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
117 Capital Partners, LLC$1,111,633$141,177,415$141,177,415
2Allied Portfolio Management, Inc.$474,473$159,423,000$159,423,000
3Alpha Fiduciary, Inc.$471,275$132,545,076$354,529$132,899,605
4ARQ Wealth Advisors, LLC$358,859$344,199,120$3,534,925$347,734,045
5Autus Asset Management, LLC$551,291$1,244,816,007$1,244,816,007
6Cambridge Financial Group, LLC$298,283$352,271,894$352,271,894
7Capital West Partners, LLC$385,068$122,023,093$41,630,754$163,653,847
8Cole Wealth Management, LLC$462,963$125,000,000$125,000,000
9COPPERWYND FINANCIAL$220,740$365,987,456$365,987,456
10Decisionpoint Financial, LLC$610,085$405,706,223$405,706,223
11Degreen Capital Management, LLC$1,057,561$291,886,916$291,886,916
12Dynamic Advisor Solutions LLC$282,830$2,383,759,498$415,128,400$2,798,887,898
13Eaton-Cambridge Inc.$218,947$132,025,270$132,025,270
14EXETER FINANCIAL, LLC$599,825$287,231,324$2,484,113$289,715,437
15Galvin, Gaustad & Stein, LLC$562,134$1,090,314,319$39,012,102$1,129,326,421
16Gordian Advisors, LLC$933,666$97,338,647$48,313,314$145,651,961
17Harmony Asset Management LLC$304,862$88,485,020$22,179,799$110,664,819
18Hatton Consulting, Inc.$547,805$428,189,476$12,245,391$440,434,867
19ICW Investment Advisors, LLC$800,000$202,200,000$1,000,000$203,200,000
20Imus Wilkinson Investment Management, LLC$120,667$156,841,948$507,290$157,349,238
21Intrinsic Value Partners, LLC$789,097$154,662,971$154,662,971
22Intrinsic Wealth Counsel, Inc.$339,538$197,211,208$1,418,686$198,629,894
23Ironwood Financial, LLC$292,838$300,312,894$14,195,189$314,508,083
24Ironwood Wealth Management, LLC$193,314$398,509,408$2,037,734$400,547,142
25Juncture Wealth Strategies, LLC$521,381$244,077,754$9,834,816$253,912,570
26Keystone Wealth Partners, LLC$170,846$404,393,614$404,393,614
27Meixler Investment Management, Ltd.$156,089$116,598,111$116,598,111
28MRA ASSOCIATES$1,090,565$1,742,370,597$901,158,881$2,643,529,478
29PATHWAYS FINANCIAL PARTNERS,INC.$361,065$126,372,751$126,372,751
30Perspective Financial Services LLC$262,966$189,394,920$1,518,046$190,912,966
31Raskob Kambourian Financial Advisors, Ltd.$1,373,452$67,299,148$97,515,119$164,814,267
32Robinson, Tigue, Sponcil & Associates, LLC$422,946$316,896,031$40,070,762$356,966,793
33Rovin Capital LLC$334,693$288,087,830$7,111,093$295,198,923
34Sage Financial Advisors Inc.$698,235$201,091,623$201,091,623
35Scottsdale Wealth Planning, Inc.$330,165$125,132,617$125,132,617
36Sensible Money, LLC$413,864$307,501,218$307,501,218
37Sterling Investment Management, Inc.$876,249$354,004,670$354,004,670
38Taylor Frigon Capital Management LLC$2,758,614$377,930,074$377,930,074
39TCI Wealth Advisors, Inc.$400,966$3,167,012,876$15,052,398$3,182,065,274
40TFI Portfolios, LLC$398,792$82,000,000$50,000,000$132,000,000
41TFO Phoenix, Inc.$2,104,322$2,879,583,892$11,754,632$2,891,338,524
42Versant Capital Management, Inc.$662,587$758,036,583$38,392,896$796,429,479
43Vigilare Wealth Management LLC$710,611$264,781,825$20,173,340$284,955,165
44Wall Capital Group, Inc.$2,198,788$517,676,250$986,294,642$1,503,970,892
45Watts Gwilliam & Company, LLC$563,966$329,356,422$329,356,422
46Wealth Engineering, LLC$509,548$128,406,034$128,406,034
47Wealth Management Partners, LLC$366,972$400,000,000$40,000,000$440,000,000
48Windsor Capital Management, LLC$506,327$614,680,371$614,680,371
49WT Wealth Management, LLC$295,967$262,575,119$16,521,410$279,096,529
50Your Source Financial, Plc.$545,594$262,216,591$24,220,493$286,437,084

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.