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
1Sterling Investment Management, Inc.$687,324$316,168,998$316,168,998
2Sensible Money, Llc$365,027$242,377,941$242,377,941
3Cambridge Financial Group, Llc$275,231$300,552,630$300,552,630
4Providus Advisors, Llc$557,290$118,702,771$118,702,771
5Windsor Capital Management, Llc$484,862$571,652,668$571,652,668
6Keystone Wealth Partners Llc$158,988$276,798,382$276,798,382
7Intrinsic Value Partners, Llc$717,367$142,038,670$142,038,670
8Copperwynd Financial$220,740$365,987,456$365,987,456
9Watts Gwilliam & Company, Llc$460,361$267,469,514$267,469,514
10Sage Financial Advisors Inc.$597,127$167,195,578$167,195,578
11Meixler Investment Management, Ltd.$143,950$108,826,544$108,826,544
12Allied Portfolio Management, Inc.$499,105$148,639,427$93,780$148,733,207
13Imus Wilkinson Investment Management, Llc$114,919$124,646,600$500,481$125,147,081
14Intelligent Capitalworks$710,196$180,000,000$1,100,000$181,100,000
15Intrinsic Wealth Counsel, Inc.$306,805$171,774,476$1,570,175$173,344,651
16Degreen Capital Management, Llc$378,361$215,503,366$2,053,928$217,557,294
17Exeter Financial, Llc$599,825$287,231,324$2,484,113$289,715,437
18Arq Wealth Advisors, Llc$336,107$272,419,393$2,852,191$275,271,584
19Perspective Financial Services Llc$240,690$167,537,874$3,351,953$170,889,827
20Ironwood Wealth Management, Llc$184,432$296,103,491$3,783,458$299,886,949
21Rovin Capital$299,699$233,901,972$5,857,173$239,759,145
22Hatton Consulting, Inc.$516,425$380,763,009$8,104,860$388,867,869
23Vigilare Wealth Management Llc$721,603$257,741,731$17,910,612$275,652,343
24Ironwood Financial, Llc$311,296$211,327,065$18,409,354$229,736,419
25Your Source Financial$494,905$259,646,353$18,985,286$278,631,639
26Galvin, Gaustad & Stein, Llc$545,921$1,045,966,185$21,854,580$1,067,820,765
27Gordian Advisors, Llc$447,913$80,751,677$37,945,395$118,697,072
28Rts Private Wealth Management$373,974$269,386,288$40,264,270$309,650,558
29Versant Capital Management, Inc.$627,118$727,616,580$44,992,789$772,609,369
30Tci Wealth Advisors, Inc.$362,479$2,896,189,829$77,222,816$2,973,412,645
31Raskob Kambourian Financial Advisors, Ltd.$1,613,413$53,811,000$94,623,000$148,434,000
32Raskob Kambourian Financial Advisors, Ltd.$1,613,413$53,811,000$94,623,000$148,434,000
33Alpha Fiduciary$1,534,220$307,003,297$197,755,136$504,758,433
34Mra Associates$1,090,565$1,742,370,597$901,158,881$2,643,529,478
35Wall Capital Group, Inc.$2,209,427$435,058,594$1,005,487,611$1,440,546,205
36Wealthplan Advisors, Llc$1,864,303$267,337,766$1,356,470,405$1,623,808,171

Showing 1 to 36 of 36 entries

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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.