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
1KINLOCH CAPITAL, LLC$256,548$103,132,149$103,132,149
2BIRKS FINANCIAL CORP.$372,857$104,400,000$104,400,000
3BEACON WEALTH CONSULTANTS, INC.$158,862$110,558,852$167,961$110,726,813
4TONER ASSET MANAGEMENT GROUP, INC.$785,172$112,279,570$112,279,570
5DUDLEY CAPITAL MANAGEMENT LLC$508,462$116,437,806$116,437,806
6MONACO CAPITAL MANAGEMENT, LLC$146,179$119,135,957$119,135,957
7SOLITUDE FINANCIAL SERVICES, INC.$278,739$120,693,923$120,693,923
8HCO PRIVATE WEALTH$207,595$121,027,983$121,027,983
9ALPHA ADVISORS, LLC$388,583$129,398,054$129,398,054
10SANCHEZ & ZURES, LLC$243,142$130,080,793$130,080,793
11OMEGA WEALTH MANAGEMENT LLC$280,033$22,942,561$118,473,951$141,416,512
12EXPERIENTIAL WEALTH, INC.$6,516,055$124,036,460$19,316,741$143,353,201
13REDE WEALTH, LLC$293,566$116,974,000$27,167,000$144,141,000
14ALPHA FINANCIAL ADVISORS, LLC$1,423,445$145,191,400$145,191,400
15PRESTON WEALTH ADVISORS, LLC.$57,168$129,757,512$15,907,224$145,664,736
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
19OAKMONT WEALTH ADVISORY, LLC$408,216$162,470,000$162,470,000
20STRATEGENT FINANCIAL, LLC$1,672,555$163,910,370$163,910,370
21INDEPENDENCE WEALTH ADVISORS INC.$380,778$147,001,809$19,398,341$166,400,150
22HERITAGE FINANCIAL LLC$171,617$168,528,179$168,528,179
23WESTBOURNE INVESTMENTS, INC.$804,992$173,073,228$173,073,228
24OLIO FINANCIAL PLANNING$199,405$168,160,139$6,717,739$174,877,878
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
28TULL FINANCIAL GROUP, INC.$250,973$202,692,468$3,607,220$206,299,688
29ACIMA PRIVATE WEALTH LLC$2,848,370$210,779,368$210,779,368
30ADVISORS FINANCIAL, INC.$350,752$212,906,479$212,906,479
31KEYSTONE ASSET MANAGEMENT, INC.$1,609,023$196,000,000$18,000,000$214,000,000
32CAMPION ASSET MANAGEMENT, LLC$855,006$173,089,784$43,226,790$216,316,574
33PRECIPIO WEALTH MANAGEMENT LLC$427,968$214,470,487$5,077,125$219,547,612
34SENTINEL WEALTH MANAGEMENT, INC.$667,684$224,341,706$224,341,706
35ATEGRA CAPITAL MANAGEMENT, LLC$1,682,378$196,777,596$28,661,095$225,438,691
36MERIDIAN FINANCIAL PARTNERS LLC$305,100$228,824,964$228,824,964
37SAGEVEST WEALTH MANAGEMENT$2,186,062$217,667,562$11,868,910$229,536,472
38AOG WEALTH MANAGEMENT$169,740$172,811,821$60,071,084$232,882,905
39TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC$383,831$150,677,560$88,065,447$238,743,007
40TAYLOR FINANCIAL GROUP, INC.$272,326$241,553,544$241,553,544
41WILLS FINANCIAL GROUP$418,146$252,978,196$252,978,196
42STONY POINT WEALTH MANAGEMENT INC.$235,855$246,589,301$8,605,901$255,195,202
43HOULIHAN FINANCIAL RESOURCE GROUP, LTD.$525,551$269,607,522$269,607,522
44COURAGE MILLER PARTNERS, LLC$420,212$252,260,424$22,138,214$274,398,638
45SELECTIVE WEALTH MANAGEMENT, INC.$194,339$280,626,177$280,626,177
46HSC WEALTH ADVISORS$194,712$292,067,301$292,067,301
47WOLF GROUP CAPITAL ADVISORS$491,696$296,500,373$7,367,606$303,867,979
48ALEXANDER RANDOLPH ADVISORY INC$683,493$185,623,217$120,581,424$306,204,641
49MONUMENT WEALTH MANAGEMENT$299,785$299,647,190$12,728,561$312,375,751
50BEACON HARBOR WEALTH ADVISORS$345,090$289,121,003$29,397,392$318,518,395
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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 Sabrina Straub.

*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.