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 |
|---|---|---|---|---|---|
| 1 | Andersen Tax LLC | $7,082,824 | — | $2,592,313,522 | $2,592,313,522 |
| 2 | Birks Financial Corp. | $494,444 | — | $142,400,000 | $142,400,000 |
| 3 | Omega Wealth Management LLC | $293,135 | $19,777,573 | $143,498,599 | $163,276,172 |
| 4 | Washington Wealth Advisors, LLC | $180,004 | $25,020,598 | $184,144,402 | $209,165,000 |
| 5 | YHB Wealth Advisors, LLC | $471,312 | $101,803,457 | — | $101,803,457 |
| 6 | David Wealth Management, LLC | $473,285 | $110,275,359 | — | $110,275,359 |
| 7 | TONER ASSET MANAGEMENT GROUP, INC. | $785,172 | $112,279,570 | — | $112,279,570 |
| 8 | Korving & Company LLC | $259,190 | $112,637,000 | $4,517,000 | $117,154,000 |
| 9 | Heritage Wealth Management Group, Ltd | $264,875 | $115,634,711 | $21,835,200 | $137,469,911 |
| 10 | Dudley Capital Management LLC | $562,582 | $128,268,759 | — | $128,268,759 |
| 11 | Alpha Advisors, LLC | $419,120 | $139,147,786 | — | $139,147,786 |
| 12 | Sanchez & Zures, LLC | $269,665 | $140,495,477 | — | $140,495,477 |
| 13 | Harrison & Company Wealth Management, LLC | $226,045 | $142,860,742 | — | $142,860,742 |
| 14 | ALPHA FINANCIAL ADVISORS, LLC | $1,423,445 | $145,191,400 | — | $145,191,400 |
| 15 | Beacon Wealth Consultants, Inc. | $181,063 | $145,378,588 | $196,298 | $145,574,886 |
| 16 | Virginia Wealth Management Group, Inc. | $705,838 | $150,013,423 | $49,738,725 | $199,752,148 |
| 17 | Solitude Financial Services, Inc. | $335,470 | $153,645,219 | — | $153,645,219 |
| 18 | Rede Wealth, LLC | $540,913 | $154,022,000 | $39,625,000 | $193,647,000 |
| 19 | MOS Capital, Inc | $527,869 | $161,688,202 | $1,423,422 | $163,111,624 |
| 20 | OAKMONT WEALTH ADVISORY, LLC | $408,216 | $162,470,000 | — | $162,470,000 |
| 21 | Wealthway Financial Advisors | $309,590 | $165,321,000 | — | $165,321,000 |
| 22 | Kinloch Capital, LLC | $373,442 | $165,808,406 | — | $165,808,406 |
| 23 | Independence Wealth Advisors Inc. | $417,515 | $166,150,066 | $15,051,522 | $181,201,588 |
| 24 | Heritage Financial LLC | $181,582 | $175,885,705 | $23,672,982 | $199,558,687 |
| 25 | Monaco Capital Management, LLC | $194,631 | $176,766,665 | $1,710,203 | $178,476,868 |
| 26 | Montvue Capital Management, Inc. | $446,662 | $177,771,347 | — | $177,771,347 |
| 27 | Professional Financial Solutions, LLC | $246,874 | $179,788,262 | $12,526,501 | $192,314,763 |
| 28 | Campion Asset Management, LLC | $808,974 | $184,386,562 | $35,654,355 | $220,040,917 |
| 29 | Taylor Hoffman Wealth Management, LLC | $386,235 | $186,178,999 | $91,910,291 | $278,089,290 |
| 30 | Strategent Financial, LLC | $1,786,231 | $189,340,534 | — | $189,340,534 |
| 31 | Westbourne Investments, Inc. | $388,856 | $189,373,098 | — | $189,373,098 |
| 32 | Preston Wealth Advisors, LLC. | $248,397 | $196,088,400 | $13,558,867 | $209,647,267 |
| 33 | Alexander Randolph Advisory Inc | $697,806 | $197,364,371 | $124,324,218 | $321,688,589 |
| 34 | Ategra Capital Management, LLC | $1,403,361 | $207,378,295 | $29,789,699 | $237,167,994 |
| 35 | Fonville Wealth Management LLC | $306,603 | $209,233,854 | $19,798,960 | $229,032,814 |
| 36 | Olio Financial Planning, LLC | $233,988 | $209,353,339 | $10,595,769 | $219,949,108 |
| 37 | Alpha Omega Group, Inc. | $210,278 | $225,111,175 | $36,685,100 | $261,796,275 |
| 38 | Tull Financial Group, Inc. | $279,074 | $226,698,940 | $2,979,356 | $229,678,296 |
| 39 | Precipio Wealth Management LLC | $501,502 | $226,962,462 | $5,233,059 | $232,195,521 |
| 40 | Advisors Financial, Inc. | $353,314 | $233,540,286 | — | $233,540,286 |
| 41 | Mason & Associates, LLC | $200,274 | $236,524,176 | — | $236,524,176 |
| 42 | Sentinel Wealth Management, Inc. | $724,679 | $236,969,934 | — | $236,969,934 |
| 43 | Keystone Asset Management, Inc. | $1,992,366 | $240,000,000 | $21,000,000 | $261,000,000 |
| 44 | Sage Financial Management Group, Inc. | $2,303,219 | $249,663,718 | $12,903,207 | $262,566,925 |
| 45 | Acima Private Wealth LLC | $4,677,754 | $252,598,698 | — | $252,598,698 |
| 46 | Taylor Financial Group, Inc. | $297,442 | $268,887,670 | — | $268,887,670 |
| 47 | Houlihan Financial Resource Group, Ltd. | $540,610 | $283,279,780 | — | $283,279,780 |
| 48 | Wills Financial Group, Inc. | $450,895 | $284,063,890 | — | $284,063,890 |
| 49 | Meridian Financial Partners LLC | $320,017 | $284,174,801 | — | $284,174,801 |
| 50 | Stony Point Wealth Management Inc. | $278,873 | $287,061,848 | $455,837 | $287,517,685 |
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.
