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

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 Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.