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 | HERITAGE FINANCIAL LLC | $171,617 | — | $168,528,179 | $168,528,179 |
| 2 | ANDERSEN | $6,070,387 | — | $2,088,213,000 | $2,088,213,000 |
| 3 | BIRKS FINANCIAL CORP. | $372,857 | — | $104,400,000 | $104,400,000 |
| 4 | OMEGA WEALTH MANAGEMENT LLC | $280,033 | $22,942,561 | $118,473,951 | $141,416,512 |
| 5 | KINLOCH CAPITAL, LLC | $256,548 | $103,132,149 | — | $103,132,149 |
| 6 | BEACON WEALTH CONSULTANTS, INC. | $158,862 | $110,558,852 | $167,961 | $110,726,813 |
| 7 | TONER ASSET MANAGEMENT GROUP, INC. | $785,172 | $112,279,570 | — | $112,279,570 |
| 8 | DUDLEY CAPITAL MANAGEMENT LLC | $508,462 | $116,437,806 | — | $116,437,806 |
| 9 | REDE WEALTH, LLC | $293,566 | $116,974,000 | $27,167,000 | $144,141,000 |
| 10 | MONACO CAPITAL MANAGEMENT, LLC | $146,179 | $119,135,957 | — | $119,135,957 |
| 11 | SOLITUDE FINANCIAL SERVICES, INC. | $278,739 | $120,693,923 | — | $120,693,923 |
| 12 | HCO PRIVATE WEALTH | $207,595 | $121,027,983 | — | $121,027,983 |
| 13 | EXPERIENTIAL WEALTH, INC. | $6,516,055 | $124,036,460 | $19,316,741 | $143,353,201 |
| 14 | ALPHA ADVISORS, LLC | $388,583 | $129,398,054 | — | $129,398,054 |
| 15 | PRESTON WEALTH ADVISORS, LLC. | $57,168 | $129,757,512 | $15,907,224 | $145,664,736 |
| 16 | SANCHEZ & ZURES, LLC | $243,142 | $130,080,793 | — | $130,080,793 |
| 17 | ALPHA FINANCIAL ADVISORS, LLC | $1,423,445 | $145,191,400 | — | $145,191,400 |
| 18 | INDEPENDENCE WEALTH ADVISORS INC. | $380,778 | $147,001,809 | $19,398,341 | $166,400,150 |
| 19 | WEALTHWAY FINANCIAL ADVISORS | $269,615 | $148,288,000 | — | $148,288,000 |
| 20 | MOS CAPITAL, INC. | $496,568 | $150,650,604 | $1,299,210 | $151,949,814 |
| 21 | TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC | $383,831 | $150,677,560 | $88,065,447 | $238,743,007 |
| 22 | MONTVUE CAPITAL MANAGEMENT, INC. | $1,007,579 | $157,182,268 | — | $157,182,268 |
| 23 | OAKMONT WEALTH ADVISORY, LLC | $408,216 | $162,470,000 | — | $162,470,000 |
| 24 | STRATEGENT FINANCIAL, LLC | $1,672,555 | $163,910,370 | — | $163,910,370 |
| 25 | PROFESSIONAL FINANCIAL SOLUTIONS, LLC | $241,317 | $164,130,797 | $11,306,543 | $175,437,340 |
| 26 | WASHINGTON WEALTH ADVISORS, LLC | $170,450 | $165,497,000 | $13,475,000 | $178,972,000 |
| 27 | COVENANT WEALTH ADVISORS | $267,712 | $165,798,373 | $18,387,740 | $184,186,113 |
| 28 | OLIO FINANCIAL PLANNING | $199,405 | $168,160,139 | $6,717,739 | $174,877,878 |
| 29 | AOG WEALTH MANAGEMENT | $169,740 | $172,811,821 | $60,071,084 | $232,882,905 |
| 30 | WESTBOURNE INVESTMENTS, INC. | $804,992 | $173,073,228 | — | $173,073,228 |
| 31 | CAMPION ASSET MANAGEMENT, LLC | $855,006 | $173,089,784 | $43,226,790 | $216,316,574 |
| 32 | ALEXANDER RANDOLPH ADVISORY INC | $683,493 | $185,623,217 | $120,581,424 | $306,204,641 |
| 33 | KEYSTONE ASSET MANAGEMENT, INC. | $1,609,023 | $196,000,000 | $18,000,000 | $214,000,000 |
| 34 | ATEGRA CAPITAL MANAGEMENT, LLC | $1,682,378 | $196,777,596 | $28,661,095 | $225,438,691 |
| 35 | TULL FINANCIAL GROUP, INC. | $250,973 | $202,692,468 | $3,607,220 | $206,299,688 |
| 36 | ACIMA PRIVATE WEALTH LLC | $2,848,370 | $210,779,368 | — | $210,779,368 |
| 37 | ADVISORS FINANCIAL, INC. | $350,752 | $212,906,479 | — | $212,906,479 |
| 38 | PRECIPIO WEALTH MANAGEMENT LLC | $427,968 | $214,470,487 | $5,077,125 | $219,547,612 |
| 39 | SAGEVEST WEALTH MANAGEMENT | $2,186,062 | $217,667,562 | $11,868,910 | $229,536,472 |
| 40 | SENTINEL WEALTH MANAGEMENT, INC. | $667,684 | $224,341,706 | — | $224,341,706 |
| 41 | MERIDIAN FINANCIAL PARTNERS LLC | $305,100 | $228,824,964 | — | $228,824,964 |
| 42 | TAYLOR FINANCIAL GROUP, INC. | $272,326 | $241,553,544 | — | $241,553,544 |
| 43 | STONY POINT WEALTH MANAGEMENT INC. | $235,855 | $246,589,301 | $8,605,901 | $255,195,202 |
| 44 | COURAGE MILLER PARTNERS, LLC | $420,212 | $252,260,424 | $22,138,214 | $274,398,638 |
| 45 | WILLS FINANCIAL GROUP | $418,146 | $252,978,196 | — | $252,978,196 |
| 46 | HOULIHAN FINANCIAL RESOURCE GROUP, LTD. | $525,551 | $269,607,522 | — | $269,607,522 |
| 47 | SELECTIVE WEALTH MANAGEMENT, INC. | $194,339 | $280,626,177 | — | $280,626,177 |
| 48 | CLEARLOGIC FINANCIAL, INC. | $374,460 | $282,099,469 | $43,306,066 | $325,405,535 |
| 49 | BEACON HARBOR WEALTH ADVISORS | $345,090 | $289,121,003 | $29,397,392 | $318,518,395 |
| 50 | HSC WEALTH ADVISORS | $194,712 | $292,067,301 | — | $292,067,301 |
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 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.
