RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

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      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      1701HERITAGE WEALTH MANAGEMENT$437,966$208,548,000$10,435,140$218,983,140
      1702HERITAGE WEALTH ARCHITECTS, INC.$379,612$167,561,997$43,502,047$211,064,044
      1703HERITAGE WEALTH ADVISORS$687,173$404,057,501—$404,057,501
      1704HERITAGE WEALTH ADVISORS$2,563,914$3,257,547,477$67,848,662$3,325,396,139
      1705HERITAGE RETIREMENT ADVISORS, LLC$593,236$191,615,164—$191,615,164
      1706HERITAGE INVESTORS MANAGEMENT CORP$2,694,427$3,604,146,912$11,774,530$3,615,921,442
      1707HERITAGE INVESTMENT GROUP, INC.$896,235$1,692,091,393—$1,692,091,393
      1708HERITAGE FINANCIAL SERVICES, LLC$436,848$2,228,359,850—$2,228,359,850
      1709HERITAGE FINANCIAL PLANNING$520,828$262,497,085—$262,497,085
      1710HERITAGE FINANCIAL LLC$200,082$209,627,579$30,670,900$240,298,479
      1711HERITAGE FINANCIAL COUNSELORS, LLC$448,266—$168,548,081$168,548,081
      1712HERITAGE FINANCIAL ADVISORS, LLC$333,783—$157,545,608$157,545,608
      1713HENRY H. ARMSTRONG ASSOCIATES, INC.$7,328,180$1,055,257,923—$1,055,257,923
      1714HENRY + HORNE WEALTH MANAGEMENT$2,146,392$738,358,755—$738,358,755
      1715HENDERSHOTT WEALTH MANAGEMENT, LLC$342,888—$153,613,622$153,613,622
      1716HEMSLEY ADVISORS, LTD.$735,119$32,854,950$422,183,501$455,038,451
      1717HEMMING& WEALTH MANAGEMENT, INC.$136,114$181,877,878$8,817,655$190,695,533
      1718HEMINGTON WEALTH MANAGEMENT$657,479$934,277,138—$934,277,138
      1719HELMSMAN FINANCIAL GROUP, LLC$615,732$63,055,270$101,345,304$164,400,574
      1720HELM INVESTMENT MANAGEMENT, LLC$586,877$286,395,940—$286,395,940
      1721HELLER WEALTH MANAGEMENT$572,265$320,342,001$3,559,852$323,901,853
      1722HEISTEN FINANCIAL, LLC$946,430$104,268,018$10,250,000$114,518,018
      1723HEADINVEST$862,536$883,236,624—$883,236,624
      1724HCO PRIVATE WEALTH$278,522$165,720,756—$165,720,756
      1725HCM WEALTH ADVISORS$390,299$894,566,067—$894,566,067
      1726HC FINANCIAL ADVISORS INC$530,524$534,768,166—$534,768,166
      1727HC ADVISORS LLC$565,520$392,818,145$27,928,822$420,746,967
      1728HBC FINANCIAL SERVICES, PLLC$688,981$448,379,817$19,438,559$467,818,376
      1729HAYMARKET WEALTH MANAGEMENT LLC$2,089,977$110,743,127$447,280,659$558,023,786
      1730HAYES FINANCIAL, INC.$496,412$342,047,535$2,958,936$345,006,471
      1731HAYDEN HARPER WEALTH ADVISORY, LLC$545,954$124,477,430—$124,477,430
      1732HAVERDINK FINANCIAL MANAGEMENT, LLC$373,024$154,432,000—$154,432,000
      1733HAVEN WEALTH GROUP$403,820$260,867,459—$260,867,459
      1734HAUSMAN ADVISORS, LLC$281,553$129,795,932—$129,795,932
      1735HASSELL WEALTH MANAGEMENT$294,785$246,735,025—$246,735,025
      1736HARVEST FINANCIAL PARTNERS$316,290$102,322,585$3,634,655$105,957,240
      1737HARVEST FINANCIAL ADVISORS, LLC$407,641$380,094,735$21,023,901$401,118,636
      1738HARRINGTON INVESTMENTS, INC.$1,539,430$328,380,757$1,057,359$329,438,116
      1739HARRELL INVESTMENT PARTNERS, LLC$704,629$489,499,622$16,423,762$505,923,384
      1740HARPSWELL CAPITAL ADVISORS, LLC$4,067,738$471,857,659—$471,857,659
      1741HAROLD DAVIDSON & ASSOCIATES INC$802,373$353,044,173—$353,044,173
      1742HARMONY ASSET MANAGEMENT LLC$351,497$116,697,087—$116,697,087
      1743HARFST AND ASSOCIATES, INC.$422,036$582,667,131$1,008,625$583,675,756
      1744HARDIN CAPITAL PARTNERS, LLC$315,633$179,051,684$141,000,521$320,052,205
      1745HARBOUR INVESTMENT MANAGEMENT L.L.C.$840,625$406,862,546—$406,862,546
      1746HARBOUR CAPITAL ADVISORS, LLC$2,064,805$578,145,484—$578,145,484
      1747HARBOR FINANCIAL GROUP, INC.$403,274$336,765,300$4,404,700$341,170,000
      1748HARBOR ADVISORY CORPORATION$953,158$383,369,318$8,378,482$391,747,800
      1749HANSON & DOREMUS INVESTMENT MANAGEMENT$546,092$602,212,258$36,715,039$638,927,297
      1750HANSEATIC MANAGEMENT SERVICES INC$927,152$140,000,000—$140,000,000
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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.