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.$218,947$132,025,270$132,025,270
2Intrinsic Value Partners, LLC$789,097$154,662,971$154,662,971
3Sterling Investment Management, Inc.$876,249$354,004,670$354,004,670
417 Capital Partners, LLC$1,111,633$141,177,415$141,177,415
5Cambridge Financial Group, LLC$298,283$352,271,894$352,271,894
6Scottsdale Wealth Planning, Inc.$330,165$125,132,617$125,132,617
7Degreen Capital Management, LLC$1,057,561$291,886,916$291,886,916
8Keystone Wealth Partners, LLC$170,846$404,393,614$404,393,614
9Autus Asset Management, LLC$551,291$1,244,816,007$1,244,816,007
10Taylor Frigon Capital Management LLC$2,758,614$377,930,074$377,930,074
11Watts Gwilliam & Company, LLC$563,966$329,356,422$329,356,422
12Decisionpoint Financial, LLC$610,085$405,706,223$405,706,223
13COPPERWYND FINANCIAL$220,740$365,987,456$365,987,456
14Allied Portfolio Management, Inc.$474,473$159,423,000$159,423,000
15PATHWAYS FINANCIAL PARTNERS,INC.$361,065$126,372,751$126,372,751
16Sage Financial Advisors Inc.$698,235$201,091,623$201,091,623
17Meixler Investment Management, Ltd.$156,089$116,598,111$116,598,111
18Wealth Engineering, LLC$509,548$128,406,034$128,406,034
19Cole Wealth Management, LLC$462,963$125,000,000$125,000,000
20Sensible Money, LLC$413,864$307,501,218$307,501,218
21Windsor Capital Management, LLC$506,327$614,680,371$614,680,371
22Alpha Fiduciary, Inc.$471,275$132,545,076$354,529$132,899,605
23Imus Wilkinson Investment Management, LLC$120,667$156,841,948$507,290$157,349,238
24ICW Investment Advisors, LLC$800,000$202,200,000$1,000,000$203,200,000
25Intrinsic Wealth Counsel, Inc.$339,538$197,211,208$1,418,686$198,629,894
26Perspective Financial Services LLC$262,966$189,394,920$1,518,046$190,912,966
27Ironwood Wealth Management, LLC$193,314$398,509,408$2,037,734$400,547,142
28EXETER FINANCIAL, LLC$599,825$287,231,324$2,484,113$289,715,437
29ARQ Wealth Advisors, LLC$358,859$344,199,120$3,534,925$347,734,045
30Rovin Capital LLC$334,693$288,087,830$7,111,093$295,198,923
31Juncture Wealth Strategies, LLC$521,381$244,077,754$9,834,816$253,912,570
32TFO Phoenix, Inc.$2,104,322$2,879,583,892$11,754,632$2,891,338,524
33Hatton Consulting, Inc.$547,805$428,189,476$12,245,391$440,434,867
34Ironwood Financial, LLC$292,838$300,312,894$14,195,189$314,508,083
35TCI Wealth Advisors, Inc.$400,966$3,167,012,876$15,052,398$3,182,065,274
36WT Wealth Management, LLC$295,967$262,575,119$16,521,410$279,096,529
37Vigilare Wealth Management LLC$710,611$264,781,825$20,173,340$284,955,165
38Harmony Asset Management LLC$304,862$88,485,020$22,179,799$110,664,819
39Your Source Financial, Plc.$545,594$262,216,591$24,220,493$286,437,084
40Versant Capital Management, Inc.$662,587$758,036,583$38,392,896$796,429,479
41Galvin, Gaustad & Stein, LLC$562,134$1,090,314,319$39,012,102$1,129,326,421
42Wealth Management Partners, LLC$366,972$400,000,000$40,000,000$440,000,000
43Robinson, Tigue, Sponcil & Associates, LLC$422,946$316,896,031$40,070,762$356,966,793
44Capital West Partners, LLC$385,068$122,023,093$41,630,754$163,653,847
45Gordian Advisors, LLC$933,666$97,338,647$48,313,314$145,651,961
46TFI Portfolios, LLC$398,792$82,000,000$50,000,000$132,000,000
47Raskob Kambourian Financial Advisors, Ltd.$1,373,452$67,299,148$97,515,119$164,814,267
48Dynamic Advisor Solutions LLC$282,830$2,383,759,498$415,128,400$2,798,887,898
49MRA ASSOCIATES$1,090,565$1,742,370,597$901,158,881$2,643,529,478
50Wall Capital Group, Inc.$2,198,788$517,676,250$986,294,642$1,503,970,892

Showing 1 to 50 of 50 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 Carline Murphy.

*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.