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 |
|---|---|---|---|---|---|
| 1 | YOUR SOURCE FINANCIAL | $517,308 | $262,054,369 | $19,361,443 | $281,415,812 |
| 2 | WT WEALTH MANAGEMENT, LLC | $141,575 | $312,209,134 | $16,952,043 | $329,161,177 |
| 3 | WINDSOR CAPITAL MANAGEMENT, LLC | $518,519 | $626,371,000 | — | $626,371,000 |
| 4 | WILKINSON WEALTH MANAGEMENT, LLC | $167,922 | $103,440,080 | — | $103,440,080 |
| 5 | WEALTH MANAGEMENT SOLUTIONS | $299,293 | $152,096,000 | $3,237,000 | $155,333,000 |
| 6 | WEALTH ENGINEERING, LLC | $620,840 | $152,105,784 | — | $152,105,784 |
| 7 | WATTS GWILLIAM & COMPANY, LLC | $540,843 | $429,123,742 | $9,500,000 | $438,623,742 |
| 8 | WALL CAPITAL GROUP, INC. | $1,863,066 | $526,489,192 | $1,070,158,615 | $1,596,647,807 |
| 9 | VIGILARE WEALTH MANAGEMENT LLC | $1,934,397 | $309,946,129 | $26,639,003 | $336,585,132 |
| 10 | VESTPOINTE WEALTH MANAGEMENT, LLC | $314,552 | $110,449,553 | $11,596,780 | $122,046,333 |
| 11 | VERSANT CAPITAL MANAGEMENT, INC. | $698,435 | $805,925,436 | $44,070,121 | $849,995,557 |
| 12 | TFO PHOENIX, INC. | $2,328,113 | $3,562,746,720 | $13,235,232 | $3,575,981,952 |
| 13 | TCI WEALTH ADVISORS, INC. | $430,668 | $3,748,280,993 | $16,185,876 | $3,764,466,869 |
| 14 | TAYLOR FRIGON CAPITAL MANAGEMENT LLC | $3,150,793 | $419,055,483 | — | $419,055,483 |
| 15 | STRATEGIC INCOME GROUP LLC | $303,953 | $267,748,449 | $12,800,121 | $280,548,570 |
| 16 | STERLING INVESTMENT MANAGEMENT, LLC | $774,594 | $337,723,197 | — | $337,723,197 |
| 17 | SENSIBLE MONEY, LLC | $441,427 | $405,671,398 | — | $405,671,398 |
| 18 | SCOTTSDALE WEALTH PLANNING, INC. | $349,940 | $153,273,938 | — | $153,273,938 |
| 19 | SAGE FINANCIAL ADVISORS INC. | $666,027 | $193,813,969 | — | $193,813,969 |
| 20 | ROVIN CAPITAL | $240,899 | $411,115,000 | $38,885,000 | $450,000,000 |
| 21 | RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD. | $1,122,046 | $40,696,608 | $63,653,669 | $104,350,277 |
| 22 | PROFOCUS INCORPORATED | $278,195 | $103,000,000 | $8,000,000 | $111,000,000 |
| 23 | PERSPECTIVE FINANCIAL SERVICES LLC | $297,736 | $229,042,449 | $1,702,891 | $230,745,340 |
| 24 | MEIXLER INVESTMENT MANAGEMENT, LTD. | $177,950 | $137,021,405 | — | $137,021,405 |
| 25 | KEYSTONE WEALTH PARTNERS LLC | $189,104 | $644,276,054 | — | $644,276,054 |
| 26 | JUNCTURE WEALTH STRATEGIES, LLC | $462,172 | $295,723,917 | $6,074,170 | $301,798,087 |
| 27 | IRONWOOD WEALTH MANAGEMENT, LLC | $259,684 | $536,373,007 | $4,807,845 | $541,180,852 |
| 28 | IRONWOOD FINANCIAL, LLC | $878,792 | $420,312,179 | $16,447,325 | $436,759,504 |
| 29 | INTRINSIC WEALTH COUNSEL, INC. | $384,187 | $233,063,418 | $2,058,827 | $235,122,245 |
| 30 | INTRINSIC VALUE PARTNERS, LLC | $873,256 | $183,383,721 | — | $183,383,721 |
| 31 | INTELLIGENT CAPITALWORKS | $919,331 | $247,100,000 | $200,000 | $247,300,000 |
| 32 | IMUS WILKINSON INVESTMENT MANAGEMENT, LLC | $131,893 | $193,089,299 | $529,196 | $193,618,495 |
| 33 | HENRY + HORNE WEALTH MANAGEMENT | $2,146,392 | $738,358,755 | — | $738,358,755 |
| 34 | HARMONY ASSET MANAGEMENT LLC | $351,497 | $116,697,087 | — | $116,697,087 |
| 35 | GORDIAN ADVISORS, LLC | $671,488 | $129,381,569 | $53,934,531 | $183,316,100 |
| 36 | GALVIN, GAUSTAD & STEIN, LLC | $636,098 | $1,263,185,210 | $34,455,473 | $1,297,640,683 |
| 37 | FORTITUDE FAMILY OFFICE | $2,697,605 | $142,441,400 | $3,229,243 | $145,670,643 |
| 38 | FOOTHILLS FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC | $335,757 | $125,237,537 | — | $125,237,537 |
| 39 | DYNAMIC WEALTH ADVISORS | $312,449 | $3,157,592,844 | $147,488,799 | $3,305,081,643 |
| 40 | DECISIONPOINT FINANCIAL, LLC | $631,243 | $495,525,785 | — | $495,525,785 |
| 41 | COLE WEALTH MANAGEMENT, LLC | $508,772 | $145,000,000 | — | $145,000,000 |
| 42 | CAPITAL WEST PARTNERS, LLC | $503,093 | $170,255,229 | $36,012,742 | $206,267,971 |
| 43 | CAMBRIDGE FINANCIAL GROUP, LLC | $335,639 | $411,157,806 | — | $411,157,806 |
| 44 | BRADLEY WEALTH LLC | $234,041 | $200,572,763 | — | $200,572,763 |
| 45 | BLEDSOE ASSET MANAGEMENT, LLC | $225,453 | $133,756,389 | $1,515,503 | $135,271,892 |
| 46 | AUTUS ASSET MANAGEMENT, LLC | $597,794 | $1,438,890,003 | — | $1,438,890,003 |
| 47 | ARQ WEALTH ADVISORS, LLC | $379,417 | $410,074,287 | $1,972,342 | $412,046,629 |
| 48 | ALPHA FIDUCIARY | $580,160 | $156,825,600 | $397,779 | $157,223,379 |
| 49 | ALLIED PORTFOLIO MANAGEMENT, INC. | $507,737 | $179,231,161 | — | $179,231,161 |
| 50 | AIO FINANCIAL, LLC | $231,553 | — | $150,509,163 | $150,509,163 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
