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
1Meixler Investment Management, Ltd..$145,279$103,584,000$103,584,000
2Kingdom Financial Group, LLC$142,572$107,071,914$107,071,914
3Cole Wealth Management, LLC$426,154$110,800,000$110,800,000
4Imus Wilkinson & Mundinger Investment Management, LLC$116,670$112,952,827$566,618$113,519,445
5Intrinsic Value Partners$608,262$125,301,954$125,301,954
6Sage Financial Advisors Inc.$514,077$131,603,607$131,603,607
7Empowerment Financial Group$468,819$134,551,000$134,551,000
8WT Wealth Management, LLC$216,530$136,279,036$2,300,000$138,579,036
9Capital West Partners$311,884$94,015,437$46,020,581$140,036,018
10Perspective Financial Services$205,688$141,528,129$2,864,605$144,392,734
11Raskob Kambourian Financial Advisors, Ltd..$1,613,413$53,811,000$94,623,000$148,434,000
12Allied Portfolio Management, Inc.$499,105$148,639,427$93,780$148,733,207
13Strategic Wealth Advisors$448,438$135,029,172$18,784,910$153,814,082
14Intrinsic Wealth Counsel, Inc.$281,268$153,022,416$1,393,900$154,416,316
15Intelligent Capitalworks$730,631$160,600,000$1,600,000$162,200,000
16Sensible Money, LLC$285,891$174,965,169$174,965,169
17Ironwood Financial$227,512$171,380,108$17,000,000$188,380,108
18ARQ Wealth Advisors, LLC$291,185$209,314,665$4,123,825$213,438,490
19Cambridge Financial Group, LLC$132,013$234,455,054$234,455,054
20Financial Advisory Corporation$282,093$215,526,623$19,456,647$234,983,270
21Ironwood Wealth Management, LLC$128,158$233,973,014$3,374,928$237,347,942
22Vigilare Wealth Management$546,094$227,858,613$16,245,568$244,104,181
23Your Source Financial$443,498$223,854,795$23,173,806$247,028,601
24Exeter Financial, LLC$561,073$251,774,030$1,830,919$253,604,949
25Watts Gwilliam & Company$287,683$245,750,000$10,000,000$255,750,000
26RTS Private Wealth Management$343,600$234,133,409$39,028,775$273,162,184
27KeatsConnelly$913,578$274,675,371$4,879,417$279,554,788
28Sterling Investment Management, Inc.$619,048$288,476,253$288,476,253
29Hatton Consulting, Inc.$439,406$319,700,000$5,900,000$325,600,000
30Surevest Wealth Management$484,907$328,525,501$7,030,076$335,555,577
31TMD & Associates, Inc.$371,705$400,886,000$12,078,000$412,964,000
32Windsor Capital Management, LLC$438,500$502,082,972$502,082,972
33Galvin, Gaustad & Stein, LLC$454,436$761,445,664$17,911,828$779,357,492
34Versant Capital Management, Inc.$641,056$833,816,292$37,378,144$871,194,436
35Wall Capital Group, Inc.$2,257,664$351,840,316$736,353,820$1,088,194,136
36Dynamic Wealth Advisors$232,273$1,298,701,687$152,541,188$1,451,242,875
37Wealthplan Advisors$1,836,024$244,491,573$1,345,504,903$1,589,996,476
38MRA Associates$1,044,316$1,607,461,673$711,964,906$2,319,426,579
39TCI Wealth Advisors, Inc.$322,543$2,408,610,296$55,616,753$2,464,227,049

Showing 1 to 39 of 39 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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.

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