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
1WEALTH ENGINEERING, LLC$462,456$106,364,984$106,364,984
2MEIXLER INVESTMENT MANAGEMENT, LTD.$143,950$108,826,544$108,826,544
3SCOTTSDALE WEALTH PLANNING, INC.$298,080$118,635,900$118,635,900
4GORDIAN ADVISORS, LLC$447,913$80,751,677$37,945,395$118,697,072
5HARMONY ASSET MANAGEMENT LLC$360,525$99,058,729$20,274,952$119,333,681
6PATHWAYS FINANCIAL PARTNERS,INC.$361,065$126,372,751$126,372,751
7EATON-CAMBRIDGE INC.$237,209$129,516,131$129,516,131
8INTRINSIC VALUE PARTNERS, LLC$717,367$142,038,670$142,038,670
9ALLIED PORTFOLIO MANAGEMENT, INC.$440,981$144,200,723$144,200,723
10CAPITAL WEST PARTNERS, LLC$324,558$120,084,799$45,115,389$165,200,188
11SAGE FINANCIAL ADVISORS INC.$597,127$167,195,578$167,195,578
12PERSPECTIVE FINANCIAL SERVICES LLC$240,690$167,537,874$3,351,953$170,889,827
13INTRINSIC WEALTH COUNSEL, INC.$306,805$171,774,476$1,570,175$173,344,651
14INTELLIGENT CAPITALWORKS$710,196$180,000,000$1,100,000$181,100,000
15DEGREEN CAPITAL MANAGEMENT, LLC$378,361$215,503,366$2,053,928$217,557,294
16IRONWOOD FINANCIAL, LLC$311,296$211,327,065$18,409,354$229,736,419
17ROVIN CAPITAL$299,699$233,901,972$5,857,173$239,759,145
18SENSIBLE MONEY, LLC$365,027$242,377,941$242,377,941
19WATTS GWILLIAM & COMPANY, LLC$460,361$267,469,514$267,469,514
20ARQ WEALTH ADVISORS, LLC$336,107$272,419,393$2,852,191$275,271,584
21VIGILARE WEALTH MANAGEMENT LLC$721,603$257,741,731$17,910,612$275,652,343
22YOUR SOURCE FINANCIAL$494,905$259,646,353$18,985,286$278,631,639
23EXETER FINANCIAL, LLC$599,825$287,231,324$2,484,113$289,715,437
24CAMBRIDGE FINANCIAL GROUP, LLC$275,231$300,552,630$300,552,630
25STERLING INVESTMENT MANAGEMENT, INC.$756,797$304,989,052$304,989,052
26RTS PRIVATE WEALTH MANAGEMENT$373,974$269,386,288$40,264,270$309,650,558
27COPPERWYND FINANCIAL$220,740$365,987,456$365,987,456
28HATTON CONSULTING, INC.$516,425$380,763,009$8,104,860$388,867,869
29WINDSOR CAPITAL MANAGEMENT, LLC$484,862$571,652,668$571,652,668
30VERSANT CAPITAL MANAGEMENT, INC.$627,118$727,616,580$44,992,789$772,609,369
31GALVIN, GAUSTAD & STEIN, LLC$545,921$1,045,966,185$21,854,580$1,067,820,765
32DYNAMIC WEALTH ADVISORS$263,406$1,781,091,553$335,637,641$2,116,729,194
33MRA ASSOCIATES$1,090,565$1,742,370,597$901,158,881$2,643,529,478
34TCI WEALTH ADVISORS, INC.$362,479$2,896,189,829$77,222,816$2,973,412,645

Showing 1 to 34 of 34 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 Sabrina Straub.

*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.