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

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.