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 |
|---|---|---|---|---|---|
| 1251 | HERITAGE INVESTORS MANAGEMENT CORP | $2,694,427 | $3,604,146,912 | $11,774,530 | $3,615,921,442 |
| 1252 | HERITAGE RETIREMENT ADVISORS, LLC | $593,236 | $191,615,164 | — | $191,615,164 |
| 1253 | HERITAGE WEALTH ADVISORS | $687,173 | $404,057,501 | — | $404,057,501 |
| 1254 | HERITAGE WEALTH ADVISORS | $2,563,914 | $3,257,547,477 | $67,848,662 | $3,325,396,139 |
| 1255 | HERITAGE WEALTH ARCHITECTS, INC. | $379,612 | $167,561,997 | $43,502,047 | $211,064,044 |
| 1256 | HERITAGE WEALTH MANAGEMENT | $437,966 | $208,548,000 | $10,435,140 | $218,983,140 |
| 1257 | HERITAGE WEALTH MANAGEMENT GROUP, LTD | $302,081 | $138,573,135 | $21,529,839 | $160,102,974 |
| 1258 | HERITAGE WEALTH MANAGEMENT, INC. | $247,521 | $213,115,340 | — | $213,115,340 |
| 1259 | HERON BAY CAPITAL MANAGEMENT | $1,241,373 | $240,826,424 | — | $240,826,424 |
| 1260 | HERON WEALTH | $302,751 | $321,134,708 | $133,596,688 | $454,731,396 |
| 1261 | HEYDORN STONE CAPITAL MANAGEMENT LLC | $357,284 | $99,926,910 | $1,541,612 | $101,468,522 |
| 1262 | HFG ADVISORS, INC. | $1,119,690 | $258,339,979 | $12,624,965 | $270,964,944 |
| 1263 | HFG WEALTH MANAGEMENT, LLC | $412,712 | $525,794,823 | — | $525,794,823 |
| 1264 | HFM INVESTMENT ADVISORS, LLC | $187,978 | $179,898,064 | $3,380,633 | $183,278,697 |
| 1265 | HFM WEALTH MANAGEMENT | $4,351,218 | $801,541,675 | $46,945,828 | $848,487,503 |
| 1266 | HHM WEALTH ADVISORS, LLC | $360,259 | $828,092,340 | $36,889,855 | $864,982,195 |
| 1267 | HI-LINE CAPITAL MANAGEMENT, LLC | $2,327,955 | $459,504,502 | $31,693,996 | $491,198,498 |
| 1268 | HIGH NOTE WEALTH, LLC | $442,107 | $433,933,998 | $214,749 | $434,148,747 |
| 1269 | HIGH PINES WEALTH MANAGEMENT LLC | $949,708 | $222,592,608 | $588,855 | $223,181,463 |
| 1270 | HIGH PROBABILITY ADVISORS, LLC | $1,082,142 | $426,691,529 | $32,136,810 | $458,828,339 |
| 1271 | HIGHLAND FINANCIAL ADVISORS, LLC | $297,967 | $377,822,340 | — | $377,822,340 |
| 1272 | HIGHLAND INVESTMENT ADVISORS LLC | $606,271 | $162,675,998 | $1,017,272 | $163,693,270 |
| 1273 | HIGHLAND PRIVATE WEALTH MANAGEMENT | $941,631 | $1,310,675,290 | $15,141,269 | $1,325,816,559 |
| 1274 | HIGHPASS ASSET MANAGEMENT LLC | $852,667 | $174,796,637 | — | $174,796,637 |
| 1275 | HIGHVIEW CAPITAL MANAGEMENT, LLC | $2,211,941 | $227,814,430 | $55,313,956 | $283,128,386 |
| 1276 | HILEY HUNT WEALTH MANAGEMENT, INC. | $233,143 | $164,832,127 | — | $164,832,127 |
| 1277 | HILLCREST FINANCIAL GROUP | $476,467 | $381,650,000 | — | $381,650,000 |
| 1278 | HILLCREST WEALTH ADVISORS - NY, LLC | $1,469,621 | $371,814,134 | — | $371,814,134 |
| 1279 | HILLTOP WEALTH ADVISORS, LLC | $258,930 | $370,270,127 | — | $370,270,127 |
| 1280 | HILTON HEAD FINANCIAL ADVISORS, INC. | $580,103 | $298,357,979 | $13,157,583 | $311,515,562 |
| 1281 | HINSDALE ASSOCIATES | $717,002 | $129,060,448 | — | $129,060,448 |
| 1282 | HIXON ZUERCHER CAPITAL MANAGEMENT | $256,826 | $287,434,765 | $12,281,308 | $299,716,073 |
| 1283 | HMS INVESTMENT ADVISORS | $792,298 | $259,949,454 | $14,977,867 | $274,927,321 |
| 1284 | HODGE FINANCIAL SERVICES, LLC | $2,713,038 | $160,069,220 | — | $160,069,220 |
| 1285 | HOEY INVESTMENTS, INC. | $350,909 | $386,000,442 | — | $386,000,442 |
| 1286 | HOGANTAYLOR WEALTH | $572,973 | $462,394,422 | $100,838,196 | $563,232,618 |
| 1287 | HOHIMER WEALTH MANAGEMENT, LLC | $1,267,047 | $858,573,455 | $79,041,286 | $937,614,741 |
| 1288 | HOLBROOK GLOBAL STRATEGIES | $4,571,429 | $160,000,000 | — | $160,000,000 |
| 1289 | HOLCOMBE & MCGRATH | $417,683 | $116,533,595 | — | $116,533,595 |
| 1290 | HOLCOMBE FINANCIAL, INC. | $529,210 | $301,585,370 | $28,112,663 | $329,698,033 |
| 1291 | HOLDER WEALTH MANAGEMENT | $287,763 | $202,584,800 | — | $202,584,800 |
| 1292 | HOLIFIELD FINANCIAL ADVISORY SERVICES/PROSPER FINANCIAL ADVISERS | $314,786 | $126,600,000 | $35,200,000 | $161,800,000 |
| 1293 | HOLISTIC FINANCIAL PARTNERS, LLC | $464,147 | $329,080,033 | — | $329,080,033 |
| 1294 | HOLLINGSWORTH AVENT AVERRE & PURVIS, PA | $862,580 | $142,325,738 | — | $142,325,738 |
| 1295 | HOLLOW BROOK WEALTH MANAGEMENT LLC | $3,130,589 | $292,526,568 | $605,952,610 | $898,479,178 |
| 1296 | HOMRICH BERG | $1,086,774 | $9,543,574,069 | $1,539,346,928 | $11,082,920,997 |
| 1297 | HOPWOOD FINANCIAL SERVICES, INC. | $552,770 | $531,765,109 | — | $531,765,109 |
| 1298 | HORIZON FAMILY WEALTH, INC. | $483,689 | $155,264,045 | — | $155,264,045 |
| 1299 | HORIZON WEALTH ADVISORS | $539,150 | $319,913,586 | $45,629,911 | $365,543,497 |
| 1300 | HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. | $172,434 | $115,055,457 | $475,116 | $115,530,573 |
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.
