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
1Wall Capital Group, Inc.$2,198,788$517,676,250$986,294,642$1,503,970,892
2MRA ASSOCIATES$1,090,565$1,742,370,597$901,158,881$2,643,529,478
3Dynamic Advisor Solutions LLC$282,830$2,383,759,498$415,128,400$2,798,887,898
4Raskob Kambourian Financial Advisors, Ltd.$1,373,452$67,299,148$97,515,119$164,814,267
5TFI Portfolios, LLC$398,792$82,000,000$50,000,000$132,000,000
6Gordian Advisors, LLC$933,666$97,338,647$48,313,314$145,651,961
7Capital West Partners, LLC$385,068$122,023,093$41,630,754$163,653,847
8Robinson, Tigue, Sponcil & Associates, LLC$422,946$316,896,031$40,070,762$356,966,793
9Wealth Management Partners, LLC$366,972$400,000,000$40,000,000$440,000,000
10Galvin, Gaustad & Stein, LLC$562,134$1,090,314,319$39,012,102$1,129,326,421
11Versant Capital Management, Inc.$662,587$758,036,583$38,392,896$796,429,479
12Your Source Financial, Plc.$545,594$262,216,591$24,220,493$286,437,084
13Harmony Asset Management LLC$304,862$88,485,020$22,179,799$110,664,819
14Vigilare Wealth Management LLC$710,611$264,781,825$20,173,340$284,955,165
15WT Wealth Management, LLC$295,967$262,575,119$16,521,410$279,096,529
16TCI Wealth Advisors, Inc.$400,966$3,167,012,876$15,052,398$3,182,065,274
17Ironwood Financial, LLC$292,838$300,312,894$14,195,189$314,508,083
18Hatton Consulting, Inc.$547,805$428,189,476$12,245,391$440,434,867
19TFO Phoenix, Inc.$2,104,322$2,879,583,892$11,754,632$2,891,338,524
20Juncture Wealth Strategies, LLC$521,381$244,077,754$9,834,816$253,912,570
21Rovin Capital LLC$334,693$288,087,830$7,111,093$295,198,923
22ARQ Wealth Advisors, LLC$358,859$344,199,120$3,534,925$347,734,045
23EXETER FINANCIAL, LLC$599,825$287,231,324$2,484,113$289,715,437
24Ironwood Wealth Management, LLC$193,314$398,509,408$2,037,734$400,547,142
25Perspective Financial Services LLC$262,966$189,394,920$1,518,046$190,912,966
26Intrinsic Wealth Counsel, Inc.$339,538$197,211,208$1,418,686$198,629,894
27ICW Investment Advisors, LLC$800,000$202,200,000$1,000,000$203,200,000
28Imus Wilkinson Investment Management, LLC$120,667$156,841,948$507,290$157,349,238
29Alpha Fiduciary, Inc.$471,275$132,545,076$354,529$132,899,605
30Eaton-Cambridge Inc.$218,947$132,025,270$132,025,270
31Intrinsic Value Partners, LLC$789,097$154,662,971$154,662,971
32Sterling Investment Management, Inc.$876,249$354,004,670$354,004,670
3317 Capital Partners, LLC$1,111,633$141,177,415$141,177,415
34Cambridge Financial Group, LLC$298,283$352,271,894$352,271,894
35Scottsdale Wealth Planning, Inc.$330,165$125,132,617$125,132,617
36Degreen Capital Management, LLC$1,057,561$291,886,916$291,886,916
37Keystone Wealth Partners, LLC$170,846$404,393,614$404,393,614
38Autus Asset Management, LLC$551,291$1,244,816,007$1,244,816,007
39Taylor Frigon Capital Management LLC$2,758,614$377,930,074$377,930,074
40Watts Gwilliam & Company, LLC$563,966$329,356,422$329,356,422
41Decisionpoint Financial, LLC$610,085$405,706,223$405,706,223
42COPPERWYND FINANCIAL$220,740$365,987,456$365,987,456
43Allied Portfolio Management, Inc.$474,473$159,423,000$159,423,000
44PATHWAYS FINANCIAL PARTNERS,INC.$361,065$126,372,751$126,372,751
45Sage Financial Advisors Inc.$698,235$201,091,623$201,091,623
46Meixler Investment Management, Ltd.$156,089$116,598,111$116,598,111
47Wealth Engineering, LLC$509,548$128,406,034$128,406,034
48Cole Wealth Management, LLC$462,963$125,000,000$125,000,000
49Sensible Money, LLC$413,864$307,501,218$307,501,218
50Windsor Capital Management, LLC$506,327$614,680,371$614,680,371

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.