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
1IMUS WILKINSON INVESTMENT MANAGEMENT, LLC$114,919$124,646,600$500,481$125,147,081
2MEIXLER INVESTMENT MANAGEMENT, LTD.$143,950$108,826,544$108,826,544
3KEYSTONE WEALTH PARTNERS LLC$158,988$276,798,382$276,798,382
4COPPERWYND FINANCIAL$220,740$365,987,456$365,987,456
5EATON-CAMBRIDGE INC.$237,209$129,516,131$129,516,131
6PERSPECTIVE FINANCIAL SERVICES LLC$240,690$167,537,874$3,351,953$170,889,827
7WT WEALTH MANAGEMENT, LLC$249,560$169,083,242$10,600,000$179,683,242
8DYNAMIC WEALTH ADVISORS$263,406$1,781,091,553$335,637,641$2,116,729,194
9CAMBRIDGE FINANCIAL GROUP, LLC$275,231$300,552,630$300,552,630
10SCOTTSDALE WEALTH PLANNING, INC.$298,080$118,635,900$118,635,900
11ROVIN CAPITAL$299,699$233,901,972$5,857,173$239,759,145
12INTRINSIC WEALTH COUNSEL, INC.$306,805$171,774,476$1,570,175$173,344,651
13IRONWOOD FINANCIAL, LLC$311,296$211,327,065$18,409,354$229,736,419
14CAPITAL WEST PARTNERS, LLC$324,558$120,084,799$45,115,389$165,200,188
15ARQ WEALTH ADVISORS, LLC$336,107$272,419,393$2,852,191$275,271,584
16HARMONY ASSET MANAGEMENT LLC$360,525$99,058,729$20,274,952$119,333,681
17PATHWAYS FINANCIAL PARTNERS,INC.$361,065$126,372,751$126,372,751
18TCI WEALTH ADVISORS, INC.$362,479$2,896,189,829$77,222,816$2,973,412,645
19SENSIBLE MONEY, LLC$365,027$242,377,941$242,377,941
20RTS PRIVATE WEALTH MANAGEMENT$373,974$269,386,288$40,264,270$309,650,558
21DEGREEN CAPITAL MANAGEMENT, LLC$378,361$215,503,366$2,053,928$217,557,294
22ALLIED PORTFOLIO MANAGEMENT, INC.$440,981$144,200,723$144,200,723
23GORDIAN ADVISORS, LLC$447,913$80,751,677$37,945,395$118,697,072
24WATTS GWILLIAM & COMPANY, LLC$460,361$267,469,514$267,469,514
25WEALTH ENGINEERING, LLC$462,456$106,364,984$106,364,984
26EMPOWERMENT FINANCIAL GROUP$483,989$135,000,000$33,000$135,033,000
27WINDSOR CAPITAL MANAGEMENT, LLC$484,862$571,652,668$571,652,668
28YOUR SOURCE FINANCIAL$494,905$259,646,353$18,985,286$278,631,639
29COLE WEALTH MANAGEMENT, LLC$507,246$140,000,000$140,000,000
30HATTON CONSULTING, INC.$516,425$380,763,009$8,104,860$388,867,869
31ALPHA FIDUCIARY$534,145$156,229,557$2,411,470$158,641,027
32GALVIN, GAUSTAD & STEIN, LLC$545,921$1,045,966,185$21,854,580$1,067,820,765
33SAGE FINANCIAL ADVISORS INC.$597,127$167,195,578$167,195,578
34EXETER FINANCIAL, LLC$599,825$287,231,324$2,484,113$289,715,437
35VERSANT CAPITAL MANAGEMENT, INC.$627,118$727,616,580$44,992,789$772,609,369
36INTELLIGENT CAPITALWORKS$710,196$180,000,000$1,100,000$181,100,000
37INTRINSIC VALUE PARTNERS, LLC$717,367$142,038,670$142,038,670
38VIGILARE WEALTH MANAGEMENT LLC$721,603$257,741,731$17,910,612$275,652,343
39STERLING INVESTMENT MANAGEMENT, INC.$756,797$304,989,052$304,989,052
40MRA ASSOCIATES$1,090,565$1,742,370,597$901,158,881$2,643,529,478
41RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD.$2,086,347$108,256,357$83,687,537$191,943,894
42WALL CAPITAL GROUP, INC.$2,209,427$435,058,594$1,005,487,611$1,440,546,205

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 Sabrina Straub.

*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.