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 |
|---|---|---|---|---|---|
| 1201 | HALTER FERGUSON FINANCIAL INC | $456,226 | $342,928,967 | $153,216 | $343,082,183 |
| 1202 | HAMEL ASSOCIATES,INC. | $2,201,036 | $471,392,458 | $37,046,844 | $508,439,302 |
| 1203 | HAMILTON CAPITAL | $504,093 | $3,396,534,963 | $237,978,930 | $3,634,513,893 |
| 1204 | HAMILTON POINT INVESTMENT ADVISORS, LLC | $1,171,791 | $755,805,023 | — | $755,805,023 |
| 1205 | HAMRICK INVESTMENT COUNSEL, LLC | $1,054,522 | $272,985,201 | $1,190,543 | $274,175,744 |
| 1206 | HANSEATIC MANAGEMENT SERVICES INC | $927,152 | $140,000,000 | — | $140,000,000 |
| 1207 | HANSON & DOREMUS INVESTMENT MANAGEMENT | $546,092 | $602,212,258 | $36,715,039 | $638,927,297 |
| 1208 | HARBOR ADVISORY CORPORATION | $953,158 | $383,369,318 | $8,378,482 | $391,747,800 |
| 1209 | HARBOR FINANCIAL GROUP, INC. | $403,274 | $336,765,300 | $4,404,700 | $341,170,000 |
| 1210 | HARBOUR CAPITAL ADVISORS, LLC | $2,064,805 | $578,145,484 | — | $578,145,484 |
| 1211 | HARBOUR INVESTMENT MANAGEMENT L.L.C. | $840,625 | $406,862,546 | — | $406,862,546 |
| 1212 | HARDIN CAPITAL PARTNERS, LLC | $315,633 | $179,051,684 | $141,000,521 | $320,052,205 |
| 1213 | HARFST AND ASSOCIATES, INC. | $422,036 | $582,667,131 | $1,008,625 | $583,675,756 |
| 1214 | HARMONY ASSET MANAGEMENT LLC | $351,497 | $116,697,087 | — | $116,697,087 |
| 1215 | HAROLD DAVIDSON & ASSOCIATES INC | $802,373 | $353,044,173 | — | $353,044,173 |
| 1216 | HARPSWELL CAPITAL ADVISORS, LLC | $4,067,738 | $471,857,659 | — | $471,857,659 |
| 1217 | HARRELL INVESTMENT PARTNERS, LLC | $704,629 | $489,499,622 | $16,423,762 | $505,923,384 |
| 1218 | HARRINGTON INVESTMENTS, INC. | $1,539,430 | $328,380,757 | $1,057,359 | $329,438,116 |
| 1219 | HARVEST FINANCIAL ADVISORS, LLC | $407,641 | $380,094,735 | $21,023,901 | $401,118,636 |
| 1220 | HARVEST FINANCIAL PARTNERS | $316,290 | $102,322,585 | $3,634,655 | $105,957,240 |
| 1221 | HASSELL WEALTH MANAGEMENT | $294,785 | $246,735,025 | — | $246,735,025 |
| 1222 | HAUSMAN ADVISORS, LLC | $281,553 | $129,795,932 | — | $129,795,932 |
| 1223 | HAVEN WEALTH GROUP | $403,820 | $260,867,459 | — | $260,867,459 |
| 1224 | HAVERDINK FINANCIAL MANAGEMENT, LLC | $373,024 | $154,432,000 | — | $154,432,000 |
| 1225 | HAYDEN HARPER WEALTH ADVISORY, LLC | $545,954 | $124,477,430 | — | $124,477,430 |
| 1226 | HAYES FINANCIAL, INC. | $496,412 | $342,047,535 | $2,958,936 | $345,006,471 |
| 1227 | HAYMARKET WEALTH MANAGEMENT LLC | $2,089,977 | $110,743,127 | $447,280,659 | $558,023,786 |
| 1228 | HBC FINANCIAL SERVICES, PLLC | $688,981 | $448,379,817 | $19,438,559 | $467,818,376 |
| 1229 | HC ADVISORS LLC | $565,520 | $392,818,145 | $27,928,822 | $420,746,967 |
| 1230 | HC FINANCIAL ADVISORS INC | $530,524 | $534,768,166 | — | $534,768,166 |
| 1231 | HCM WEALTH ADVISORS | $390,299 | $894,566,067 | — | $894,566,067 |
| 1232 | HCO PRIVATE WEALTH | $278,522 | $165,720,756 | — | $165,720,756 |
| 1233 | HEADINVEST | $862,536 | $883,236,624 | — | $883,236,624 |
| 1234 | HEBER FUGER WENDIN INC | $28,259,486 | $326,030,571 | $7,614,885,017 | $7,940,915,588 |
| 1235 | HEISTEN FINANCIAL, LLC | $946,430 | $104,268,018 | $10,250,000 | $114,518,018 |
| 1236 | HELLER WEALTH MANAGEMENT | $572,265 | $320,342,001 | $3,559,852 | $323,901,853 |
| 1237 | HELM INVESTMENT MANAGEMENT, LLC | $586,877 | $286,395,940 | — | $286,395,940 |
| 1238 | HELMSMAN FINANCIAL GROUP, LLC | $615,732 | $63,055,270 | $101,345,304 | $164,400,574 |
| 1239 | HEMINGTON WEALTH MANAGEMENT | $657,479 | $934,277,138 | — | $934,277,138 |
| 1240 | HEMMING& WEALTH MANAGEMENT, INC. | $136,114 | $181,877,878 | $8,817,655 | $190,695,533 |
| 1241 | HEMSLEY ADVISORS, LTD. | $735,119 | $32,854,950 | $422,183,501 | $455,038,451 |
| 1242 | HENDERSHOTT WEALTH MANAGEMENT, LLC | $342,888 | — | $153,613,622 | $153,613,622 |
| 1243 | HENRY + HORNE WEALTH MANAGEMENT | $2,146,392 | $738,358,755 | — | $738,358,755 |
| 1244 | HENRY H. ARMSTRONG ASSOCIATES, INC. | $7,328,180 | $1,055,257,923 | — | $1,055,257,923 |
| 1245 | HERITAGE FINANCIAL ADVISORS, LLC | $333,783 | — | $157,545,608 | $157,545,608 |
| 1246 | HERITAGE FINANCIAL COUNSELORS, LLC | $448,266 | — | $168,548,081 | $168,548,081 |
| 1247 | HERITAGE FINANCIAL LLC | $200,082 | $209,627,579 | $30,670,900 | $240,298,479 |
| 1248 | HERITAGE FINANCIAL PLANNING | $520,828 | $262,497,085 | — | $262,497,085 |
| 1249 | HERITAGE FINANCIAL SERVICES, LLC | $436,848 | $2,228,359,850 | — | $2,228,359,850 |
| 1250 | HERITAGE INVESTMENT GROUP, INC. | $896,235 | $1,692,091,393 | — | $1,692,091,393 |
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.
