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
1YHB Wealth Advisors, LLC$471,312$101,803,457$101,803,457
2David Wealth Management, LLC$473,285$110,275,359$110,275,359
3TONER ASSET MANAGEMENT GROUP, INC.$785,172$112,279,570$112,279,570
4Korving & Company LLC$259,190$112,637,000$4,517,000$117,154,000
5Dudley Capital Management LLC$562,582$128,268,759$128,268,759
6Heritage Wealth Management Group, Ltd$264,875$115,634,711$21,835,200$137,469,911
7Alpha Advisors, LLC$419,120$139,147,786$139,147,786
8Sanchez & Zures, LLC$269,665$140,495,477$140,495,477
9Birks Financial Corp.$494,444$142,400,000$142,400,000
10Harrison & Company Wealth Management, LLC$226,045$142,860,742$142,860,742
11ALPHA FINANCIAL ADVISORS, LLC$1,423,445$145,191,400$145,191,400
12Solitude Financial Services, Inc.$335,470$153,645,219$153,645,219
13MOS Capital, Inc$527,869$161,688,202$1,423,422$163,111,624
14Omega Wealth Management LLC$293,135$19,777,573$143,498,599$163,276,172
15Wealthway Financial Advisors$309,590$165,321,000$165,321,000
16Kinloch Capital, LLC$373,442$165,808,406$165,808,406
17Montvue Capital Management, Inc.$446,662$177,771,347$177,771,347
18Monaco Capital Management, LLC$194,631$176,766,665$1,710,203$178,476,868
19Independence Wealth Advisors Inc.$417,515$166,150,066$15,051,522$181,201,588
20Strategent Financial, LLC$1,786,231$189,340,534$189,340,534
21Westbourne Investments, Inc.$388,856$189,373,098$189,373,098
22Professional Financial Solutions, LLC$246,874$179,788,262$12,526,501$192,314,763
23Rede Wealth, LLC$540,913$154,022,000$39,625,000$193,647,000
24Heritage Financial LLC$181,582$175,885,705$23,672,982$199,558,687
25Virginia Wealth Management Group, Inc.$705,838$150,013,423$49,738,725$199,752,148
26Washington Wealth Advisors, LLC$180,004$25,020,598$184,144,402$209,165,000
27Olio Financial Planning, LLC$233,988$209,353,339$10,595,769$219,949,108
28Campion Asset Management, LLC$808,974$184,386,562$35,654,355$220,040,917
29Fonville Wealth Management LLC$306,603$209,233,854$19,798,960$229,032,814
30Tull Financial Group, Inc.$279,074$226,698,940$2,979,356$229,678,296
31Precipio Wealth Management LLC$501,502$226,962,462$5,233,059$232,195,521
32Advisors Financial, Inc.$353,314$233,540,286$233,540,286
33Sentinel Wealth Management, Inc.$724,679$236,969,934$236,969,934
34Ategra Capital Management, LLC$1,403,361$207,378,295$29,789,699$237,167,994
35Acima Private Wealth LLC$4,677,754$252,598,698$252,598,698
36Keystone Asset Management, Inc.$1,992,366$240,000,000$21,000,000$261,000,000
37Alpha Omega Group, Inc.$210,278$225,111,175$36,685,100$261,796,275
38Sage Financial Management Group, Inc.$2,303,219$249,663,718$12,903,207$262,566,925
39Taylor Financial Group, Inc.$297,442$268,887,670$268,887,670
40Taylor Hoffman Wealth Management, LLC$386,235$186,178,999$91,910,291$278,089,290
41Houlihan Financial Resource Group, Ltd.$540,610$283,279,780$283,279,780
42Wills Financial Group, Inc.$450,895$284,063,890$284,063,890
43Meridian Financial Partners LLC$320,017$284,174,801$284,174,801
44Stony Point Wealth Management Inc.$278,873$287,061,848$455,837$287,517,685
45RDL Financial, Inc.$491,696$296,500,373$7,367,606$303,867,979
46Alexander Randolph Advisory Inc$697,806$197,364,371$124,324,218$321,688,589
47Moneywise Inc$220,642$324,785,652$324,785,652
48Selective Wealth Management, Inc.$224,468$342,537,636$342,537,636
49Courage Miller Partners, LLC$488,139$311,718,882$35,347,635$347,066,517
50Beacon Harbor Wealth Advisors, Inc.$337,439$341,457,423$16,227,819$357,685,242
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Showing 1 to 50 of 88 entries

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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.