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