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

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.