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.$362,479$2,896,189,829$77,222,816$2,973,412,645
2DYNAMIC WEALTH ADVISORS$263,406$1,781,091,553$335,637,641$2,116,729,194
3MRA ASSOCIATES$1,090,565$1,742,370,597$901,158,881$2,643,529,478
4GALVIN, GAUSTAD & STEIN, LLC$545,921$1,045,966,185$21,854,580$1,067,820,765
5VERSANT CAPITAL MANAGEMENT, INC.$627,118$727,616,580$44,992,789$772,609,369
6WINDSOR CAPITAL MANAGEMENT, LLC$484,862$571,652,668$571,652,668
7WALL CAPITAL GROUP, INC.$2,209,427$435,058,594$1,005,487,611$1,440,546,205
8HATTON CONSULTING, INC.$516,425$380,763,009$8,104,860$388,867,869
9COPPERWYND FINANCIAL$220,740$365,987,456$365,987,456
10STERLING INVESTMENT MANAGEMENT, INC.$756,797$304,989,052$304,989,052
11CAMBRIDGE FINANCIAL GROUP, LLC$275,231$300,552,630$300,552,630
12EXETER FINANCIAL, LLC$599,825$287,231,324$2,484,113$289,715,437
13KEYSTONE WEALTH PARTNERS LLC$158,988$276,798,382$276,798,382
14ARQ WEALTH ADVISORS, LLC$336,107$272,419,393$2,852,191$275,271,584
15RTS PRIVATE WEALTH MANAGEMENT$373,974$269,386,288$40,264,270$309,650,558
16WATTS GWILLIAM & COMPANY, LLC$460,361$267,469,514$267,469,514
17YOUR SOURCE FINANCIAL$494,905$259,646,353$18,985,286$278,631,639
18VIGILARE WEALTH MANAGEMENT LLC$721,603$257,741,731$17,910,612$275,652,343
19SENSIBLE MONEY, LLC$365,027$242,377,941$242,377,941
20ROVIN CAPITAL$299,699$233,901,972$5,857,173$239,759,145
21DEGREEN CAPITAL MANAGEMENT, LLC$378,361$215,503,366$2,053,928$217,557,294
22IRONWOOD FINANCIAL, LLC$311,296$211,327,065$18,409,354$229,736,419
23INTELLIGENT CAPITALWORKS$710,196$180,000,000$1,100,000$181,100,000
24INTRINSIC WEALTH COUNSEL, INC.$306,805$171,774,476$1,570,175$173,344,651
25WT WEALTH MANAGEMENT, LLC$249,560$169,083,242$10,600,000$179,683,242
26PERSPECTIVE FINANCIAL SERVICES LLC$240,690$167,537,874$3,351,953$170,889,827
27SAGE FINANCIAL ADVISORS INC.$597,127$167,195,578$167,195,578
28ALPHA FIDUCIARY$534,145$156,229,557$2,411,470$158,641,027
29ALLIED PORTFOLIO MANAGEMENT, INC.$440,981$144,200,723$144,200,723
30INTRINSIC VALUE PARTNERS, LLC$717,367$142,038,670$142,038,670
31COLE WEALTH MANAGEMENT, LLC$507,246$140,000,000$140,000,000
32EMPOWERMENT FINANCIAL GROUP$483,989$135,000,000$33,000$135,033,000
33EATON-CAMBRIDGE INC.$237,209$129,516,131$129,516,131
34PATHWAYS FINANCIAL PARTNERS,INC.$361,065$126,372,751$126,372,751
35IMUS WILKINSON INVESTMENT MANAGEMENT, LLC$114,919$124,646,600$500,481$125,147,081
36CAPITAL WEST PARTNERS, LLC$324,558$120,084,799$45,115,389$165,200,188
37SCOTTSDALE WEALTH PLANNING, INC.$298,080$118,635,900$118,635,900
38MEIXLER INVESTMENT MANAGEMENT, LTD.$143,950$108,826,544$108,826,544
39RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD.$2,086,347$108,256,357$83,687,537$191,943,894
40WEALTH ENGINEERING, LLC$462,456$106,364,984$106,364,984
41HARMONY ASSET MANAGEMENT LLC$360,525$99,058,729$20,274,952$119,333,681
42GORDIAN ADVISORS, LLC$447,913$80,751,677$37,945,395$118,697,072

Showing 1 to 42 of 42 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.