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
51Acima Private Wealth LLC$4,677,754$252,598,698$252,598,698
52Sage Financial Management Group, Inc.$2,303,219$249,663,718$12,903,207$262,566,925
53Keystone Asset Management, Inc.$1,992,366$240,000,000$21,000,000$261,000,000
54Sentinel Wealth Management, Inc.$724,679$236,969,934$236,969,934
55Mason & Associates, LLC$200,274$236,524,176$236,524,176
56Advisors Financial, Inc.$353,314$233,540,286$233,540,286
57Precipio Wealth Management LLC$501,502$226,962,462$5,233,059$232,195,521
58Tull Financial Group, Inc.$279,074$226,698,940$2,979,356$229,678,296
59Alpha Omega Group, Inc.$210,278$225,111,175$36,685,100$261,796,275
60Olio Financial Planning, LLC$233,988$209,353,339$10,595,769$219,949,108
61Fonville Wealth Management LLC$306,603$209,233,854$19,798,960$229,032,814
62Ategra Capital Management, LLC$1,403,361$207,378,295$29,789,699$237,167,994
63Alexander Randolph Advisory Inc$697,806$197,364,371$124,324,218$321,688,589
64Preston Wealth Advisors, LLC.$248,397$196,088,400$13,558,867$209,647,267
65Westbourne Investments, Inc.$388,856$189,373,098$189,373,098
66Strategent Financial, LLC$1,786,231$189,340,534$189,340,534
67Taylor Hoffman Wealth Management, LLC$386,235$186,178,999$91,910,291$278,089,290
68Campion Asset Management, LLC$808,974$184,386,562$35,654,355$220,040,917
69Professional Financial Solutions, LLC$246,874$179,788,262$12,526,501$192,314,763
70Montvue Capital Management, Inc.$446,662$177,771,347$177,771,347
71Monaco Capital Management, LLC$194,631$176,766,665$1,710,203$178,476,868
72Heritage Financial LLC$181,582$175,885,705$23,672,982$199,558,687
73Independence Wealth Advisors Inc.$417,515$166,150,066$15,051,522$181,201,588
74Kinloch Capital, LLC$373,442$165,808,406$165,808,406
75Wealthway Financial Advisors$309,590$165,321,000$165,321,000
76OAKMONT WEALTH ADVISORY, LLC$408,216$162,470,000$162,470,000
77MOS Capital, Inc$527,869$161,688,202$1,423,422$163,111,624
78Rede Wealth, LLC$540,913$154,022,000$39,625,000$193,647,000
79Solitude Financial Services, Inc.$335,470$153,645,219$153,645,219
80Virginia Wealth Management Group, Inc.$705,838$150,013,423$49,738,725$199,752,148
81Beacon Wealth Consultants, Inc.$181,063$145,378,588$196,298$145,574,886
82ALPHA FINANCIAL ADVISORS, LLC$1,423,445$145,191,400$145,191,400
83Harrison & Company Wealth Management, LLC$226,045$142,860,742$142,860,742
84Sanchez & Zures, LLC$269,665$140,495,477$140,495,477
85Alpha Advisors, LLC$419,120$139,147,786$139,147,786
86Dudley Capital Management LLC$562,582$128,268,759$128,268,759
87Heritage Wealth Management Group, Ltd$264,875$115,634,711$21,835,200$137,469,911
88Korving & Company LLC$259,190$112,637,000$4,517,000$117,154,000
89TONER ASSET MANAGEMENT GROUP, INC.$785,172$112,279,570$112,279,570
90David Wealth Management, LLC$473,285$110,275,359$110,275,359
91YHB Wealth Advisors, LLC$471,312$101,803,457$101,803,457
92Washington Wealth Advisors, LLC$180,004$25,020,598$184,144,402$209,165,000
93Omega Wealth Management LLC$293,135$19,777,573$143,498,599$163,276,172
94Andersen Tax LLC$7,082,824$2,592,313,522$2,592,313,522
95Birks Financial Corp.$494,444$142,400,000$142,400,000
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Showing 51 to 95 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 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.