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
1TCI Wealth Advisors, Inc.$400,966$3,167,012,876$15,052,398$3,182,065,274
2TFO Phoenix, Inc.$2,104,322$2,879,583,892$11,754,632$2,891,338,524
3Dynamic Advisor Solutions LLC$282,830$2,383,759,498$415,128,400$2,798,887,898
4MRA ASSOCIATES$1,090,565$1,742,370,597$901,158,881$2,643,529,478
5Autus Asset Management, LLC$551,291$1,244,816,007$1,244,816,007
6Galvin, Gaustad & Stein, LLC$562,134$1,090,314,319$39,012,102$1,129,326,421
7Versant Capital Management, Inc.$662,587$758,036,583$38,392,896$796,429,479
8Windsor Capital Management, LLC$506,327$614,680,371$614,680,371
9Wall Capital Group, Inc.$2,198,788$517,676,250$986,294,642$1,503,970,892
10Hatton Consulting, Inc.$547,805$428,189,476$12,245,391$440,434,867
11Decisionpoint Financial, LLC$610,085$405,706,223$405,706,223
12Keystone Wealth Partners, LLC$170,846$404,393,614$404,393,614
13Wealth Management Partners, LLC$366,972$400,000,000$40,000,000$440,000,000
14Ironwood Wealth Management, LLC$193,314$398,509,408$2,037,734$400,547,142
15Taylor Frigon Capital Management LLC$2,758,614$377,930,074$377,930,074
16COPPERWYND FINANCIAL$220,740$365,987,456$365,987,456
17Sterling Investment Management, Inc.$876,249$354,004,670$354,004,670
18Cambridge Financial Group, LLC$298,283$352,271,894$352,271,894
19ARQ Wealth Advisors, LLC$358,859$344,199,120$3,534,925$347,734,045
20Watts Gwilliam & Company, LLC$563,966$329,356,422$329,356,422
21Robinson, Tigue, Sponcil & Associates, LLC$422,946$316,896,031$40,070,762$356,966,793
22Sensible Money, LLC$413,864$307,501,218$307,501,218
23Ironwood Financial, LLC$292,838$300,312,894$14,195,189$314,508,083
24Degreen Capital Management, LLC$1,057,561$291,886,916$291,886,916
25Rovin Capital LLC$334,693$288,087,830$7,111,093$295,198,923
26EXETER FINANCIAL, LLC$599,825$287,231,324$2,484,113$289,715,437
27Vigilare Wealth Management LLC$710,611$264,781,825$20,173,340$284,955,165
28WT Wealth Management, LLC$295,967$262,575,119$16,521,410$279,096,529
29Your Source Financial, Plc.$545,594$262,216,591$24,220,493$286,437,084
30Juncture Wealth Strategies, LLC$521,381$244,077,754$9,834,816$253,912,570
31ICW Investment Advisors, LLC$800,000$202,200,000$1,000,000$203,200,000
32Sage Financial Advisors Inc.$698,235$201,091,623$201,091,623
33Intrinsic Wealth Counsel, Inc.$339,538$197,211,208$1,418,686$198,629,894
34Perspective Financial Services LLC$262,966$189,394,920$1,518,046$190,912,966
35Allied Portfolio Management, Inc.$474,473$159,423,000$159,423,000
36Imus Wilkinson Investment Management, LLC$120,667$156,841,948$507,290$157,349,238
37Intrinsic Value Partners, LLC$789,097$154,662,971$154,662,971
3817 Capital Partners, LLC$1,111,633$141,177,415$141,177,415
39Alpha Fiduciary, Inc.$471,275$132,545,076$354,529$132,899,605
40Eaton-Cambridge Inc.$218,947$132,025,270$132,025,270
41Wealth Engineering, LLC$509,548$128,406,034$128,406,034
42PATHWAYS FINANCIAL PARTNERS,INC.$361,065$126,372,751$126,372,751
43Scottsdale Wealth Planning, Inc.$330,165$125,132,617$125,132,617
44Cole Wealth Management, LLC$462,963$125,000,000$125,000,000
45Capital West Partners, LLC$385,068$122,023,093$41,630,754$163,653,847
46Meixler Investment Management, Ltd.$156,089$116,598,111$116,598,111
47Gordian Advisors, LLC$933,666$97,338,647$48,313,314$145,651,961
48Harmony Asset Management LLC$304,862$88,485,020$22,179,799$110,664,819
49TFI Portfolios, LLC$398,792$82,000,000$50,000,000$132,000,000
50Raskob Kambourian Financial Advisors, Ltd.$1,373,452$67,299,148$97,515,119$164,814,267

Showing 1 to 50 of 50 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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.