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.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Allied Portfolio Management, Inc.$499,105$148,639,427$93,780$148,733,207
2ARQ Wealth Advisors, LLC$291,185$209,314,665$4,123,825$213,438,490
3Cambridge Financial Group, LLC$132,013$234,455,054$234,455,054
4Capital West Partners$311,884$94,015,437$46,020,581$140,036,018
5Cole Wealth Management, LLC$426,154$110,800,000$110,800,000
6Dynamic Wealth Advisors$232,273$1,298,701,687$152,541,188$1,451,242,875
7Empowerment Financial Group$468,819$134,551,000$134,551,000
8Exeter Financial, LLC$561,073$251,774,030$1,830,919$253,604,949
9Financial Advisory Corporation$282,093$215,526,623$19,456,647$234,983,270
10Galvin, Gaustad & Stein, LLC$454,436$761,445,664$17,911,828$779,357,492
11Hatton Consulting, Inc.$439,406$319,700,000$5,900,000$325,600,000
12Imus Wilkinson & Mundinger Investment Management, LLC$116,670$112,952,827$566,618$113,519,445
13Intelligent Capitalworks$730,631$160,600,000$1,600,000$162,200,000
14Intrinsic Value Partners$608,262$125,301,954$125,301,954
15Intrinsic Wealth Counsel, Inc.$281,268$153,022,416$1,393,900$154,416,316
16Ironwood Financial$227,512$171,380,108$17,000,000$188,380,108
17Ironwood Wealth Management, LLC$128,158$233,973,014$3,374,928$237,347,942
18KeatsConnelly$913,578$274,675,371$4,879,417$279,554,788
19Kingdom Financial Group, LLC$142,572$107,071,914$107,071,914
20Meixler Investment Management, Ltd..$145,279$103,584,000$103,584,000
21MRA Associates$1,044,316$1,607,461,673$711,964,906$2,319,426,579
22Perspective Financial Services$205,688$141,528,129$2,864,605$144,392,734
23Raskob Kambourian Financial Advisors, Ltd..$1,613,413$53,811,000$94,623,000$148,434,000
24RTS Private Wealth Management$343,600$234,133,409$39,028,775$273,162,184
25Sage Financial Advisors Inc.$514,077$131,603,607$131,603,607
26Sensible Money, LLC$285,891$174,965,169$174,965,169
27Sterling Investment Management, Inc.$619,048$288,476,253$288,476,253
28Strategic Wealth Advisors$448,438$135,029,172$18,784,910$153,814,082
29Surevest Wealth Management$484,907$328,525,501$7,030,076$335,555,577
30TCI Wealth Advisors, Inc.$322,543$2,408,610,296$55,616,753$2,464,227,049
31TMD & Associates, Inc.$371,705$400,886,000$12,078,000$412,964,000
32Versant Capital Management, Inc.$641,056$833,816,292$37,378,144$871,194,436
33Vigilare Wealth Management$546,094$227,858,613$16,245,568$244,104,181
34Wall Capital Group, Inc.$2,257,664$351,840,316$736,353,820$1,088,194,136
35Watts Gwilliam & Company$287,683$245,750,000$10,000,000$255,750,000
36Wealthplan Advisors$1,836,024$244,491,573$1,345,504,903$1,589,996,476
37Windsor Capital Management, LLC$438,500$502,082,972$502,082,972
38WT Wealth Management, LLC$216,530$136,279,036$2,300,000$138,579,036
39Your Source Financial$443,498$223,854,795$23,173,806$247,028,601

Showing 1 to 39 of 39 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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.

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