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

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.