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

Showing 1 to 34 of 34 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 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.