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

Showing 1 to 42 of 42 entries

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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.