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
1Your Source Financial, Plc.$545,594$262,216,591$24,220,493$286,437,084
2WT Wealth Management, LLC$295,967$262,575,119$16,521,410$279,096,529
3Windsor Capital Management, LLC$506,327$614,680,371$614,680,371
4Wealth Management Partners, LLC$366,972$400,000,000$40,000,000$440,000,000
5Wealth Engineering, LLC$509,548$128,406,034$128,406,034
6Watts Gwilliam & Company, LLC$563,966$329,356,422$329,356,422
7Wall Capital Group, Inc.$2,198,788$517,676,250$986,294,642$1,503,970,892
8Vigilare Wealth Management LLC$710,611$264,781,825$20,173,340$284,955,165
9Versant Capital Management, Inc.$662,587$758,036,583$38,392,896$796,429,479
10TFO Phoenix, Inc.$2,104,322$2,879,583,892$11,754,632$2,891,338,524
11TFI Portfolios, LLC$398,792$82,000,000$50,000,000$132,000,000
12TCI Wealth Advisors, Inc.$400,966$3,167,012,876$15,052,398$3,182,065,274
13Taylor Frigon Capital Management LLC$2,758,614$377,930,074$377,930,074
14Sterling Investment Management, Inc.$876,249$354,004,670$354,004,670
15Sensible Money, LLC$413,864$307,501,218$307,501,218
16Scottsdale Wealth Planning, Inc.$330,165$125,132,617$125,132,617
17Sage Financial Advisors Inc.$698,235$201,091,623$201,091,623
18Rovin Capital LLC$334,693$288,087,830$7,111,093$295,198,923
19Robinson, Tigue, Sponcil & Associates, LLC$422,946$316,896,031$40,070,762$356,966,793
20Raskob Kambourian Financial Advisors, Ltd.$1,373,452$67,299,148$97,515,119$164,814,267
21Perspective Financial Services LLC$262,966$189,394,920$1,518,046$190,912,966
22PATHWAYS FINANCIAL PARTNERS,INC.$361,065$126,372,751$126,372,751
23MRA ASSOCIATES$1,090,565$1,742,370,597$901,158,881$2,643,529,478
24Meixler Investment Management, Ltd.$156,089$116,598,111$116,598,111
25Keystone Wealth Partners, LLC$170,846$404,393,614$404,393,614
26Juncture Wealth Strategies, LLC$521,381$244,077,754$9,834,816$253,912,570
27Ironwood Wealth Management, LLC$193,314$398,509,408$2,037,734$400,547,142
28Ironwood Financial, LLC$292,838$300,312,894$14,195,189$314,508,083
29Intrinsic Wealth Counsel, Inc.$339,538$197,211,208$1,418,686$198,629,894
30Intrinsic Value Partners, LLC$789,097$154,662,971$154,662,971
31Imus Wilkinson Investment Management, LLC$120,667$156,841,948$507,290$157,349,238
32ICW Investment Advisors, LLC$800,000$202,200,000$1,000,000$203,200,000
33Hatton Consulting, Inc.$547,805$428,189,476$12,245,391$440,434,867
34Harmony Asset Management LLC$304,862$88,485,020$22,179,799$110,664,819
35Gordian Advisors, LLC$933,666$97,338,647$48,313,314$145,651,961
36Galvin, Gaustad & Stein, LLC$562,134$1,090,314,319$39,012,102$1,129,326,421
37EXETER FINANCIAL, LLC$599,825$287,231,324$2,484,113$289,715,437
38Eaton-Cambridge Inc.$218,947$132,025,270$132,025,270
39Dynamic Advisor Solutions LLC$282,830$2,383,759,498$415,128,400$2,798,887,898
40Degreen Capital Management, LLC$1,057,561$291,886,916$291,886,916
41Decisionpoint Financial, LLC$610,085$405,706,223$405,706,223
42COPPERWYND FINANCIAL$220,740$365,987,456$365,987,456
43Cole Wealth Management, LLC$462,963$125,000,000$125,000,000
44Capital West Partners, LLC$385,068$122,023,093$41,630,754$163,653,847
45Cambridge Financial Group, LLC$298,283$352,271,894$352,271,894
46Autus Asset Management, LLC$551,291$1,244,816,007$1,244,816,007
47ARQ Wealth Advisors, LLC$358,859$344,199,120$3,534,925$347,734,045
48Alpha Fiduciary, Inc.$471,275$132,545,076$354,529$132,899,605
49Allied Portfolio Management, Inc.$474,473$159,423,000$159,423,000
5017 Capital Partners, LLC$1,111,633$141,177,415$141,177,415

Showing 1 to 50 of 50 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 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.