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