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
1Taylor Frigon Capital Management LLC$2,758,614$377,930,074$377,930,074
2Wall Capital Group, Inc.$2,198,788$517,676,250$986,294,642$1,503,970,892
3TFO Phoenix, Inc.$2,104,322$2,879,583,892$11,754,632$2,891,338,524
4Raskob Kambourian Financial Advisors, Ltd.$1,373,452$67,299,148$97,515,119$164,814,267
517 Capital Partners, LLC$1,111,633$141,177,415$141,177,415
6MRA ASSOCIATES$1,090,565$1,742,370,597$901,158,881$2,643,529,478
7Degreen Capital Management, LLC$1,057,561$291,886,916$291,886,916
8Gordian Advisors, LLC$933,666$97,338,647$48,313,314$145,651,961
9Sterling Investment Management, Inc.$876,249$354,004,670$354,004,670
10ICW Investment Advisors, LLC$800,000$202,200,000$1,000,000$203,200,000
11Intrinsic Value Partners, LLC$789,097$154,662,971$154,662,971
12Vigilare Wealth Management LLC$710,611$264,781,825$20,173,340$284,955,165
13Sage Financial Advisors Inc.$698,235$201,091,623$201,091,623
14Versant Capital Management, Inc.$662,587$758,036,583$38,392,896$796,429,479
15Decisionpoint Financial, LLC$610,085$405,706,223$405,706,223
16EXETER FINANCIAL, LLC$599,825$287,231,324$2,484,113$289,715,437
17Watts Gwilliam & Company, LLC$563,966$329,356,422$329,356,422
18Galvin, Gaustad & Stein, LLC$562,134$1,090,314,319$39,012,102$1,129,326,421
19Autus Asset Management, LLC$551,291$1,244,816,007$1,244,816,007
20Hatton Consulting, Inc.$547,805$428,189,476$12,245,391$440,434,867
21Your Source Financial, Plc.$545,594$262,216,591$24,220,493$286,437,084
22Juncture Wealth Strategies, LLC$521,381$244,077,754$9,834,816$253,912,570
23Wealth Engineering, LLC$509,548$128,406,034$128,406,034
24Windsor Capital Management, LLC$506,327$614,680,371$614,680,371
25Allied Portfolio Management, Inc.$474,473$159,423,000$159,423,000
26Alpha Fiduciary, Inc.$471,275$132,545,076$354,529$132,899,605
27Cole Wealth Management, LLC$462,963$125,000,000$125,000,000
28Robinson, Tigue, Sponcil & Associates, LLC$422,946$316,896,031$40,070,762$356,966,793
29Sensible Money, LLC$413,864$307,501,218$307,501,218
30TCI Wealth Advisors, Inc.$400,966$3,167,012,876$15,052,398$3,182,065,274
31TFI Portfolios, LLC$398,792$82,000,000$50,000,000$132,000,000
32Capital West Partners, LLC$385,068$122,023,093$41,630,754$163,653,847
33Wealth Management Partners, LLC$366,972$400,000,000$40,000,000$440,000,000
34PATHWAYS FINANCIAL PARTNERS,INC.$361,065$126,372,751$126,372,751
35ARQ Wealth Advisors, LLC$358,859$344,199,120$3,534,925$347,734,045
36Intrinsic Wealth Counsel, Inc.$339,538$197,211,208$1,418,686$198,629,894
37Rovin Capital LLC$334,693$288,087,830$7,111,093$295,198,923
38Scottsdale Wealth Planning, Inc.$330,165$125,132,617$125,132,617
39Harmony Asset Management LLC$304,862$88,485,020$22,179,799$110,664,819
40Cambridge Financial Group, LLC$298,283$352,271,894$352,271,894
41WT Wealth Management, LLC$295,967$262,575,119$16,521,410$279,096,529
42Ironwood Financial, LLC$292,838$300,312,894$14,195,189$314,508,083
43Dynamic Advisor Solutions LLC$282,830$2,383,759,498$415,128,400$2,798,887,898
44Perspective Financial Services LLC$262,966$189,394,920$1,518,046$190,912,966
45COPPERWYND FINANCIAL$220,740$365,987,456$365,987,456
46Eaton-Cambridge Inc.$218,947$132,025,270$132,025,270
47Ironwood Wealth Management, LLC$193,314$398,509,408$2,037,734$400,547,142
48Keystone Wealth Partners, LLC$170,846$404,393,614$404,393,614
49Meixler Investment Management, Ltd.$156,089$116,598,111$116,598,111
50Imus Wilkinson Investment Management, LLC$120,667$156,841,948$507,290$157,349,238

Showing 1 to 50 of 50 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 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.