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$311,750$242,136,000$4,458,100$246,594,100
3Cambridge Financial Group, Llc$132,013$234,455,054$234,455,054
4Capital West Partners, Llc$311,884$94,015,437$46,020,581$140,036,018
5Cole Wealth Management, Llc$426,154$110,800,000$110,800,000
6Decisionpoint Financial, Llc$658,009$230,961,022$230,961,022
7Degreen Capital Management, Llc$361,962$203,800,254$3,604,050$207,404,304
8Dynamic Wealth Advisors$232,273$1,298,701,687$152,541,188$1,451,242,875
9Eaton-Cambridge Inc.$224,111$111,383,203$111,383,203
10Empowerment Financial Group$468,819$134,551,000$134,551,000
11Exeter Financial, Llc$561,073$251,774,030$1,830,919$253,604,949
12Galvin, Gaustad & Stein, Llc$454,436$761,445,664$17,911,828$779,357,492
13Gordian Advisors, Llc$1,168,391$62,900,375$37,581,221$100,481,596
14Hatton Consulting, Inc.$439,406$319,700,000$5,900,000$325,600,000
15Imus Wilkinson Investment Management, Llc$116,670$112,952,827$566,618$113,519,445
16Intelligent Capitalworks$730,631$160,600,000$1,600,000$162,200,000
17Intrinsic Value Partners, Llc$608,262$125,301,954$125,301,954
18Intrinsic Wealth Counsel, Inc.$281,268$153,022,416$1,393,900$154,416,316
19Ironwood Financial, Llc$227,512$171,380,108$17,000,000$188,380,108
20Ironwood Wealth Management, Llc$128,158$233,973,014$3,374,928$237,347,942
22Kingdom Financial Group, Llc$142,572$107,071,914$107,071,914
23Meixler Investment Management, Ltd.$145,279$103,584,000$103,584,000
24MRA Associates$1,044,316$1,607,461,673$711,964,906$2,319,426,579
25Perspective Financial Services Llc$205,688$141,528,129$2,864,605$144,392,734
26Providus Advisors, Llc$350,882$112,632,961$112,632,961
27Raskob Kambourian Financial Advisors, Ltd.$1,613,413$53,811,000$94,623,000$148,434,000
28Rovin Capital$282,093$215,526,623$19,456,647$234,983,270
29Rts Private Wealth Management$343,600$234,133,409$39,028,775$273,162,184
30Sage Financial Advisors Inc.$514,077$131,603,607$131,603,607
31Sensible Money, Llc$285,891$174,965,169$174,965,169
32Sterling Investment Management, Inc.$619,048$288,476,253$288,476,253
33Surevest Wealth Management$484,907$328,525,501$7,030,076$335,555,577
34Tci Wealth Advisors, Inc.$322,543$2,408,610,296$55,616,753$2,464,227,049
35Tmd & Associates, Inc.$371,705$400,886,000$12,078,000$412,964,000
36Versant Capital Management, Inc.$641,056$833,816,292$37,378,144$871,194,436
37Vigilare Wealth Management Llc$546,094$227,858,613$16,245,568$244,104,181
38Wall Capital Group, Inc.$2,257,664$351,840,316$736,353,820$1,088,194,136
39Watts Gwilliam & Company, Llc$287,683$245,750,000$10,000,000$255,750,000
40Wealthplan Advisors$1,836,024$244,491,573$1,345,504,903$1,589,996,476
41Windsor Capital Management, Llc$438,500$502,082,972$502,082,972
42Wt Wealth Management, Llc$216,530$136,279,036$2,300,000$138,579,036
43Your Source Financial$443,498$223,854,795$23,173,806$247,028,601

Showing 1 to 43 of 43 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 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.