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
1HERITAGE FINANCIAL LLC$171,617$168,528,179$168,528,179
2ANDERSEN$6,070,387$2,088,213,000$2,088,213,000
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
5KINLOCH CAPITAL, LLC$256,548$103,132,149$103,132,149
6BEACON WEALTH CONSULTANTS, INC.$158,862$110,558,852$167,961$110,726,813
7TONER ASSET MANAGEMENT GROUP, INC.$785,172$112,279,570$112,279,570
8DUDLEY CAPITAL MANAGEMENT LLC$508,462$116,437,806$116,437,806
9REDE WEALTH, LLC$293,566$116,974,000$27,167,000$144,141,000
10MONACO CAPITAL MANAGEMENT, LLC$146,179$119,135,957$119,135,957
11SOLITUDE FINANCIAL SERVICES, INC.$278,739$120,693,923$120,693,923
12HCO PRIVATE WEALTH$207,595$121,027,983$121,027,983
13EXPERIENTIAL WEALTH, INC.$6,516,055$124,036,460$19,316,741$143,353,201
14ALPHA ADVISORS, LLC$388,583$129,398,054$129,398,054
15PRESTON WEALTH ADVISORS, LLC.$57,168$129,757,512$15,907,224$145,664,736
16SANCHEZ & ZURES, LLC$243,142$130,080,793$130,080,793
17ALPHA FINANCIAL ADVISORS, LLC$1,423,445$145,191,400$145,191,400
18INDEPENDENCE WEALTH ADVISORS INC.$380,778$147,001,809$19,398,341$166,400,150
19WEALTHWAY FINANCIAL ADVISORS$269,615$148,288,000$148,288,000
20MOS CAPITAL, INC.$496,568$150,650,604$1,299,210$151,949,814
21TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC$383,831$150,677,560$88,065,447$238,743,007
22MONTVUE CAPITAL MANAGEMENT, INC.$1,007,579$157,182,268$157,182,268
23OAKMONT WEALTH ADVISORY, LLC$408,216$162,470,000$162,470,000
24STRATEGENT FINANCIAL, LLC$1,672,555$163,910,370$163,910,370
25PROFESSIONAL FINANCIAL SOLUTIONS, LLC$241,317$164,130,797$11,306,543$175,437,340
26WASHINGTON WEALTH ADVISORS, LLC$170,450$165,497,000$13,475,000$178,972,000
27COVENANT WEALTH ADVISORS$267,712$165,798,373$18,387,740$184,186,113
28OLIO FINANCIAL PLANNING$199,405$168,160,139$6,717,739$174,877,878
29AOG WEALTH MANAGEMENT$169,740$172,811,821$60,071,084$232,882,905
30WESTBOURNE INVESTMENTS, INC.$804,992$173,073,228$173,073,228
31CAMPION ASSET MANAGEMENT, LLC$855,006$173,089,784$43,226,790$216,316,574
32ALEXANDER RANDOLPH ADVISORY INC$683,493$185,623,217$120,581,424$306,204,641
33KEYSTONE ASSET MANAGEMENT, INC.$1,609,023$196,000,000$18,000,000$214,000,000
34ATEGRA CAPITAL MANAGEMENT, LLC$1,682,378$196,777,596$28,661,095$225,438,691
35TULL FINANCIAL GROUP, INC.$250,973$202,692,468$3,607,220$206,299,688
36ACIMA PRIVATE WEALTH LLC$2,848,370$210,779,368$210,779,368
37ADVISORS FINANCIAL, INC.$350,752$212,906,479$212,906,479
38PRECIPIO WEALTH MANAGEMENT LLC$427,968$214,470,487$5,077,125$219,547,612
39SAGEVEST WEALTH MANAGEMENT$2,186,062$217,667,562$11,868,910$229,536,472
40SENTINEL WEALTH MANAGEMENT, INC.$667,684$224,341,706$224,341,706
41MERIDIAN FINANCIAL PARTNERS LLC$305,100$228,824,964$228,824,964
42TAYLOR FINANCIAL GROUP, INC.$272,326$241,553,544$241,553,544
43STONY POINT WEALTH MANAGEMENT INC.$235,855$246,589,301$8,605,901$255,195,202
44COURAGE MILLER PARTNERS, LLC$420,212$252,260,424$22,138,214$274,398,638
45WILLS FINANCIAL GROUP$418,146$252,978,196$252,978,196
46HOULIHAN FINANCIAL RESOURCE GROUP, LTD.$525,551$269,607,522$269,607,522
47SELECTIVE WEALTH MANAGEMENT, INC.$194,339$280,626,177$280,626,177
48CLEARLOGIC FINANCIAL, INC.$374,460$282,099,469$43,306,066$325,405,535
49BEACON HARBOR WEALTH ADVISORS$345,090$289,121,003$29,397,392$318,518,395
50HSC WEALTH ADVISORS$194,712$292,067,301$292,067,301
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Showing 1 to 50 of 90 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.