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.$322,543$2,408,610,296$55,616,753$2,464,227,049
2MRA Associates$1,044,316$1,607,461,673$711,964,906$2,319,426,579
3Wealthplan Advisors$1,836,024$244,491,573$1,345,504,903$1,589,996,476
4Dynamic Wealth Advisors$232,273$1,298,701,687$152,541,188$1,451,242,875
5Wall Capital Group, Inc.$2,257,664$351,840,316$736,353,820$1,088,194,136
6Versant Capital Management, Inc.$641,056$833,816,292$37,378,144$871,194,436
7Galvin, Gaustad & Stein, LLC$454,436$761,445,664$17,911,828$779,357,492
8Windsor Capital Management, LLC$438,500$502,082,972$502,082,972
9TMD & Associates, Inc.$371,705$400,886,000$12,078,000$412,964,000
10Surevest Wealth Management$484,907$328,525,501$7,030,076$335,555,577
11Hatton Consulting, Inc.$439,406$319,700,000$5,900,000$325,600,000
12Sterling Investment Management, Inc.$619,048$288,476,253$288,476,253
13KeatsConnelly$913,578$274,675,371$4,879,417$279,554,788
14RTS Private Wealth Management$343,600$234,133,409$39,028,775$273,162,184
15Watts Gwilliam & Company$287,683$245,750,000$10,000,000$255,750,000
16Exeter Financial, LLC$561,073$251,774,030$1,830,919$253,604,949
17Your Source Financial$443,498$223,854,795$23,173,806$247,028,601
18Vigilare Wealth Management$546,094$227,858,613$16,245,568$244,104,181
19Ironwood Wealth Management, LLC$128,158$233,973,014$3,374,928$237,347,942
20Financial Advisory Corporation$282,093$215,526,623$19,456,647$234,983,270
21Cambridge Financial Group, LLC$132,013$234,455,054$234,455,054
22ARQ Wealth Advisors, LLC$291,185$209,314,665$4,123,825$213,438,490
23Ironwood Financial$227,512$171,380,108$17,000,000$188,380,108
24Sensible Money, LLC$285,891$174,965,169$174,965,169
25Intelligent Capitalworks$730,631$160,600,000$1,600,000$162,200,000
26Intrinsic Wealth Counsel, Inc.$281,268$153,022,416$1,393,900$154,416,316
27Strategic Wealth Advisors$448,438$135,029,172$18,784,910$153,814,082
28Allied Portfolio Management, Inc.$499,105$148,639,427$93,780$148,733,207
29Raskob Kambourian Financial Advisors, Ltd..$1,613,413$53,811,000$94,623,000$148,434,000
30Perspective Financial Services$205,688$141,528,129$2,864,605$144,392,734
31Capital West Partners$311,884$94,015,437$46,020,581$140,036,018
32WT Wealth Management, LLC$216,530$136,279,036$2,300,000$138,579,036
33Empowerment Financial Group$468,819$134,551,000$134,551,000
34Sage Financial Advisors Inc.$514,077$131,603,607$131,603,607
35Intrinsic Value Partners$608,262$125,301,954$125,301,954
36Imus Wilkinson & Mundinger Investment Management, LLC$116,670$112,952,827$566,618$113,519,445
37Cole Wealth Management, LLC$426,154$110,800,000$110,800,000
38Kingdom Financial Group, LLC$142,572$107,071,914$107,071,914
39Meixler Investment Management, Ltd..$145,279$103,584,000$103,584,000

Showing 1 to 39 of 39 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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.

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