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
1Your Source Financial, Plc.$545,594$262,216,591$24,220,493$286,437,084
2Windsor Capital Management, LLC$506,327$614,680,371$614,680,371
3Wealth Management Partners, LLC$366,972$400,000,000$40,000,000$440,000,000
4Wealth Engineering, LLC$509,548$128,406,034$128,406,034
5Watts Gwilliam & Company, LLC$563,966$329,356,422$329,356,422
6Vigilare Wealth Management LLC$710,611$264,781,825$20,173,340$284,955,165
7Versant Capital Management, Inc.$662,587$758,036,583$38,392,896$796,429,479
8TFO Phoenix, Inc.$2,104,322$2,879,583,892$11,754,632$2,891,338,524
9TCI Wealth Advisors, Inc.$400,966$3,167,012,876$15,052,398$3,182,065,274
10Taylor Frigon Capital Management LLC$2,758,614$377,930,074$377,930,074
11Sterling Investment Management, Inc.$876,249$354,004,670$354,004,670
12Sensible Money, LLC$413,864$307,501,218$307,501,218
13Scottsdale Wealth Planning, Inc.$330,165$125,132,617$125,132,617
14Sage Financial Advisors Inc.$698,235$201,091,623$201,091,623
15Rovin Capital LLC$334,693$288,087,830$7,111,093$295,198,923
16Robinson, Tigue, Sponcil & Associates, LLC$422,946$316,896,031$40,070,762$356,966,793
17Perspective Financial Services LLC$262,966$189,394,920$1,518,046$190,912,966
18PATHWAYS FINANCIAL PARTNERS,INC.$361,065$126,372,751$126,372,751
19MRA ASSOCIATES$1,090,565$1,742,370,597$901,158,881$2,643,529,478
20Juncture Wealth Strategies, LLC$521,381$244,077,754$9,834,816$253,912,570
21Ironwood Wealth Management, LLC$193,314$398,509,408$2,037,734$400,547,142
22Ironwood Financial, LLC$292,838$300,312,894$14,195,189$314,508,083
23Intrinsic Wealth Counsel, Inc.$339,538$197,211,208$1,418,686$198,629,894
24Intrinsic Value Partners, LLC$789,097$154,662,971$154,662,971
25Imus Wilkinson Investment Management, LLC$120,667$156,841,948$507,290$157,349,238
26ICW Investment Advisors, LLC$800,000$202,200,000$1,000,000$203,200,000
27Hatton Consulting, Inc.$547,805$428,189,476$12,245,391$440,434,867
28Harmony Asset Management LLC$304,862$88,485,020$22,179,799$110,664,819
29Gordian Advisors, LLC$933,666$97,338,647$48,313,314$145,651,961
30Galvin, Gaustad & Stein, LLC$562,134$1,090,314,319$39,012,102$1,129,326,421
31EXETER FINANCIAL, LLC$599,825$287,231,324$2,484,113$289,715,437
32Eaton-Cambridge Inc.$218,947$132,025,270$132,025,270
33Dynamic Advisor Solutions LLC$282,830$2,383,759,498$415,128,400$2,798,887,898
34Degreen Capital Management, LLC$1,057,561$291,886,916$291,886,916
35COPPERWYND FINANCIAL$220,740$365,987,456$365,987,456
36Capital West Partners, LLC$385,068$122,023,093$41,630,754$163,653,847
37Cambridge Financial Group, LLC$298,283$352,271,894$352,271,894
38Autus Asset Management, LLC$551,291$1,244,816,007$1,244,816,007
39ARQ Wealth Advisors, LLC$358,859$344,199,120$3,534,925$347,734,045
40Alpha Fiduciary, Inc.$471,275$132,545,076$354,529$132,899,605
41Allied Portfolio Management, Inc.$474,473$159,423,000$159,423,000
4217 Capital Partners, LLC$1,111,633$141,177,415$141,177,415

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.