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
1Raskob Kambourian Financial Advisors, Ltd.$1,613,413$53,811,000$94,623,000$148,434,000
2Raskob Kambourian Financial Advisors, Ltd.$1,613,413$53,811,000$94,623,000$148,434,000
3Gordian Advisors, Llc$447,913$80,751,677$37,945,395$118,697,072
4Meixler Investment Management, Ltd.$143,950$108,826,544$108,826,544
5Providus Advisors, Llc$557,290$118,702,771$118,702,771
6Imus Wilkinson Investment Management, Llc$114,919$124,646,600$500,481$125,147,081
7Intrinsic Value Partners, Llc$717,367$142,038,670$142,038,670
8Allied Portfolio Management, Inc.$499,105$148,639,427$93,780$148,733,207
9Sage Financial Advisors Inc.$597,127$167,195,578$167,195,578
10Perspective Financial Services Llc$240,690$167,537,874$3,351,953$170,889,827
11Intrinsic Wealth Counsel, Inc.$306,805$171,774,476$1,570,175$173,344,651
12Intelligent Capitalworks$710,196$180,000,000$1,100,000$181,100,000
13Ironwood Financial, Llc$311,296$211,327,065$18,409,354$229,736,419
14Degreen Capital Management, Llc$378,361$215,503,366$2,053,928$217,557,294
15Rovin Capital$299,699$233,901,972$5,857,173$239,759,145
16Sensible Money, Llc$365,027$242,377,941$242,377,941
17Vigilare Wealth Management Llc$721,603$257,741,731$17,910,612$275,652,343
18Your Source Financial$494,905$259,646,353$18,985,286$278,631,639
19Wealthplan Advisors, Llc$1,864,303$267,337,766$1,356,470,405$1,623,808,171
20Watts Gwilliam & Company, Llc$460,361$267,469,514$267,469,514
21Rts Private Wealth Management$373,974$269,386,288$40,264,270$309,650,558
22Arq Wealth Advisors, Llc$336,107$272,419,393$2,852,191$275,271,584
23Keystone Wealth Partners Llc$158,988$276,798,382$276,798,382
24Exeter Financial, Llc$599,825$287,231,324$2,484,113$289,715,437
25Ironwood Wealth Management, Llc$184,432$296,103,491$3,783,458$299,886,949
26Cambridge Financial Group, Llc$275,231$300,552,630$300,552,630
27Alpha Fiduciary$1,534,220$307,003,297$197,755,136$504,758,433
28Sterling Investment Management, Inc.$687,324$316,168,998$316,168,998
29Copperwynd Financial$220,740$365,987,456$365,987,456
30Hatton Consulting, Inc.$516,425$380,763,009$8,104,860$388,867,869
31Wall Capital Group, Inc.$2,209,427$435,058,594$1,005,487,611$1,440,546,205
32Windsor Capital Management, Llc$484,862$571,652,668$571,652,668
33Versant Capital Management, Inc.$627,118$727,616,580$44,992,789$772,609,369
34Galvin, Gaustad & Stein, Llc$545,921$1,045,966,185$21,854,580$1,067,820,765
35Mra Associates$1,090,565$1,742,370,597$901,158,881$2,643,529,478
36Tci Wealth Advisors, Inc.$362,479$2,896,189,829$77,222,816$2,973,412,645

Showing 1 to 36 of 36 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 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.