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
1Tci Wealth Advisors, Inc.$362,479$2,896,189,829$77,222,816$2,973,412,645
2Mra Associates$1,090,565$1,742,370,597$901,158,881$2,643,529,478
3Wealthplan Advisors, Llc$1,864,303$267,337,766$1,356,470,405$1,623,808,171
4Wall Capital Group, Inc.$2,209,427$435,058,594$1,005,487,611$1,440,546,205
5Galvin, Gaustad & Stein, Llc$545,921$1,045,966,185$21,854,580$1,067,820,765
6Versant Capital Management, Inc.$627,118$727,616,580$44,992,789$772,609,369
7Windsor Capital Management, Llc$484,862$571,652,668$571,652,668
8Alpha Fiduciary$1,534,220$307,003,297$197,755,136$504,758,433
9Hatton Consulting, Inc.$516,425$380,763,009$8,104,860$388,867,869
10Copperwynd Financial$220,740$365,987,456$365,987,456
11Sterling Investment Management, Inc.$687,324$316,168,998$316,168,998
12Rts Private Wealth Management$373,974$269,386,288$40,264,270$309,650,558
13Cambridge Financial Group, Llc$275,231$300,552,630$300,552,630
14Ironwood Wealth Management, Llc$184,432$296,103,491$3,783,458$299,886,949
15Exeter Financial, Llc$599,825$287,231,324$2,484,113$289,715,437
16Your Source Financial$494,905$259,646,353$18,985,286$278,631,639
17Keystone Wealth Partners Llc$158,988$276,798,382$276,798,382
18Vigilare Wealth Management Llc$721,603$257,741,731$17,910,612$275,652,343
19Arq Wealth Advisors, Llc$336,107$272,419,393$2,852,191$275,271,584
20Watts Gwilliam & Company, Llc$460,361$267,469,514$267,469,514
21Sensible Money, Llc$365,027$242,377,941$242,377,941
22Rovin Capital$299,699$233,901,972$5,857,173$239,759,145
23Ironwood Financial, Llc$311,296$211,327,065$18,409,354$229,736,419
24Degreen Capital Management, Llc$378,361$215,503,366$2,053,928$217,557,294
25Intelligent Capitalworks$710,196$180,000,000$1,100,000$181,100,000
26Intrinsic Wealth Counsel, Inc.$306,805$171,774,476$1,570,175$173,344,651
27Perspective Financial Services Llc$240,690$167,537,874$3,351,953$170,889,827
28Sage Financial Advisors Inc.$597,127$167,195,578$167,195,578
29Allied Portfolio Management, Inc.$499,105$148,639,427$93,780$148,733,207
30Raskob Kambourian Financial Advisors, Ltd.$1,613,413$53,811,000$94,623,000$148,434,000
31Raskob Kambourian Financial Advisors, Ltd.$1,613,413$53,811,000$94,623,000$148,434,000
32Intrinsic Value Partners, Llc$717,367$142,038,670$142,038,670
33Imus Wilkinson Investment Management, Llc$114,919$124,646,600$500,481$125,147,081
34Providus Advisors, Llc$557,290$118,702,771$118,702,771
35Gordian Advisors, Llc$447,913$80,751,677$37,945,395$118,697,072
36Meixler Investment Management, Ltd.$143,950$108,826,544$108,826,544

Showing 1 to 36 of 36 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 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.