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

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.