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
1Harmony Asset Management LLC$304,862$88,485,020$22,179,799$110,664,819
2Scottsdale Wealth Planning, Inc.$330,165$125,132,617$125,132,617
3PATHWAYS FINANCIAL PARTNERS,INC.$361,065$126,372,751$126,372,751
4Wealth Engineering, LLC$509,548$128,406,034$128,406,034
5Eaton-Cambridge Inc.$218,947$132,025,270$132,025,270
6Alpha Fiduciary, Inc.$471,275$132,545,076$354,529$132,899,605
717 Capital Partners, LLC$1,111,633$141,177,415$141,177,415
8Gordian Advisors, LLC$933,666$97,338,647$48,313,314$145,651,961
9Intrinsic Value Partners, LLC$789,097$154,662,971$154,662,971
10Imus Wilkinson Investment Management, LLC$120,667$156,841,948$507,290$157,349,238
11Allied Portfolio Management, Inc.$474,473$159,423,000$159,423,000
12Capital West Partners, LLC$385,068$122,023,093$41,630,754$163,653,847
13Perspective Financial Services LLC$262,966$189,394,920$1,518,046$190,912,966
14Intrinsic Wealth Counsel, Inc.$339,538$197,211,208$1,418,686$198,629,894
15Sage Financial Advisors Inc.$698,235$201,091,623$201,091,623
16ICW Investment Advisors, LLC$800,000$202,200,000$1,000,000$203,200,000
17Juncture Wealth Strategies, LLC$521,381$244,077,754$9,834,816$253,912,570
18Vigilare Wealth Management LLC$710,611$264,781,825$20,173,340$284,955,165
19Your Source Financial, Plc.$545,594$262,216,591$24,220,493$286,437,084
20EXETER FINANCIAL, LLC$599,825$287,231,324$2,484,113$289,715,437
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
23Sensible Money, LLC$413,864$307,501,218$307,501,218
24Ironwood Financial, LLC$292,838$300,312,894$14,195,189$314,508,083
25Watts Gwilliam & Company, LLC$563,966$329,356,422$329,356,422
26ARQ Wealth Advisors, LLC$358,859$344,199,120$3,534,925$347,734,045
27Cambridge Financial Group, LLC$298,283$352,271,894$352,271,894
28Sterling Investment Management, Inc.$876,249$354,004,670$354,004,670
29Robinson, Tigue, Sponcil & Associates, LLC$422,946$316,896,031$40,070,762$356,966,793
30COPPERWYND FINANCIAL$220,740$365,987,456$365,987,456
31Taylor Frigon Capital Management LLC$2,758,614$377,930,074$377,930,074
32Ironwood Wealth Management, LLC$193,314$398,509,408$2,037,734$400,547,142
33Wealth Management Partners, LLC$366,972$400,000,000$40,000,000$440,000,000
34Hatton Consulting, Inc.$547,805$428,189,476$12,245,391$440,434,867
35Windsor Capital Management, LLC$506,327$614,680,371$614,680,371
36Versant Capital Management, Inc.$662,587$758,036,583$38,392,896$796,429,479
37Galvin, Gaustad & Stein, LLC$562,134$1,090,314,319$39,012,102$1,129,326,421
38Autus Asset Management, LLC$551,291$1,244,816,007$1,244,816,007
39MRA ASSOCIATES$1,090,565$1,742,370,597$901,158,881$2,643,529,478
40Dynamic Advisor Solutions LLC$282,830$2,383,759,498$415,128,400$2,798,887,898
41TFO Phoenix, Inc.$2,104,322$2,879,583,892$11,754,632$2,891,338,524
42TCI Wealth Advisors, Inc.$400,966$3,167,012,876$15,052,398$3,182,065,274

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.