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
1Harmony Asset Management LLC$304,862$88,485,020$22,179,799$110,664,819
2Meixler Investment Management, Ltd.$156,089$116,598,111$116,598,111
3Cole Wealth Management, LLC$462,963$125,000,000$125,000,000
4Scottsdale Wealth Planning, Inc.$330,165$125,132,617$125,132,617
5PATHWAYS FINANCIAL PARTNERS,INC.$361,065$126,372,751$126,372,751
6Wealth Engineering, LLC$509,548$128,406,034$128,406,034
7TFI Portfolios, LLC$398,792$82,000,000$50,000,000$132,000,000
8Eaton-Cambridge Inc.$218,947$132,025,270$132,025,270
9Alpha Fiduciary, Inc.$471,275$132,545,076$354,529$132,899,605
1017 Capital Partners, LLC$1,111,633$141,177,415$141,177,415
11Gordian Advisors, LLC$933,666$97,338,647$48,313,314$145,651,961
12Intrinsic Value Partners, LLC$789,097$154,662,971$154,662,971
13Imus Wilkinson Investment Management, LLC$120,667$156,841,948$507,290$157,349,238
14Allied Portfolio Management, Inc.$474,473$159,423,000$159,423,000
15Capital West Partners, LLC$385,068$122,023,093$41,630,754$163,653,847
16Raskob Kambourian Financial Advisors, Ltd.$1,373,452$67,299,148$97,515,119$164,814,267
17Perspective Financial Services LLC$262,966$189,394,920$1,518,046$190,912,966
18Intrinsic Wealth Counsel, Inc.$339,538$197,211,208$1,418,686$198,629,894
19Sage Financial Advisors Inc.$698,235$201,091,623$201,091,623
20ICW Investment Advisors, LLC$800,000$202,200,000$1,000,000$203,200,000
21Juncture Wealth Strategies, LLC$521,381$244,077,754$9,834,816$253,912,570
22WT Wealth Management, LLC$295,967$262,575,119$16,521,410$279,096,529
23Vigilare Wealth Management LLC$710,611$264,781,825$20,173,340$284,955,165
24Your Source Financial, Plc.$545,594$262,216,591$24,220,493$286,437,084
25EXETER FINANCIAL, LLC$599,825$287,231,324$2,484,113$289,715,437
26Degreen Capital Management, LLC$1,057,561$291,886,916$291,886,916
27Rovin Capital LLC$334,693$288,087,830$7,111,093$295,198,923
28Sensible Money, LLC$413,864$307,501,218$307,501,218
29Ironwood Financial, LLC$292,838$300,312,894$14,195,189$314,508,083
30Watts Gwilliam & Company, LLC$563,966$329,356,422$329,356,422
31ARQ Wealth Advisors, LLC$358,859$344,199,120$3,534,925$347,734,045
32Cambridge Financial Group, LLC$298,283$352,271,894$352,271,894
33Sterling Investment Management, Inc.$876,249$354,004,670$354,004,670
34Robinson, Tigue, Sponcil & Associates, LLC$422,946$316,896,031$40,070,762$356,966,793
35COPPERWYND FINANCIAL$220,740$365,987,456$365,987,456
36Taylor Frigon Capital Management LLC$2,758,614$377,930,074$377,930,074
37Ironwood Wealth Management, LLC$193,314$398,509,408$2,037,734$400,547,142
38Keystone Wealth Partners, LLC$170,846$404,393,614$404,393,614
39Decisionpoint Financial, LLC$610,085$405,706,223$405,706,223
40Wealth Management Partners, LLC$366,972$400,000,000$40,000,000$440,000,000
41Hatton Consulting, Inc.$547,805$428,189,476$12,245,391$440,434,867
42Windsor Capital Management, LLC$506,327$614,680,371$614,680,371
43Versant Capital Management, Inc.$662,587$758,036,583$38,392,896$796,429,479
44Galvin, Gaustad & Stein, LLC$562,134$1,090,314,319$39,012,102$1,129,326,421
45Autus Asset Management, LLC$551,291$1,244,816,007$1,244,816,007
46Wall Capital Group, Inc.$2,198,788$517,676,250$986,294,642$1,503,970,892
47MRA ASSOCIATES$1,090,565$1,742,370,597$901,158,881$2,643,529,478
48Dynamic Advisor Solutions LLC$282,830$2,383,759,498$415,128,400$2,798,887,898
49TFO Phoenix, Inc.$2,104,322$2,879,583,892$11,754,632$2,891,338,524
50TCI Wealth Advisors, Inc.$400,966$3,167,012,876$15,052,398$3,182,065,274

Showing 1 to 50 of 50 entries

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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.