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
1KINLOCH CAPITAL, LLC$256,548$103,132,149$103,132,149
2BIRKS FINANCIAL CORP.$372,857$104,400,000$104,400,000
3BEACON WEALTH CONSULTANTS, INC.$158,862$110,558,852$167,961$110,726,813
4TONER ASSET MANAGEMENT GROUP, INC.$785,172$112,279,570$112,279,570
5DUDLEY CAPITAL MANAGEMENT LLC$508,462$116,437,806$116,437,806
6SOLITUDE FINANCIAL SERVICES, INC.$278,739$120,693,923$120,693,923
7HCO PRIVATE WEALTH$207,595$121,027,983$121,027,983
8ALPHA ADVISORS, LLC$388,583$129,398,054$129,398,054
9SANCHEZ & ZURES, LLC$243,142$130,080,793$130,080,793
10REDE WEALTH, LLC$293,566$116,974,000$27,167,000$144,141,000
11ALPHA FINANCIAL ADVISORS, LLC$1,423,445$145,191,400$145,191,400
12MOS CAPITAL, INC.$496,568$150,650,604$1,299,210$151,949,814
13MONTVUE CAPITAL MANAGEMENT, INC.$1,007,579$157,182,268$157,182,268
14STRATEGENT FINANCIAL, LLC$1,672,555$163,910,370$163,910,370
15INDEPENDENCE WEALTH ADVISORS INC.$380,778$147,001,809$19,398,341$166,400,150
16HERITAGE FINANCIAL LLC$171,617$168,528,179$168,528,179
17OLIO FINANCIAL PLANNING$199,405$168,160,139$6,717,739$174,877,878
18PROFESSIONAL FINANCIAL SOLUTIONS, LLC$241,317$164,130,797$11,306,543$175,437,340
19WASHINGTON WEALTH ADVISORS, LLC$170,450$165,497,000$13,475,000$178,972,000
20COVENANT WEALTH ADVISORS$267,712$165,798,373$18,387,740$184,186,113
21TULL FINANCIAL GROUP, INC.$250,973$202,692,468$3,607,220$206,299,688
22ACIMA PRIVATE WEALTH LLC$2,848,370$210,779,368$210,779,368
23ADVISORS FINANCIAL, INC.$350,752$212,906,479$212,906,479
24KEYSTONE ASSET MANAGEMENT, INC.$1,609,023$196,000,000$18,000,000$214,000,000
25CAMPION ASSET MANAGEMENT, LLC$855,006$173,089,784$43,226,790$216,316,574
26PRECIPIO WEALTH MANAGEMENT LLC$427,968$214,470,487$5,077,125$219,547,612
27SENTINEL WEALTH MANAGEMENT, INC.$667,684$224,341,706$224,341,706
28ATEGRA CAPITAL MANAGEMENT, LLC$1,682,378$196,777,596$28,661,095$225,438,691
29MERIDIAN FINANCIAL PARTNERS LLC$305,100$228,824,964$228,824,964
30SAGEVEST WEALTH MANAGEMENT$2,186,062$217,667,562$11,868,910$229,536,472
31AOG WEALTH MANAGEMENT$169,740$172,811,821$60,071,084$232,882,905
32TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC$383,831$150,677,560$88,065,447$238,743,007
33TAYLOR FINANCIAL GROUP, INC.$272,326$241,553,544$241,553,544
34WILLS FINANCIAL GROUP$418,146$252,978,196$252,978,196
35STONY POINT WEALTH MANAGEMENT INC.$235,855$246,589,301$8,605,901$255,195,202
36HOULIHAN FINANCIAL RESOURCE GROUP, LTD.$525,551$269,607,522$269,607,522
37COURAGE MILLER PARTNERS, LLC$420,212$252,260,424$22,138,214$274,398,638
38SELECTIVE WEALTH MANAGEMENT, INC.$194,339$280,626,177$280,626,177
39HSC WEALTH ADVISORS$194,712$292,067,301$292,067,301
40WOLF GROUP CAPITAL ADVISORS$491,696$296,500,373$7,367,606$303,867,979
41ALEXANDER RANDOLPH ADVISORY INC$683,493$185,623,217$120,581,424$306,204,641
42MONUMENT WEALTH MANAGEMENT$299,785$299,647,190$12,728,561$312,375,751
43BEACON HARBOR WEALTH ADVISORS$345,090$289,121,003$29,397,392$318,518,395
44REDMOND ASSET MANAGEMENT, LLC$800,535$297,074,016$23,940,683$321,014,699
45CLEARLOGIC FINANCIAL, INC.$374,460$282,099,469$43,306,066$325,405,535
46BROWN | MILLER WEALTH MANAGEMENT, LLC$202,121$335,738,703$388,967$336,127,670
47PINENO LEVIN & FORD ASSET MANAGEMENT, INC.$862,009$354,163,582$9,604,333$363,767,915
48HOPWOOD FINANCIAL SERVICES, INC.$604,892$384,106,188$384,106,188
49HARBOUR CAPITAL ADVISORS, LLC$1,438,520$407,101,244$407,101,244
50MAROTTA WEALTH MANAGEMENT, INC.$312,146$427,317,955$15,305,323$442,623,278
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Showing 1 to 50 of 81 entries

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For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.