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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
2Heritage Financial Llc$171,617$168,528,179$168,528,179
3Birks Financial Corp.$372,857$104,400,000$104,400,000
4Omega Wealth Management Llc$280,033$22,942,561$118,473,951$141,416,512
5Toner Asset Management Group, Inc.$785,172$112,279,570$112,279,570
6Dudley Capital Management Llc$508,462$116,437,806$116,437,806
7Rede Wealth, Llc$293,566$116,974,000$27,167,000$144,141,000
8Solitude Financial Services, Inc.$286,267$120,518,512$120,518,512
9Hco Private Wealth$207,595$121,027,983$121,027,983
10Experiential Wealth, Inc.$6,516,055$124,036,460$19,316,741$143,353,201
11Alpha Advisors, Llc$388,583$129,398,054$129,398,054
12Preston Wealth Advisors, Llc.$57,168$129,757,512$15,907,224$145,664,736
14Alpha Financial Advisors, Llc$1,423,445$145,191,400$145,191,400
15Independence Wealth Advisors Inc.$380,778$147,001,809$19,398,341$166,400,150
16Wealthway Financial Advisors$269,615$148,288,000$148,288,000
17Mos Capital, Inc.$496,568$150,650,604$1,299,210$151,949,814
18Montvue Capital Management, Inc.$1,007,579$157,182,268$157,182,268
19Selective Wealth Management, Inc.$153,067$159,348,808$11,780,404$171,129,212
20Keystone Asset Management, Inc.$1,320,896$160,000,000$17,000,000$177,000,000
21Oakmont Wealth Advisory, Llc$408,216$162,470,000$162,470,000
22Strategent Financial, Llc$1,672,555$163,910,370$163,910,370
23Professional Financial Solutions, Llc$241,317$164,130,797$11,306,543$175,437,340
24Washington Wealth Advisors, Llc$170,450$165,497,000$13,475,000$178,972,000
25Covenant Wealth Advisors$267,712$165,798,373$18,387,740$184,186,113
26Aog Wealth Management$169,740$172,811,821$60,071,084$232,882,905
27Westbourne Investments, Inc.$804,992$173,073,228$173,073,228
28Campion Asset Management, Llc$855,006$173,089,784$43,226,790$216,316,574
29Alexander Randolph Advisory Inc$683,493$185,623,217$120,581,424$306,204,641
30Ategra Capital Management, Llc$1,682,378$196,777,596$28,661,095$225,438,691
31Tull Financial Group, Inc.$250,973$202,692,468$3,607,220$206,299,688
32Hunter Lewis Llc$102,350,235$204,700,470$204,700,470
33Acima Private Wealth Llc$2,848,370$210,779,368$210,779,368
34Advisors Financial, Inc.$350,752$212,906,479$212,906,479
35Advisors Financial, Inc.$350,752$212,906,479$212,906,479
36Precipio Wealth Management Llc$427,968$214,470,487$5,077,125$219,547,612
37Waypoint Advisors, Llc$2,088,786$215,144,965$215,144,965
38Sagevest Wealth Management$2,186,062$217,667,562$11,868,910$229,536,472
39Sentinel Wealth Management, Inc.$667,684$224,341,706$224,341,706
40Meridian Financial Partners Llc$305,100$228,824,964$228,824,964
41Taylor Financial Group, Inc.$272,326$241,553,544$241,553,544
42Stony Point Wealth Management Inc.$235,855$246,589,301$8,605,901$255,195,202
43Wills Financial Group$418,146$252,978,196$252,978,196
44Houlihan Financial Resource Group, Ltd.$525,551$269,607,522$269,607,522
45Wolf Group Capital Advisors$480,373$278,892,848$7,409,335$286,302,183
46Beacon Harbor Wealth Advisors$345,090$289,121,003$29,397,392$318,518,395
47Hsc Wealth Advisors$194,712$292,067,301$292,067,301
48Redmond Asset Management, Llc$800,535$297,074,016$23,940,683$321,014,699
49Monument Wealth Management$299,785$299,647,190$12,728,561$312,375,751
50Millennium Advisory Services, Inc.$196,547$320,568,671$320,568,671
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Showing 1 to 50 of 93 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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.