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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Andersen Tax LLC$7,082,824$2,592,313,522$2,592,313,522
2Birks Financial Corp.$494,444$142,400,000$142,400,000
3Omega Wealth Management LLC$293,135$19,777,573$143,498,599$163,276,172
4Washington Wealth Advisors, LLC$180,004$25,020,598$184,144,402$209,165,000
5YHB Wealth Advisors, LLC$471,312$101,803,457$101,803,457
6David Wealth Management, LLC$473,285$110,275,359$110,275,359
7TONER ASSET MANAGEMENT GROUP, INC.$785,172$112,279,570$112,279,570
8Korving & Company LLC$259,190$112,637,000$4,517,000$117,154,000
9Heritage Wealth Management Group, Ltd$264,875$115,634,711$21,835,200$137,469,911
10Dudley Capital Management LLC$562,582$128,268,759$128,268,759
11Alpha Advisors, LLC$419,120$139,147,786$139,147,786
12Sanchez & Zures, LLC$269,665$140,495,477$140,495,477
13Harrison & Company Wealth Management, LLC$226,045$142,860,742$142,860,742
14ALPHA FINANCIAL ADVISORS, LLC$1,423,445$145,191,400$145,191,400
15Beacon Wealth Consultants, Inc.$181,063$145,378,588$196,298$145,574,886
16Virginia Wealth Management Group, Inc.$705,838$150,013,423$49,738,725$199,752,148
17Solitude Financial Services, Inc.$335,470$153,645,219$153,645,219
18Rede Wealth, LLC$540,913$154,022,000$39,625,000$193,647,000
19MOS Capital, Inc$527,869$161,688,202$1,423,422$163,111,624
20OAKMONT WEALTH ADVISORY, LLC$408,216$162,470,000$162,470,000
21Wealthway Financial Advisors$309,590$165,321,000$165,321,000
22Kinloch Capital, LLC$373,442$165,808,406$165,808,406
23Independence Wealth Advisors Inc.$417,515$166,150,066$15,051,522$181,201,588
24Heritage Financial LLC$181,582$175,885,705$23,672,982$199,558,687
25Monaco Capital Management, LLC$194,631$176,766,665$1,710,203$178,476,868
26Montvue Capital Management, Inc.$446,662$177,771,347$177,771,347
27Professional Financial Solutions, LLC$246,874$179,788,262$12,526,501$192,314,763
28Campion Asset Management, LLC$808,974$184,386,562$35,654,355$220,040,917
29Taylor Hoffman Wealth Management, LLC$386,235$186,178,999$91,910,291$278,089,290
30Strategent Financial, LLC$1,786,231$189,340,534$189,340,534
31Westbourne Investments, Inc.$388,856$189,373,098$189,373,098
32Preston Wealth Advisors, LLC.$248,397$196,088,400$13,558,867$209,647,267
33Alexander Randolph Advisory Inc$697,806$197,364,371$124,324,218$321,688,589
34Ategra Capital Management, LLC$1,403,361$207,378,295$29,789,699$237,167,994
35Fonville Wealth Management LLC$306,603$209,233,854$19,798,960$229,032,814
36Olio Financial Planning, LLC$233,988$209,353,339$10,595,769$219,949,108
37Alpha Omega Group, Inc.$210,278$225,111,175$36,685,100$261,796,275
38Tull Financial Group, Inc.$279,074$226,698,940$2,979,356$229,678,296
39Precipio Wealth Management LLC$501,502$226,962,462$5,233,059$232,195,521
40Advisors Financial, Inc.$353,314$233,540,286$233,540,286
41Mason & Associates, LLC$200,274$236,524,176$236,524,176
42Sentinel Wealth Management, Inc.$724,679$236,969,934$236,969,934
43Keystone Asset Management, Inc.$1,992,366$240,000,000$21,000,000$261,000,000
44Sage Financial Management Group, Inc.$2,303,219$249,663,718$12,903,207$262,566,925
45Acima Private Wealth LLC$4,677,754$252,598,698$252,598,698
46Taylor Financial Group, Inc.$297,442$268,887,670$268,887,670
47Houlihan Financial Resource Group, Ltd.$540,610$283,279,780$283,279,780
48Wills Financial Group, Inc.$450,895$284,063,890$284,063,890
49Meridian Financial Partners LLC$320,017$284,174,801$284,174,801
50Stony Point Wealth Management Inc.$278,873$287,061,848$455,837$287,517,685
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Showing 1 to 50 of 95 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 Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*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.