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