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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1GORDIAN ADVISORS, LLC$447,913$80,751,677$37,945,395$118,697,072
2HARMONY ASSET MANAGEMENT LLC$360,525$99,058,729$20,274,952$119,333,681
3WEALTH ENGINEERING, LLC$462,456$106,364,984$106,364,984
4RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD.$2,086,347$108,256,357$83,687,537$191,943,894
5MEIXLER INVESTMENT MANAGEMENT, LTD.$143,950$108,826,544$108,826,544
6SCOTTSDALE WEALTH PLANNING, INC.$298,080$118,635,900$118,635,900
7CAPITAL WEST PARTNERS, LLC$324,558$120,084,799$45,115,389$165,200,188
8IMUS WILKINSON INVESTMENT MANAGEMENT, LLC$114,919$124,646,600$500,481$125,147,081
9PATHWAYS FINANCIAL PARTNERS,INC.$361,065$126,372,751$126,372,751
10EATON-CAMBRIDGE INC.$237,209$129,516,131$129,516,131
11EMPOWERMENT FINANCIAL GROUP$483,989$135,000,000$33,000$135,033,000
12COLE WEALTH MANAGEMENT, LLC$507,246$140,000,000$140,000,000
13INTRINSIC VALUE PARTNERS, LLC$717,367$142,038,670$142,038,670
14ALLIED PORTFOLIO MANAGEMENT, INC.$440,981$144,200,723$144,200,723
15ALPHA FIDUCIARY$534,145$156,229,557$2,411,470$158,641,027
16SAGE FINANCIAL ADVISORS INC.$597,127$167,195,578$167,195,578
17PERSPECTIVE FINANCIAL SERVICES LLC$240,690$167,537,874$3,351,953$170,889,827
18WT WEALTH MANAGEMENT, LLC$249,560$169,083,242$10,600,000$179,683,242
19INTRINSIC WEALTH COUNSEL, INC.$306,805$171,774,476$1,570,175$173,344,651
20INTELLIGENT CAPITALWORKS$710,196$180,000,000$1,100,000$181,100,000
21IRONWOOD FINANCIAL, LLC$311,296$211,327,065$18,409,354$229,736,419
22DEGREEN CAPITAL MANAGEMENT, LLC$378,361$215,503,366$2,053,928$217,557,294
23ROVIN CAPITAL$299,699$233,901,972$5,857,173$239,759,145
24SENSIBLE MONEY, LLC$365,027$242,377,941$242,377,941
25VIGILARE WEALTH MANAGEMENT LLC$721,603$257,741,731$17,910,612$275,652,343
26YOUR SOURCE FINANCIAL$494,905$259,646,353$18,985,286$278,631,639
27WATTS GWILLIAM & COMPANY, LLC$460,361$267,469,514$267,469,514
28RTS PRIVATE WEALTH MANAGEMENT$373,974$269,386,288$40,264,270$309,650,558
29ARQ WEALTH ADVISORS, LLC$336,107$272,419,393$2,852,191$275,271,584
30KEYSTONE WEALTH PARTNERS LLC$158,988$276,798,382$276,798,382
31EXETER FINANCIAL, LLC$599,825$287,231,324$2,484,113$289,715,437
32CAMBRIDGE FINANCIAL GROUP, LLC$275,231$300,552,630$300,552,630
33STERLING INVESTMENT MANAGEMENT, INC.$756,797$304,989,052$304,989,052
34COPPERWYND FINANCIAL$220,740$365,987,456$365,987,456
35HATTON CONSULTING, INC.$516,425$380,763,009$8,104,860$388,867,869
36WALL CAPITAL GROUP, INC.$2,209,427$435,058,594$1,005,487,611$1,440,546,205
37WINDSOR CAPITAL MANAGEMENT, LLC$484,862$571,652,668$571,652,668
38VERSANT CAPITAL MANAGEMENT, INC.$627,118$727,616,580$44,992,789$772,609,369
39GALVIN, GAUSTAD & STEIN, LLC$545,921$1,045,966,185$21,854,580$1,067,820,765
40MRA ASSOCIATES$1,090,565$1,742,370,597$901,158,881$2,643,529,478
41DYNAMIC WEALTH ADVISORS$263,406$1,781,091,553$335,637,641$2,116,729,194
42TCI WEALTH ADVISORS, INC.$362,479$2,896,189,829$77,222,816$2,973,412,645

Showing 1 to 42 of 42 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 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.