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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Imus Wilkinson Investment Management, LLC$120,667$156,841,948$507,290$157,349,238
2Meixler Investment Management, Ltd.$156,089$116,598,111$116,598,111
3Keystone Wealth Partners, LLC$170,846$404,393,614$404,393,614
4Ironwood Wealth Management, LLC$193,314$398,509,408$2,037,734$400,547,142
5Eaton-Cambridge Inc.$218,947$132,025,270$132,025,270
6COPPERWYND FINANCIAL$220,740$365,987,456$365,987,456
7Perspective Financial Services LLC$262,966$189,394,920$1,518,046$190,912,966
8Dynamic Advisor Solutions LLC$282,830$2,383,759,498$415,128,400$2,798,887,898
9Ironwood Financial, LLC$292,838$300,312,894$14,195,189$314,508,083
10WT Wealth Management, LLC$295,967$262,575,119$16,521,410$279,096,529
11Cambridge Financial Group, LLC$298,283$352,271,894$352,271,894
12Harmony Asset Management LLC$304,862$88,485,020$22,179,799$110,664,819
13Scottsdale Wealth Planning, Inc.$330,165$125,132,617$125,132,617
14Rovin Capital LLC$334,693$288,087,830$7,111,093$295,198,923
15Intrinsic Wealth Counsel, Inc.$339,538$197,211,208$1,418,686$198,629,894
16ARQ Wealth Advisors, LLC$358,859$344,199,120$3,534,925$347,734,045
17PATHWAYS FINANCIAL PARTNERS,INC.$361,065$126,372,751$126,372,751
18Wealth Management Partners, LLC$366,972$400,000,000$40,000,000$440,000,000
19Capital West Partners, LLC$385,068$122,023,093$41,630,754$163,653,847
20TFI Portfolios, LLC$398,792$82,000,000$50,000,000$132,000,000
21TCI Wealth Advisors, Inc.$400,966$3,167,012,876$15,052,398$3,182,065,274
22Sensible Money, LLC$413,864$307,501,218$307,501,218
23Robinson, Tigue, Sponcil & Associates, LLC$422,946$316,896,031$40,070,762$356,966,793
24Cole Wealth Management, LLC$462,963$125,000,000$125,000,000
25Alpha Fiduciary, Inc.$471,275$132,545,076$354,529$132,899,605
26Allied Portfolio Management, Inc.$474,473$159,423,000$159,423,000
27Windsor Capital Management, LLC$506,327$614,680,371$614,680,371
28Wealth Engineering, LLC$509,548$128,406,034$128,406,034
29Juncture Wealth Strategies, LLC$521,381$244,077,754$9,834,816$253,912,570
30Your Source Financial, Plc.$545,594$262,216,591$24,220,493$286,437,084
31Hatton Consulting, Inc.$547,805$428,189,476$12,245,391$440,434,867
32Autus Asset Management, LLC$551,291$1,244,816,007$1,244,816,007
33Galvin, Gaustad & Stein, LLC$562,134$1,090,314,319$39,012,102$1,129,326,421
34Watts Gwilliam & Company, LLC$563,966$329,356,422$329,356,422
35EXETER FINANCIAL, LLC$599,825$287,231,324$2,484,113$289,715,437
36Decisionpoint Financial, LLC$610,085$405,706,223$405,706,223
37Versant Capital Management, Inc.$662,587$758,036,583$38,392,896$796,429,479
38Sage Financial Advisors Inc.$698,235$201,091,623$201,091,623
39Vigilare Wealth Management LLC$710,611$264,781,825$20,173,340$284,955,165
40Intrinsic Value Partners, LLC$789,097$154,662,971$154,662,971
41ICW Investment Advisors, LLC$800,000$202,200,000$1,000,000$203,200,000
42Sterling Investment Management, Inc.$876,249$354,004,670$354,004,670
43Gordian Advisors, LLC$933,666$97,338,647$48,313,314$145,651,961
44Degreen Capital Management, LLC$1,057,561$291,886,916$291,886,916
45MRA ASSOCIATES$1,090,565$1,742,370,597$901,158,881$2,643,529,478
4617 Capital Partners, LLC$1,111,633$141,177,415$141,177,415
47Raskob Kambourian Financial Advisors, Ltd.$1,373,452$67,299,148$97,515,119$164,814,267
48TFO Phoenix, Inc.$2,104,322$2,879,583,892$11,754,632$2,891,338,524
49Wall Capital Group, Inc.$2,198,788$517,676,250$986,294,642$1,503,970,892
50Taylor Frigon Capital Management LLC$2,758,614$377,930,074$377,930,074

Showing 1 to 50 of 50 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 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.