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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1YHB Wealth Advisors, LLC$471,312$101,803,457$101,803,457
2David Wealth Management, LLC$473,285$110,275,359$110,275,359
3TONER ASSET MANAGEMENT GROUP, INC.$785,172$112,279,570$112,279,570
4Korving & Company LLC$259,190$112,637,000$4,517,000$117,154,000
5Dudley Capital Management LLC$562,582$128,268,759$128,268,759
6Heritage Wealth Management Group, Ltd$264,875$115,634,711$21,835,200$137,469,911
7Alpha Advisors, LLC$419,120$139,147,786$139,147,786
8Sanchez & Zures, LLC$269,665$140,495,477$140,495,477
9Birks Financial Corp.$494,444$142,400,000$142,400,000
10Harrison & Company Wealth Management, LLC$226,045$142,860,742$142,860,742
11ALPHA FINANCIAL ADVISORS, LLC$1,423,445$145,191,400$145,191,400
12Beacon Wealth Consultants, Inc.$181,063$145,378,588$196,298$145,574,886
13Solitude Financial Services, Inc.$335,470$153,645,219$153,645,219
14OAKMONT WEALTH ADVISORY, LLC$408,216$162,470,000$162,470,000
15MOS Capital, Inc$527,869$161,688,202$1,423,422$163,111,624
16Omega Wealth Management LLC$293,135$19,777,573$143,498,599$163,276,172
17Wealthway Financial Advisors$309,590$165,321,000$165,321,000
18Kinloch Capital, LLC$373,442$165,808,406$165,808,406
19Montvue Capital Management, Inc.$446,662$177,771,347$177,771,347
20Monaco Capital Management, LLC$194,631$176,766,665$1,710,203$178,476,868
21Independence Wealth Advisors Inc.$417,515$166,150,066$15,051,522$181,201,588
22Strategent Financial, LLC$1,786,231$189,340,534$189,340,534
23Westbourne Investments, Inc.$388,856$189,373,098$189,373,098
24Professional Financial Solutions, LLC$246,874$179,788,262$12,526,501$192,314,763
25Rede Wealth, LLC$540,913$154,022,000$39,625,000$193,647,000
26Heritage Financial LLC$181,582$175,885,705$23,672,982$199,558,687
27Virginia Wealth Management Group, Inc.$705,838$150,013,423$49,738,725$199,752,148
28Washington Wealth Advisors, LLC$180,004$25,020,598$184,144,402$209,165,000
29Preston Wealth Advisors, LLC.$248,397$196,088,400$13,558,867$209,647,267
30Olio Financial Planning, LLC$233,988$209,353,339$10,595,769$219,949,108
31Campion Asset Management, LLC$808,974$184,386,562$35,654,355$220,040,917
32Fonville Wealth Management LLC$306,603$209,233,854$19,798,960$229,032,814
33Tull Financial Group, Inc.$279,074$226,698,940$2,979,356$229,678,296
34Precipio Wealth Management LLC$501,502$226,962,462$5,233,059$232,195,521
35Advisors Financial, Inc.$353,314$233,540,286$233,540,286
36Mason & Associates, LLC$200,274$236,524,176$236,524,176
37Sentinel Wealth Management, Inc.$724,679$236,969,934$236,969,934
38Ategra Capital Management, LLC$1,403,361$207,378,295$29,789,699$237,167,994
39Acima Private Wealth LLC$4,677,754$252,598,698$252,598,698
40Keystone Asset Management, Inc.$1,992,366$240,000,000$21,000,000$261,000,000
41Alpha Omega Group, Inc.$210,278$225,111,175$36,685,100$261,796,275
42Sage Financial Management Group, Inc.$2,303,219$249,663,718$12,903,207$262,566,925
43Taylor Financial Group, Inc.$297,442$268,887,670$268,887,670
44Taylor Hoffman Wealth Management, LLC$386,235$186,178,999$91,910,291$278,089,290
45Houlihan Financial Resource Group, Ltd.$540,610$283,279,780$283,279,780
46Wills Financial Group, Inc.$450,895$284,063,890$284,063,890
47Meridian Financial Partners LLC$320,017$284,174,801$284,174,801
48Stony Point Wealth Management Inc.$278,873$287,061,848$455,837$287,517,685
49RDL Financial, Inc.$491,696$296,500,373$7,367,606$303,867,979
50Alexander Randolph Advisory Inc$697,806$197,364,371$124,324,218$321,688,589
Next Page »

Showing 1 to 50 of 95 entries

Page 1 | 2

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.