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 | Harmony Asset Management LLC | $304,862 | $88,485,020 | $22,179,799 | $110,664,819 |
| 2 | Meixler Investment Management, Ltd. | $156,089 | $116,598,111 | — | $116,598,111 |
| 3 | Cole Wealth Management, LLC | $462,963 | $125,000,000 | — | $125,000,000 |
| 4 | Scottsdale Wealth Planning, Inc. | $330,165 | $125,132,617 | — | $125,132,617 |
| 5 | PATHWAYS FINANCIAL PARTNERS,INC. | $361,065 | $126,372,751 | — | $126,372,751 |
| 6 | Wealth Engineering, LLC | $509,548 | $128,406,034 | — | $128,406,034 |
| 7 | TFI Portfolios, LLC | $398,792 | $82,000,000 | $50,000,000 | $132,000,000 |
| 8 | Eaton-Cambridge Inc. | $218,947 | $132,025,270 | — | $132,025,270 |
| 9 | Alpha Fiduciary, Inc. | $471,275 | $132,545,076 | $354,529 | $132,899,605 |
| 10 | 17 Capital Partners, LLC | $1,111,633 | $141,177,415 | — | $141,177,415 |
| 11 | Gordian Advisors, LLC | $933,666 | $97,338,647 | $48,313,314 | $145,651,961 |
| 12 | Intrinsic Value Partners, LLC | $789,097 | $154,662,971 | — | $154,662,971 |
| 13 | Imus Wilkinson Investment Management, LLC | $120,667 | $156,841,948 | $507,290 | $157,349,238 |
| 14 | Allied Portfolio Management, Inc. | $474,473 | $159,423,000 | — | $159,423,000 |
| 15 | Capital West Partners, LLC | $385,068 | $122,023,093 | $41,630,754 | $163,653,847 |
| 16 | Raskob Kambourian Financial Advisors, Ltd. | $1,373,452 | $67,299,148 | $97,515,119 | $164,814,267 |
| 17 | Perspective Financial Services LLC | $262,966 | $189,394,920 | $1,518,046 | $190,912,966 |
| 18 | Intrinsic Wealth Counsel, Inc. | $339,538 | $197,211,208 | $1,418,686 | $198,629,894 |
| 19 | Sage Financial Advisors Inc. | $698,235 | $201,091,623 | — | $201,091,623 |
| 20 | ICW Investment Advisors, LLC | $800,000 | $202,200,000 | $1,000,000 | $203,200,000 |
| 21 | Juncture Wealth Strategies, LLC | $521,381 | $244,077,754 | $9,834,816 | $253,912,570 |
| 22 | WT Wealth Management, LLC | $295,967 | $262,575,119 | $16,521,410 | $279,096,529 |
| 23 | Vigilare Wealth Management LLC | $710,611 | $264,781,825 | $20,173,340 | $284,955,165 |
| 24 | Your Source Financial, Plc. | $545,594 | $262,216,591 | $24,220,493 | $286,437,084 |
| 25 | EXETER FINANCIAL, LLC | $599,825 | $287,231,324 | $2,484,113 | $289,715,437 |
| 26 | Degreen Capital Management, LLC | $1,057,561 | $291,886,916 | — | $291,886,916 |
| 27 | Rovin Capital LLC | $334,693 | $288,087,830 | $7,111,093 | $295,198,923 |
| 28 | Sensible Money, LLC | $413,864 | $307,501,218 | — | $307,501,218 |
| 29 | Ironwood Financial, LLC | $292,838 | $300,312,894 | $14,195,189 | $314,508,083 |
| 30 | Watts Gwilliam & Company, LLC | $563,966 | $329,356,422 | — | $329,356,422 |
| 31 | ARQ Wealth Advisors, LLC | $358,859 | $344,199,120 | $3,534,925 | $347,734,045 |
| 32 | Cambridge Financial Group, LLC | $298,283 | $352,271,894 | — | $352,271,894 |
| 33 | Sterling Investment Management, Inc. | $876,249 | $354,004,670 | — | $354,004,670 |
| 34 | Robinson, Tigue, Sponcil & Associates, LLC | $422,946 | $316,896,031 | $40,070,762 | $356,966,793 |
| 35 | COPPERWYND FINANCIAL | $220,740 | $365,987,456 | — | $365,987,456 |
| 36 | Taylor Frigon Capital Management LLC | $2,758,614 | $377,930,074 | — | $377,930,074 |
| 37 | Ironwood Wealth Management, LLC | $193,314 | $398,509,408 | $2,037,734 | $400,547,142 |
| 38 | Keystone Wealth Partners, LLC | $170,846 | $404,393,614 | — | $404,393,614 |
| 39 | Decisionpoint Financial, LLC | $610,085 | $405,706,223 | — | $405,706,223 |
| 40 | Wealth Management Partners, LLC | $366,972 | $400,000,000 | $40,000,000 | $440,000,000 |
| 41 | Hatton Consulting, Inc. | $547,805 | $428,189,476 | $12,245,391 | $440,434,867 |
| 42 | Windsor Capital Management, LLC | $506,327 | $614,680,371 | — | $614,680,371 |
| 43 | Versant Capital Management, Inc. | $662,587 | $758,036,583 | $38,392,896 | $796,429,479 |
| 44 | Galvin, Gaustad & Stein, LLC | $562,134 | $1,090,314,319 | $39,012,102 | $1,129,326,421 |
| 45 | Autus Asset Management, LLC | $551,291 | $1,244,816,007 | — | $1,244,816,007 |
| 46 | Wall Capital Group, Inc. | $2,198,788 | $517,676,250 | $986,294,642 | $1,503,970,892 |
| 47 | MRA ASSOCIATES | $1,090,565 | $1,742,370,597 | $901,158,881 | $2,643,529,478 |
| 48 | Dynamic Advisor Solutions LLC | $282,830 | $2,383,759,498 | $415,128,400 | $2,798,887,898 |
| 49 | TFO Phoenix, Inc. | $2,104,322 | $2,879,583,892 | $11,754,632 | $2,891,338,524 |
| 50 | TCI Wealth Advisors, Inc. | $400,966 | $3,167,012,876 | $15,052,398 | $3,182,065,274 |
Showing 1 to 50 of 50 entries
Page 1
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 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.
