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
3DYNAMIC WEALTH ADVISORS$263,406$1,781,091,553$335,637,641$2,116,729,194
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
8HATTON CONSULTING, INC.$516,425$380,763,009$8,104,860$388,867,869
9COPPERWYND FINANCIAL$220,740$365,987,456$365,987,456
10RTS PRIVATE WEALTH MANAGEMENT$373,974$269,386,288$40,264,270$309,650,558
11STERLING INVESTMENT MANAGEMENT, INC.$756,797$304,989,052$304,989,052
12CAMBRIDGE FINANCIAL GROUP, LLC$275,231$300,552,630$300,552,630
13EXETER FINANCIAL, LLC$599,825$287,231,324$2,484,113$289,715,437
14YOUR SOURCE FINANCIAL$494,905$259,646,353$18,985,286$278,631,639
15KEYSTONE WEALTH PARTNERS LLC$158,988$276,798,382$276,798,382
16VIGILARE WEALTH MANAGEMENT LLC$721,603$257,741,731$17,910,612$275,652,343
17ARQ WEALTH ADVISORS, LLC$336,107$272,419,393$2,852,191$275,271,584
18WATTS GWILLIAM & COMPANY, LLC$460,361$267,469,514$267,469,514
19SENSIBLE MONEY, LLC$365,027$242,377,941$242,377,941
20ROVIN CAPITAL$299,699$233,901,972$5,857,173$239,759,145
21IRONWOOD FINANCIAL, LLC$311,296$211,327,065$18,409,354$229,736,419
22DEGREEN CAPITAL MANAGEMENT, LLC$378,361$215,503,366$2,053,928$217,557,294
23RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD.$2,086,347$108,256,357$83,687,537$191,943,894
24INTELLIGENT CAPITALWORKS$710,196$180,000,000$1,100,000$181,100,000
25WT WEALTH MANAGEMENT, LLC$249,560$169,083,242$10,600,000$179,683,242
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
29CAPITAL WEST PARTNERS, LLC$324,558$120,084,799$45,115,389$165,200,188
30ALPHA FIDUCIARY$534,145$156,229,557$2,411,470$158,641,027
31ALLIED PORTFOLIO MANAGEMENT, INC.$440,981$144,200,723$144,200,723
32INTRINSIC VALUE PARTNERS, LLC$717,367$142,038,670$142,038,670
33COLE WEALTH MANAGEMENT, LLC$507,246$140,000,000$140,000,000
34EMPOWERMENT FINANCIAL GROUP$483,989$135,000,000$33,000$135,033,000
35EATON-CAMBRIDGE INC.$237,209$129,516,131$129,516,131
36PATHWAYS FINANCIAL PARTNERS,INC.$361,065$126,372,751$126,372,751
37IMUS WILKINSON INVESTMENT MANAGEMENT, LLC$114,919$124,646,600$500,481$125,147,081
38HARMONY ASSET MANAGEMENT LLC$360,525$99,058,729$20,274,952$119,333,681
39GORDIAN ADVISORS, LLC$447,913$80,751,677$37,945,395$118,697,072
40SCOTTSDALE WEALTH PLANNING, INC.$298,080$118,635,900$118,635,900
41MEIXLER INVESTMENT MANAGEMENT, LTD.$143,950$108,826,544$108,826,544
42WEALTH ENGINEERING, LLC$462,456$106,364,984$106,364,984

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 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.