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
1Windsor Capital Management, LLC$438,500$502,082,972$502,082,972
2Sterling Investment Management, Inc.$619,048$288,476,253$288,476,253
3Cambridge Financial Group, LLC$132,013$234,455,054$234,455,054
4Sensible Money, LLC$285,891$174,965,169$174,965,169
5Empowerment Financial Group$468,819$134,551,000$134,551,000
6Sage Financial Advisors Inc.$514,077$131,603,607$131,603,607
7Intrinsic Value Partners$608,262$125,301,954$125,301,954
8Cole Wealth Management, LLC$426,154$110,800,000$110,800,000
9Kingdom Financial Group, LLC$142,572$107,071,914$107,071,914
10Meixler Investment Management, Ltd..$145,279$103,584,000$103,584,000
11Allied Portfolio Management, Inc.$499,105$148,639,427$93,780$148,733,207
12Imus Wilkinson & Mundinger Investment Management, LLC$116,670$112,952,827$566,618$113,519,445
13Intrinsic Wealth Counsel, Inc.$281,268$153,022,416$1,393,900$154,416,316
14Intelligent Capitalworks$730,631$160,600,000$1,600,000$162,200,000
15Exeter Financial, LLC$561,073$251,774,030$1,830,919$253,604,949
16WT Wealth Management, LLC$216,530$136,279,036$2,300,000$138,579,036
17Perspective Financial Services$205,688$141,528,129$2,864,605$144,392,734
18Ironwood Wealth Management, LLC$128,158$233,973,014$3,374,928$237,347,942
19ARQ Wealth Advisors, LLC$291,185$209,314,665$4,123,825$213,438,490
20KeatsConnelly$913,578$274,675,371$4,879,417$279,554,788
21Hatton Consulting, Inc.$439,406$319,700,000$5,900,000$325,600,000
22Surevest Wealth Management$484,907$328,525,501$7,030,076$335,555,577
23Watts Gwilliam & Company$287,683$245,750,000$10,000,000$255,750,000
24TMD & Associates, Inc.$371,705$400,886,000$12,078,000$412,964,000
25Vigilare Wealth Management$546,094$227,858,613$16,245,568$244,104,181
26Ironwood Financial$227,512$171,380,108$17,000,000$188,380,108
27Galvin, Gaustad & Stein, LLC$454,436$761,445,664$17,911,828$779,357,492
28Strategic Wealth Advisors$448,438$135,029,172$18,784,910$153,814,082
29Financial Advisory Corporation$282,093$215,526,623$19,456,647$234,983,270
30Your Source Financial$443,498$223,854,795$23,173,806$247,028,601
31Versant Capital Management, Inc.$641,056$833,816,292$37,378,144$871,194,436
32RTS Private Wealth Management$343,600$234,133,409$39,028,775$273,162,184
33Capital West Partners$311,884$94,015,437$46,020,581$140,036,018
34TCI Wealth Advisors, Inc.$322,543$2,408,610,296$55,616,753$2,464,227,049
35Raskob Kambourian Financial Advisors, Ltd..$1,613,413$53,811,000$94,623,000$148,434,000
36Dynamic Wealth Advisors$232,273$1,298,701,687$152,541,188$1,451,242,875
37MRA Associates$1,044,316$1,607,461,673$711,964,906$2,319,426,579
38Wall Capital Group, Inc.$2,257,664$351,840,316$736,353,820$1,088,194,136
39Wealthplan Advisors$1,836,024$244,491,573$1,345,504,903$1,589,996,476

Showing 1 to 39 of 39 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.

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