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.$400,966$3,167,012,876$15,052,398$3,182,065,274
2TFO Phoenix, Inc.$2,104,322$2,879,583,892$11,754,632$2,891,338,524
3Dynamic Advisor Solutions LLC$282,830$2,383,759,498$415,128,400$2,798,887,898
4MRA ASSOCIATES$1,090,565$1,742,370,597$901,158,881$2,643,529,478
5Autus Asset Management, LLC$551,291$1,244,816,007$1,244,816,007
6Galvin, Gaustad & Stein, LLC$562,134$1,090,314,319$39,012,102$1,129,326,421
7Versant Capital Management, Inc.$662,587$758,036,583$38,392,896$796,429,479
8Windsor Capital Management, LLC$506,327$614,680,371$614,680,371
9Hatton Consulting, Inc.$547,805$428,189,476$12,245,391$440,434,867
10Wealth Management Partners, LLC$366,972$400,000,000$40,000,000$440,000,000
11Ironwood Wealth Management, LLC$193,314$398,509,408$2,037,734$400,547,142
12Taylor Frigon Capital Management LLC$2,758,614$377,930,074$377,930,074
13COPPERWYND FINANCIAL$220,740$365,987,456$365,987,456
14Sterling Investment Management, Inc.$876,249$354,004,670$354,004,670
15Cambridge Financial Group, LLC$298,283$352,271,894$352,271,894
16ARQ Wealth Advisors, LLC$358,859$344,199,120$3,534,925$347,734,045
17Watts Gwilliam & Company, LLC$563,966$329,356,422$329,356,422
18Robinson, Tigue, Sponcil & Associates, LLC$422,946$316,896,031$40,070,762$356,966,793
19Sensible Money, LLC$413,864$307,501,218$307,501,218
20Ironwood Financial, LLC$292,838$300,312,894$14,195,189$314,508,083
21Degreen Capital Management, LLC$1,057,561$291,886,916$291,886,916
22Rovin Capital LLC$334,693$288,087,830$7,111,093$295,198,923
23EXETER FINANCIAL, LLC$599,825$287,231,324$2,484,113$289,715,437
24Vigilare Wealth Management LLC$710,611$264,781,825$20,173,340$284,955,165
25Your Source Financial, Plc.$545,594$262,216,591$24,220,493$286,437,084
26Juncture Wealth Strategies, LLC$521,381$244,077,754$9,834,816$253,912,570
27ICW Investment Advisors, LLC$800,000$202,200,000$1,000,000$203,200,000
28Sage Financial Advisors Inc.$698,235$201,091,623$201,091,623
29Intrinsic Wealth Counsel, Inc.$339,538$197,211,208$1,418,686$198,629,894
30Perspective Financial Services LLC$262,966$189,394,920$1,518,046$190,912,966
31Allied Portfolio Management, Inc.$474,473$159,423,000$159,423,000
32Imus Wilkinson Investment Management, LLC$120,667$156,841,948$507,290$157,349,238
33Intrinsic Value Partners, LLC$789,097$154,662,971$154,662,971
3417 Capital Partners, LLC$1,111,633$141,177,415$141,177,415
35Alpha Fiduciary, Inc.$471,275$132,545,076$354,529$132,899,605
36Eaton-Cambridge Inc.$218,947$132,025,270$132,025,270
37Wealth Engineering, LLC$509,548$128,406,034$128,406,034
38PATHWAYS FINANCIAL PARTNERS,INC.$361,065$126,372,751$126,372,751
39Scottsdale Wealth Planning, Inc.$330,165$125,132,617$125,132,617
40Capital West Partners, LLC$385,068$122,023,093$41,630,754$163,653,847
41Gordian Advisors, LLC$933,666$97,338,647$48,313,314$145,651,961
42Harmony Asset Management LLC$304,862$88,485,020$22,179,799$110,664,819

Showing 1 to 42 of 42 entries

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For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*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, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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, 2020.