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
1Tci Wealth Advisors, Inc.$362,479$2,896,189,829$77,222,816$2,973,412,645
2Mra Associates$1,090,565$1,742,370,597$901,158,881$2,643,529,478
3Galvin, Gaustad & Stein, Llc$545,921$1,045,966,185$21,854,580$1,067,820,765
4Versant Capital Management, Inc.$627,118$727,616,580$44,992,789$772,609,369
5Windsor Capital Management, Llc$484,862$571,652,668$571,652,668
6Alpha Fiduciary$1,534,220$307,003,297$197,755,136$504,758,433
7Hatton Consulting, Inc.$516,425$380,763,009$8,104,860$388,867,869
8Copperwynd Financial$220,740$365,987,456$365,987,456
9Sterling Investment Management, Inc.$687,324$316,168,998$316,168,998
10Rts Private Wealth Management$373,974$269,386,288$40,264,270$309,650,558
11Cambridge Financial Group, Llc$275,231$300,552,630$300,552,630
12Ironwood Wealth Management, Llc$184,432$296,103,491$3,783,458$299,886,949
13Exeter Financial, Llc$599,825$287,231,324$2,484,113$289,715,437
14Your Source Financial$494,905$259,646,353$18,985,286$278,631,639
15Vigilare Wealth Management Llc$721,603$257,741,731$17,910,612$275,652,343
16Arq Wealth Advisors, Llc$336,107$272,419,393$2,852,191$275,271,584
17Watts Gwilliam & Company, Llc$460,361$267,469,514$267,469,514
18Sensible Money, Llc$365,027$242,377,941$242,377,941
19Rovin Capital$299,699$233,901,972$5,857,173$239,759,145
20Ironwood Financial, Llc$311,296$211,327,065$18,409,354$229,736,419
21Degreen Capital Management, Llc$378,361$215,503,366$2,053,928$217,557,294
22Intelligent Capitalworks$710,196$180,000,000$1,100,000$181,100,000
23Intrinsic Wealth Counsel, Inc.$306,805$171,774,476$1,570,175$173,344,651
24Perspective Financial Services Llc$240,690$167,537,874$3,351,953$170,889,827
25Sage Financial Advisors Inc.$597,127$167,195,578$167,195,578
26Allied Portfolio Management, Inc.$499,105$148,639,427$93,780$148,733,207
27Intrinsic Value Partners, Llc$717,367$142,038,670$142,038,670
28Providus Advisors, Llc$557,290$118,702,771$118,702,771
29Gordian Advisors, Llc$447,913$80,751,677$37,945,395$118,697,072
30Meixler Investment Management, Ltd.$143,950$108,826,544$108,826,544

Showing 1 to 30 of 30 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.