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

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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