MANAGEMENT, INC. | $507,737 | $179,231,161 | — | $179,231,161 |
| 20 | INTRINSIC VALUE PARTNERS, LLC | $873,256 | $183,383,721 | — | $183,383,721 |
| 21 | IMUS WILKINSON INVESTMENT MANAGEMENT, LLC | $131,893 | $193,089,299 | $529,196 | $193,618,495 |
| 22 | SAGE FINANCIAL ADVISORS INC. | $666,027 | $193,813,969 | — | $193,813,969 |
| 23 | BRADLEY WEALTH LLC | $234,041 | $200,572,763 | — | $200,572,763 |
| 24 | PERSPECTIVE FINANCIAL SERVICES LLC | $297,736 | $229,042,449 | $1,702,891 | $230,745,340 |
| 25 | INTRINSIC WEALTH COUNSEL, INC. | $384,187 | $233,063,418 | $2,058,827 | $235,122,245 |
| 26 | INTELLIGENT CAPITALWORKS | $919,331 | $247,100,000 | $200,000 | $247,300,000 |
| 27 | YOUR SOURCE FINANCIAL | $517,308 | $262,054,369 | $19,361,443 | $281,415,812 |
| 28 | STRATEGIC INCOME GROUP LLC | $303,953 | $267,748,449 | $12,800,121 | $280,548,570 |
| 29 | JUNCTURE WEALTH STRATEGIES, LLC | $462,172 | $295,723,917 | $6,074,170 | $301,798,087 |
| 30 | VIGILARE WEALTH MANAGEMENT LLC | $1,934,397 | $309,946,129 | $26,639,003 | $336,585,132 |
| 31 | WT WEALTH MANAGEMENT, LLC | $141,575 | $312,209,134 | $16,952,043 | $329,161,177 |
| 32 | STERLING INVESTMENT MANAGEMENT, LLC | $774,594 | $337,723,197 | — | $337,723,197 |
| 33 | SENSIBLE MONEY, LLC | $441,427 | $405,671,398 | — | $405,671,398 |
| 34 | ARQ WEALTH ADVISORS, LLC | $379,417 | $410,074,287 | $1,972,342 | $412,046,629 |
| 35 | ROVIN CAPITAL | $240,899 | $411,115,000 | $38,885,000 | $450,000,000 |
| 36 | CAMBRIDGE FINANCIAL GROUP, LLC | $335,639 | $411,157,806 | — | $411,157,806 |
| 37 | TAYLOR FRIGON CAPITAL MANAGEMENT LLC | $3,150,793 | $419,055,483 | — | $419,055,483 |
| 38 | IRONWOOD FINANCIAL, LLC | $878,792 | $420,312,179 | $16,447,325 | $436,759,504 |
| 39 | WATTS GWILLIAM & COMPANY, LLC | $540,843 | $429,123,742 | $9,500,000 | $438,623,742 |
| 40 | DECISIONPOINT FINANCIAL, LLC | $631,243 | $495,525,785 | — | $495,525,785 |
| 41 | WALL CAPITAL GROUP, INC. | $1,863,066 | $526,489,192 | $1,070,158,615 | $1,596,647,807 |
| 42 | IRONWOOD WEALTH MANAGEMENT, LLC | $259,684 | $536,373,007 | $4,807,845 | $541,180,852 |
| 43 | WINDSOR CAPITAL MANAGEMENT, LLC | $518,519 | $626,371,000 | — | $626,371,000 |
| 44 | KEYSTONE WEALTH PARTNERS LLC | $189,104 | $644,276,054 | — | $644,276,054 |
| 45 | HENRY + HORNE WEALTH MANAGEMENT | $2,146,392 | $738,358,755 | — | $738,358,755 |
| 46 | VERSANT CAPITAL MANAGEMENT, INC. | $698,435 | $805,925,436 | $44,070,121 | $849,995,557 |
| 47 | GALVIN, GAUSTAD & STEIN, LLC | $636,098 | $1,263,185,210 | $34,455,473 | $1,297,640,683 |
| 48 | AUTUS ASSET MANAGEMENT, LLC | $597,794 | $1,438,890,003 | — | $1,438,890,003 |
| 49 | DYNAMIC WEALTH ADVISORS | $312,449 | $3,157,592,844 | $147,488,799 | $3,305,081,643 |
| 50 | TFO PHOENIX, INC. | $2,328,113 | $3,562,746,720 | $13,235,232 | $3,575,981,952 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
