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
1MEIXLER INVESTMENT MANAGEMENT, LTD.$143,950$108,826,544$108,826,544
2COPPERWYND FINANCIAL$220,740$365,987,456$365,987,456
3EATON-CAMBRIDGE INC.$237,209$129,516,131$129,516,131
4PERSPECTIVE FINANCIAL SERVICES LLC$240,690$167,537,874$3,351,953$170,889,827
5DYNAMIC WEALTH ADVISORS$263,406$1,781,091,553$335,637,641$2,116,729,194
6CAMBRIDGE FINANCIAL GROUP, LLC$275,231$300,552,630$300,552,630
7SCOTTSDALE WEALTH PLANNING, INC.$298,080$118,635,900$118,635,900
8ROVIN CAPITAL$299,699$233,901,972$5,857,173$239,759,145
9INTRINSIC WEALTH COUNSEL, INC.$306,805$171,774,476$1,570,175$173,344,651
10IRONWOOD FINANCIAL, LLC$311,296$211,327,065$18,409,354$229,736,419
11CAPITAL WEST PARTNERS, LLC$324,558$120,084,799$45,115,389$165,200,188
12ARQ WEALTH ADVISORS, LLC$336,107$272,419,393$2,852,191$275,271,584
13HARMONY ASSET MANAGEMENT LLC$360,525$99,058,729$20,274,952$119,333,681
14PATHWAYS FINANCIAL PARTNERS,INC.$361,065$126,372,751$126,372,751
15TCI WEALTH ADVISORS, INC.$362,479$2,896,189,829$77,222,816$2,973,412,645
16SENSIBLE MONEY, LLC$365,027$242,377,941$242,377,941
17RTS PRIVATE WEALTH MANAGEMENT$373,974$269,386,288$40,264,270$309,650,558
18DEGREEN CAPITAL MANAGEMENT, LLC$378,361$215,503,366$2,053,928$217,557,294
19ALLIED PORTFOLIO MANAGEMENT, INC.$440,981$144,200,723$144,200,723
20GORDIAN ADVISORS, LLC$447,913$80,751,677$37,945,395$118,697,072
21WATTS GWILLIAM & COMPANY, LLC$460,361$267,469,514$267,469,514
22WEALTH ENGINEERING, LLC$462,456$106,364,984$106,364,984
23WINDSOR CAPITAL MANAGEMENT, LLC$484,862$571,652,668$571,652,668
24YOUR SOURCE FINANCIAL$494,905$259,646,353$18,985,286$278,631,639
25HATTON CONSULTING, INC.$516,425$380,763,009$8,104,860$388,867,869
26GALVIN, GAUSTAD & STEIN, LLC$545,921$1,045,966,185$21,854,580$1,067,820,765
27SAGE FINANCIAL ADVISORS INC.$597,127$167,195,578$167,195,578
28EXETER FINANCIAL, LLC$599,825$287,231,324$2,484,113$289,715,437
29VERSANT CAPITAL MANAGEMENT, INC.$627,118$727,616,580$44,992,789$772,609,369
30INTELLIGENT CAPITALWORKS$710,196$180,000,000$1,100,000$181,100,000
31INTRINSIC VALUE PARTNERS, LLC$717,367$142,038,670$142,038,670
32VIGILARE WEALTH MANAGEMENT LLC$721,603$257,741,731$17,910,612$275,652,343
33STERLING INVESTMENT MANAGEMENT, INC.$756,797$304,989,052$304,989,052
34MRA ASSOCIATES$1,090,565$1,742,370,597$901,158,881$2,643,529,478

Showing 1 to 34 of 34 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 Sabrina Straub.

*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.