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