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

Showing 1 to 42 of 42 entries

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For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.