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
1Imus Wilkinson Investment Management, LLC$120,667$156,841,948$507,290$157,349,238
2Ironwood Wealth Management, LLC$193,314$398,509,408$2,037,734$400,547,142
3Eaton-Cambridge Inc.$218,947$132,025,270$132,025,270
4COPPERWYND FINANCIAL$220,740$365,987,456$365,987,456
5Perspective Financial Services LLC$262,966$189,394,920$1,518,046$190,912,966
6Dynamic Advisor Solutions LLC$282,830$2,383,759,498$415,128,400$2,798,887,898
7Ironwood Financial, LLC$292,838$300,312,894$14,195,189$314,508,083
8Cambridge Financial Group, LLC$298,283$352,271,894$352,271,894
9Harmony Asset Management LLC$304,862$88,485,020$22,179,799$110,664,819
10Scottsdale Wealth Planning, Inc.$330,165$125,132,617$125,132,617
11Rovin Capital LLC$334,693$288,087,830$7,111,093$295,198,923
12Intrinsic Wealth Counsel, Inc.$339,538$197,211,208$1,418,686$198,629,894
13ARQ Wealth Advisors, LLC$358,859$344,199,120$3,534,925$347,734,045
14PATHWAYS FINANCIAL PARTNERS,INC.$361,065$126,372,751$126,372,751
15Wealth Management Partners, LLC$366,972$400,000,000$40,000,000$440,000,000
16Capital West Partners, LLC$385,068$122,023,093$41,630,754$163,653,847
17TCI Wealth Advisors, Inc.$400,966$3,167,012,876$15,052,398$3,182,065,274
18Sensible Money, LLC$413,864$307,501,218$307,501,218
19Robinson, Tigue, Sponcil & Associates, LLC$422,946$316,896,031$40,070,762$356,966,793
20Alpha Fiduciary, Inc.$471,275$132,545,076$354,529$132,899,605
21Allied Portfolio Management, Inc.$474,473$159,423,000$159,423,000
22Windsor Capital Management, LLC$506,327$614,680,371$614,680,371
23Wealth Engineering, LLC$509,548$128,406,034$128,406,034
24Juncture Wealth Strategies, LLC$521,381$244,077,754$9,834,816$253,912,570
25Your Source Financial, Plc.$545,594$262,216,591$24,220,493$286,437,084
26Hatton Consulting, Inc.$547,805$428,189,476$12,245,391$440,434,867
27Autus Asset Management, LLC$551,291$1,244,816,007$1,244,816,007
28Galvin, Gaustad & Stein, LLC$562,134$1,090,314,319$39,012,102$1,129,326,421
29Watts Gwilliam & Company, LLC$563,966$329,356,422$329,356,422
30EXETER FINANCIAL, LLC$599,825$287,231,324$2,484,113$289,715,437
31Versant Capital Management, Inc.$662,587$758,036,583$38,392,896$796,429,479
32Sage Financial Advisors Inc.$698,235$201,091,623$201,091,623
33Vigilare Wealth Management LLC$710,611$264,781,825$20,173,340$284,955,165
34Intrinsic Value Partners, LLC$789,097$154,662,971$154,662,971
35ICW Investment Advisors, LLC$800,000$202,200,000$1,000,000$203,200,000
36Sterling Investment Management, Inc.$876,249$354,004,670$354,004,670
37Gordian Advisors, LLC$933,666$97,338,647$48,313,314$145,651,961
38Degreen Capital Management, LLC$1,057,561$291,886,916$291,886,916
39MRA ASSOCIATES$1,090,565$1,742,370,597$901,158,881$2,643,529,478
4017 Capital Partners, LLC$1,111,633$141,177,415$141,177,415
41TFO Phoenix, Inc.$2,104,322$2,879,583,892$11,754,632$2,891,338,524
42Taylor Frigon Capital Management LLC$2,758,614$377,930,074$377,930,074

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.