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.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Dudley Capital Management LLC$431,598$104,878,272$104,878,272
2Harrison & Company Wealth Management, LLC$157,285$105,538,347$105,538,347
3ALPha Advisors, LLC$322,870$109,130,217$109,130,217
4Preston Wealth Advisors$21,843$100,717,900$13,651,300$114,369,200
5Wealthway Financial Advisors$219,360$118,235,000$118,235,000
6Sanchez & Zures, LLC$208,542$118,243,359$118,243,359
7Chao & Company, Ltd..$6,060,499$104,069,818$17,140,166$121,209,984
8Strategent Financial, LLC$1,351,825$121,664,261$121,664,261
9Toner Asset Management Group, Inc.$941,777$129,965,256$129,965,256
10Olio Financial Planning$137,955$127,700,370$5,840,061$133,540,431
11Westbourne Investments, Inc.$613,667$135,006,810$135,006,810
12ALPha Financial Advisors, LLC$411,519$135,389,730$135,389,730
13Montvue Capital Management, Inc.$891,526$135,512,027$135,512,027
14Selective Wealth Management LLC$140,103$136,740,971$136,740,971
15MOS Capital, Inc.$455,341$137,968,425$137,968,425
16Rede Wealth, LLC$289,260$100,134,000$39,000,000$139,134,000
17Professional Financial Solutions, LLC$201,825$130,227,577$9,839,036$140,066,613
18Katz Family Financial Advisors, LLC$203,556$140,453,684$140,453,684
19Independence Wealth Advisors Inc.$311,505$126,948,421$17,589,732$144,538,153
20Capital Fiduciary Advisors, LLC$411,257$130,899,603$16,330,511$147,230,114
21Evolution Advisers, Inc.$260,134$110,410,769$38,646,139$149,056,908
22Washington Wealth Advisors, LLC$161,214$142,546,000$7,867,000$150,413,000
23Waypoint Advisors$1,763,150$169,262,419$169,262,419
24Virginia Capital Strategies$492,666$176,867,137$176,867,137
25Keystone Asset Management, Inc.$1,320,896$160,000,000$17,000,000$177,000,000
26Meridian Financial Partners LLC$284,290$182,514,175$182,514,175
27Precipio Wealth Management$348,731$178,694,615$4,737,818$183,432,433
28Tull Financial Group, Inc.$224,967$180,462,258$3,110,714$183,572,972
29SageVest Wealth Management$1,829,467$174,449,942$10,326,212$184,776,154
30Acima Private Wealth LLC$3,187,727$184,888,189$184,888,189
31Sentinel Wealth Management, Inc.$528,916$185,649,534$185,649,534
32Advisors Financial, Inc.$314,190$187,885,731$187,885,731
33Campion Asset Management, LLC$752,150$158,135,171$34,415,180$192,550,351
34Taylor Financial Group, Inc.$229,000$201,978,419$201,978,419
35Wills Financial Group$353,430$206,403,391$206,403,391
36Millennium Advisory Services, Inc.$162,622$237,753,630$237,753,630
37Stony Point Wealth Management Inc.$201,696$226,968,865$11,032,428$238,001,293
38Fee-Only Financial Planning, L.C.$562,216$239,503,830$239,503,830
39Courage Miller Partners$306,221$214,767,851$27,453,248$242,221,099
40HSC Wealth Advisors$172,484$245,100,000$245,100,000
41Houlihan Financial Resource Group, Ltd..$481,200$250,705,326$250,705,326
42Alexander RandoLPh Advisory Inc$585,992$168,739,603$107,262,814$276,002,417
43Wolf Group Capital Advisors$487,184$281,853,626$8,507,747$290,361,373
44ClearLogic Financial$392,079$307,612,424$954,098$308,566,522
45Hopwood Financial Services, Inc.$539,154$316,483,543$316,483,543
46Pineno Levin & Ford Asset Management, Inc.$734,173$309,066,334$8,096,196$317,162,530
47Marotta Wealth Management, Inc.$288,056$351,256,178$14,286,629$365,542,807
48Harbour Capital Advisors$1,361,293$379,800,728$379,800,728
49Canal Capital Management$323,666$361,004,314$28,366,341$389,370,655
50A. N. Culbertson & Company, Inc.$459,953$383,496,000$8,384,000$391,880,000
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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.

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