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
1HERITAGE FINANCIAL LLC$171,617$168,528,179$168,528,179
2ANDERSEN$6,070,387$2,088,213,000$2,088,213,000
3BIRKS FINANCIAL CORP.$372,857$104,400,000$104,400,000
4KINLOCH CAPITAL, LLC$256,548$103,132,149$103,132,149
5BEACON WEALTH CONSULTANTS, INC.$158,862$110,558,852$167,961$110,726,813
6TONER ASSET MANAGEMENT GROUP, INC.$785,172$112,279,570$112,279,570
7DUDLEY CAPITAL MANAGEMENT LLC$508,462$116,437,806$116,437,806
8REDE WEALTH, LLC$293,566$116,974,000$27,167,000$144,141,000
9SOLITUDE FINANCIAL SERVICES, INC.$278,739$120,693,923$120,693,923
10HCO PRIVATE WEALTH$207,595$121,027,983$121,027,983
11ALPHA ADVISORS, LLC$388,583$129,398,054$129,398,054
12SANCHEZ & ZURES, LLC$243,142$130,080,793$130,080,793
13ALPHA FINANCIAL ADVISORS, LLC$1,423,445$145,191,400$145,191,400
14INDEPENDENCE WEALTH ADVISORS INC.$380,778$147,001,809$19,398,341$166,400,150
15MOS CAPITAL, INC.$496,568$150,650,604$1,299,210$151,949,814
16TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC$383,831$150,677,560$88,065,447$238,743,007
17MONTVUE CAPITAL MANAGEMENT, INC.$1,007,579$157,182,268$157,182,268
18STRATEGENT FINANCIAL, LLC$1,672,555$163,910,370$163,910,370
19PROFESSIONAL FINANCIAL SOLUTIONS, LLC$241,317$164,130,797$11,306,543$175,437,340
20WASHINGTON WEALTH ADVISORS, LLC$170,450$165,497,000$13,475,000$178,972,000
21COVENANT WEALTH ADVISORS$267,712$165,798,373$18,387,740$184,186,113
22OLIO FINANCIAL PLANNING$199,405$168,160,139$6,717,739$174,877,878
23AOG WEALTH MANAGEMENT$169,740$172,811,821$60,071,084$232,882,905
24CAMPION ASSET MANAGEMENT, LLC$855,006$173,089,784$43,226,790$216,316,574
25ALEXANDER RANDOLPH ADVISORY INC$683,493$185,623,217$120,581,424$306,204,641
26KEYSTONE ASSET MANAGEMENT, INC.$1,609,023$196,000,000$18,000,000$214,000,000
27ATEGRA CAPITAL MANAGEMENT, LLC$1,682,378$196,777,596$28,661,095$225,438,691
28TULL FINANCIAL GROUP, INC.$250,973$202,692,468$3,607,220$206,299,688
29ACIMA PRIVATE WEALTH LLC$2,848,370$210,779,368$210,779,368
30ADVISORS FINANCIAL, INC.$350,752$212,906,479$212,906,479
31PRECIPIO WEALTH MANAGEMENT LLC$427,968$214,470,487$5,077,125$219,547,612
32SAGEVEST WEALTH MANAGEMENT$2,186,062$217,667,562$11,868,910$229,536,472
33SENTINEL WEALTH MANAGEMENT, INC.$667,684$224,341,706$224,341,706
34MERIDIAN FINANCIAL PARTNERS LLC$305,100$228,824,964$228,824,964
35TAYLOR FINANCIAL GROUP, INC.$272,326$241,553,544$241,553,544
36STONY POINT WEALTH MANAGEMENT INC.$235,855$246,589,301$8,605,901$255,195,202
37COURAGE MILLER PARTNERS, LLC$420,212$252,260,424$22,138,214$274,398,638
38WILLS FINANCIAL GROUP$418,146$252,978,196$252,978,196
39HOULIHAN FINANCIAL RESOURCE GROUP, LTD.$525,551$269,607,522$269,607,522
40SELECTIVE WEALTH MANAGEMENT, INC.$194,339$280,626,177$280,626,177
41CLEARLOGIC FINANCIAL, INC.$374,460$282,099,469$43,306,066$325,405,535
42BEACON HARBOR WEALTH ADVISORS$345,090$289,121,003$29,397,392$318,518,395
43HSC WEALTH ADVISORS$194,712$292,067,301$292,067,301
44WOLF GROUP CAPITAL ADVISORS$491,696$296,500,373$7,367,606$303,867,979
45REDMOND ASSET MANAGEMENT, LLC$800,535$297,074,016$23,940,683$321,014,699
46MONUMENT WEALTH MANAGEMENT$299,785$299,647,190$12,728,561$312,375,751
47BROWN | MILLER WEALTH MANAGEMENT, LLC$202,121$335,738,703$388,967$336,127,670
48PINENO LEVIN & FORD ASSET MANAGEMENT, INC.$862,009$354,163,582$9,604,333$363,767,915
49COMPTON WEALTH ADVISORY GROUP, LLC$1,499,876$377,891,498$139,565,839$517,457,337
50HOPWOOD FINANCIAL SERVICES, INC.$604,892$384,106,188$384,106,188
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For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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 June 5, 2019.