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.$1,373,452$67,299,148$97,515,119$164,814,267
2TFI Portfolios, LLC$398,792$82,000,000$50,000,000$132,000,000
3Harmony Asset Management LLC$304,862$88,485,020$22,179,799$110,664,819
4Gordian Advisors, LLC$933,666$97,338,647$48,313,314$145,651,961
5Meixler Investment Management, Ltd.$156,089$116,598,111$116,598,111
6Capital West Partners, LLC$385,068$122,023,093$41,630,754$163,653,847
7Cole Wealth Management, LLC$462,963$125,000,000$125,000,000
8Scottsdale Wealth Planning, Inc.$330,165$125,132,617$125,132,617
9PATHWAYS FINANCIAL PARTNERS,INC.$361,065$126,372,751$126,372,751
10Wealth Engineering, LLC$509,548$128,406,034$128,406,034
11Eaton-Cambridge Inc.$218,947$132,025,270$132,025,270
12Alpha Fiduciary, Inc.$471,275$132,545,076$354,529$132,899,605
1317 Capital Partners, LLC$1,111,633$141,177,415$141,177,415
14Intrinsic Value Partners, LLC$789,097$154,662,971$154,662,971
15Imus Wilkinson Investment Management, LLC$120,667$156,841,948$507,290$157,349,238
16Allied Portfolio Management, Inc.$474,473$159,423,000$159,423,000
17Perspective Financial Services LLC$262,966$189,394,920$1,518,046$190,912,966
18Intrinsic Wealth Counsel, Inc.$339,538$197,211,208$1,418,686$198,629,894
19Sage Financial Advisors Inc.$698,235$201,091,623$201,091,623
20ICW Investment Advisors, LLC$800,000$202,200,000$1,000,000$203,200,000
21Juncture Wealth Strategies, LLC$521,381$244,077,754$9,834,816$253,912,570
22Your Source Financial, Plc.$545,594$262,216,591$24,220,493$286,437,084
23WT Wealth Management, LLC$295,967$262,575,119$16,521,410$279,096,529
24Vigilare Wealth Management LLC$710,611$264,781,825$20,173,340$284,955,165
25EXETER FINANCIAL, LLC$599,825$287,231,324$2,484,113$289,715,437
26Rovin Capital LLC$334,693$288,087,830$7,111,093$295,198,923
27Degreen Capital Management, LLC$1,057,561$291,886,916$291,886,916
28Ironwood Financial, LLC$292,838$300,312,894$14,195,189$314,508,083
29Sensible Money, LLC$413,864$307,501,218$307,501,218
30Robinson, Tigue, Sponcil & Associates, LLC$422,946$316,896,031$40,070,762$356,966,793
31Watts Gwilliam & Company, LLC$563,966$329,356,422$329,356,422
32ARQ Wealth Advisors, LLC$358,859$344,199,120$3,534,925$347,734,045
33Cambridge Financial Group, LLC$298,283$352,271,894$352,271,894
34Sterling Investment Management, Inc.$876,249$354,004,670$354,004,670
35COPPERWYND FINANCIAL$220,740$365,987,456$365,987,456
36Taylor Frigon Capital Management LLC$2,758,614$377,930,074$377,930,074
37Ironwood Wealth Management, LLC$193,314$398,509,408$2,037,734$400,547,142
38Wealth Management Partners, LLC$366,972$400,000,000$40,000,000$440,000,000
39Keystone Wealth Partners, LLC$170,846$404,393,614$404,393,614
40Decisionpoint Financial, LLC$610,085$405,706,223$405,706,223
41Hatton Consulting, Inc.$547,805$428,189,476$12,245,391$440,434,867
42Wall Capital Group, Inc.$2,198,788$517,676,250$986,294,642$1,503,970,892
43Windsor Capital Management, LLC$506,327$614,680,371$614,680,371
44Versant Capital Management, Inc.$662,587$758,036,583$38,392,896$796,429,479
45Galvin, Gaustad & Stein, LLC$562,134$1,090,314,319$39,012,102$1,129,326,421
46Autus Asset Management, LLC$551,291$1,244,816,007$1,244,816,007
47MRA ASSOCIATES$1,090,565$1,742,370,597$901,158,881$2,643,529,478
48Dynamic Advisor Solutions LLC$282,830$2,383,759,498$415,128,400$2,798,887,898
49TFO Phoenix, Inc.$2,104,322$2,879,583,892$11,754,632$2,891,338,524
50TCI Wealth Advisors, Inc.$400,966$3,167,012,876$15,052,398$3,182,065,274

Showing 1 to 50 of 50 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.