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 |
|---|---|---|---|---|---|
| 1 | Taylor Frigon Capital Management LLC | $2,758,614 | $377,930,074 | — | $377,930,074 |
| 2 | TFO Phoenix, Inc. | $2,104,322 | $2,879,583,892 | $11,754,632 | $2,891,338,524 |
| 3 | 17 Capital Partners, LLC | $1,111,633 | $141,177,415 | — | $141,177,415 |
| 4 | MRA ASSOCIATES | $1,090,565 | $1,742,370,597 | $901,158,881 | $2,643,529,478 |
| 5 | Degreen Capital Management, LLC | $1,057,561 | $291,886,916 | — | $291,886,916 |
| 6 | Gordian Advisors, LLC | $933,666 | $97,338,647 | $48,313,314 | $145,651,961 |
| 7 | Sterling Investment Management, Inc. | $876,249 | $354,004,670 | — | $354,004,670 |
| 8 | ICW Investment Advisors, LLC | $800,000 | $202,200,000 | $1,000,000 | $203,200,000 |
| 9 | Intrinsic Value Partners, LLC | $789,097 | $154,662,971 | — | $154,662,971 |
| 10 | Vigilare Wealth Management LLC | $710,611 | $264,781,825 | $20,173,340 | $284,955,165 |
| 11 | Sage Financial Advisors Inc. | $698,235 | $201,091,623 | — | $201,091,623 |
| 12 | Versant Capital Management, Inc. | $662,587 | $758,036,583 | $38,392,896 | $796,429,479 |
| 13 | EXETER FINANCIAL, LLC | $599,825 | $287,231,324 | $2,484,113 | $289,715,437 |
| 14 | Watts Gwilliam & Company, LLC | $563,966 | $329,356,422 | — | $329,356,422 |
| 15 | Galvin, Gaustad & Stein, LLC | $562,134 | $1,090,314,319 | $39,012,102 | $1,129,326,421 |
| 16 | Autus Asset Management, LLC | $551,291 | $1,244,816,007 | — | $1,244,816,007 |
| 17 | Hatton Consulting, Inc. | $547,805 | $428,189,476 | $12,245,391 | $440,434,867 |
| 18 | Your Source Financial, Plc. | $545,594 | $262,216,591 | $24,220,493 | $286,437,084 |
| 19 | Juncture Wealth Strategies, LLC | $521,381 | $244,077,754 | $9,834,816 | $253,912,570 |
| 20 | Wealth Engineering, LLC | $509,548 | $128,406,034 | — | $128,406,034 |
| 21 | Windsor Capital Management, LLC | $506,327 | $614,680,371 | — | $614,680,371 |
| 22 | Allied Portfolio Management, Inc. | $474,473 | $159,423,000 | — | $159,423,000 |
| 23 | Alpha Fiduciary, Inc. | $471,275 | $132,545,076 | $354,529 | $132,899,605 |
| 24 | Robinson, Tigue, Sponcil & Associates, LLC | $422,946 | $316,896,031 | $40,070,762 | $356,966,793 |
| 25 | Sensible Money, LLC | $413,864 | $307,501,218 | — | $307,501,218 |
| 26 | TCI Wealth Advisors, Inc. | $400,966 | $3,167,012,876 | $15,052,398 | $3,182,065,274 |
| 27 | Capital West Partners, LLC | $385,068 | $122,023,093 | $41,630,754 | $163,653,847 |
| 28 | Wealth Management Partners, LLC | $366,972 | $400,000,000 | $40,000,000 | $440,000,000 |
| 29 | PATHWAYS FINANCIAL PARTNERS,INC. | $361,065 | $126,372,751 | — | $126,372,751 |
| 30 | ARQ Wealth Advisors, LLC | $358,859 | $344,199,120 | $3,534,925 | $347,734,045 |
| 31 | Intrinsic Wealth Counsel, Inc. | $339,538 | $197,211,208 | $1,418,686 | $198,629,894 |
| 32 | Rovin Capital LLC | $334,693 | $288,087,830 | $7,111,093 | $295,198,923 |
| 33 | Scottsdale Wealth Planning, Inc. | $330,165 | $125,132,617 | — | $125,132,617 |
| 34 | Harmony Asset Management LLC | $304,862 | $88,485,020 | $22,179,799 | $110,664,819 |
| 35 | Cambridge Financial Group, LLC | $298,283 | $352,271,894 | — | $352,271,894 |
| 36 | Ironwood Financial, LLC | $292,838 | $300,312,894 | $14,195,189 | $314,508,083 |
| 37 | Dynamic Advisor Solutions LLC | $282,830 | $2,383,759,498 | $415,128,400 | $2,798,887,898 |
| 38 | Perspective Financial Services LLC | $262,966 | $189,394,920 | $1,518,046 | $190,912,966 |
| 39 | COPPERWYND FINANCIAL | $220,740 | $365,987,456 | — | $365,987,456 |
| 40 | Eaton-Cambridge Inc. | $218,947 | $132,025,270 | — | $132,025,270 |
| 41 | Ironwood Wealth Management, LLC | $193,314 | $398,509,408 | $2,037,734 | $400,547,142 |
| 42 | Imus 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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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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
