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
1Tci Wealth Advisors, Inc.$322,543$2,408,610,296$55,616,753$2,464,227,049
2MRA Associates$1,044,316$1,607,461,673$711,964,906$2,319,426,579
3Dynamic Wealth Advisors$232,273$1,298,701,687$152,541,188$1,451,242,875
4Versant Capital Management, Inc.$641,056$833,816,292$37,378,144$871,194,436
5Galvin, Gaustad & Stein, Llc$454,436$761,445,664$17,911,828$779,357,492
6Windsor Capital Management, Llc$438,500$502,082,972$502,082,972
7Tmd & Associates, Inc.$371,705$400,886,000$12,078,000$412,964,000
8Wall Capital Group, Inc.$2,257,664$351,840,316$736,353,820$1,088,194,136
9Surevest Wealth Management$484,907$328,525,501$7,030,076$335,555,577
10Hatton Consulting, Inc.$439,406$319,700,000$5,900,000$325,600,000
11Sterling Investment Management, Inc.$619,048$288,476,253$288,476,253
13Exeter Financial, Llc$561,073$251,774,030$1,830,919$253,604,949
14Watts Gwilliam & Company, Llc$287,683$245,750,000$10,000,000$255,750,000
15Wealthplan Advisors$1,836,024$244,491,573$1,345,504,903$1,589,996,476
16Arq Wealth Advisors, Llc$311,750$242,136,000$4,458,100$246,594,100
17Cambridge Financial Group, Llc$132,013$234,455,054$234,455,054
18Rts Private Wealth Management$343,600$234,133,409$39,028,775$273,162,184
19Ironwood Wealth Management, Llc$128,158$233,973,014$3,374,928$237,347,942
20Decisionpoint Financial, Llc$658,009$230,961,022$230,961,022
21Vigilare Wealth Management Llc$546,094$227,858,613$16,245,568$244,104,181
22Your Source Financial$443,498$223,854,795$23,173,806$247,028,601
23Rovin Capital$282,093$215,526,623$19,456,647$234,983,270
24Degreen Capital Management, Llc$361,962$203,800,254$3,604,050$207,404,304
25Sensible Money, Llc$285,891$174,965,169$174,965,169
26Ironwood Financial, Llc$227,512$171,380,108$17,000,000$188,380,108
27Intelligent Capitalworks$730,631$160,600,000$1,600,000$162,200,000
28Intrinsic Wealth Counsel, Inc.$281,268$153,022,416$1,393,900$154,416,316
29Allied Portfolio Management, Inc.$499,105$148,639,427$93,780$148,733,207
30Perspective Financial Services Llc$205,688$141,528,129$2,864,605$144,392,734
31Wt Wealth Management, Llc$216,530$136,279,036$2,300,000$138,579,036
32Empowerment Financial Group$468,819$134,551,000$134,551,000
33Sage Financial Advisors Inc.$514,077$131,603,607$131,603,607
34Intrinsic Value Partners, Llc$608,262$125,301,954$125,301,954
35Imus Wilkinson Investment Management, Llc$116,670$112,952,827$566,618$113,519,445
36Providus Advisors, Llc$350,882$112,632,961$112,632,961
37Eaton-Cambridge Inc.$224,111$111,383,203$111,383,203
38Cole Wealth Management, Llc$426,154$110,800,000$110,800,000
39Kingdom Financial Group, Llc$142,572$107,071,914$107,071,914
40Meixler Investment Management, Ltd.$145,279$103,584,000$103,584,000
41Capital West Partners, Llc$311,884$94,015,437$46,020,581$140,036,018
42Gordian Advisors, Llc$1,168,391$62,900,375$37,581,221$100,481,596
43Raskob Kambourian Financial Advisors, Ltd.$1,613,413$53,811,000$94,623,000$148,434,000

Showing 1 to 43 of 43 entries

Page 1

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.