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

Showing 1 to 39 of 39 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 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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.