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

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.