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
1Katz Family Financial Advisors, LLC$209,497$75,000,000$75,000,000
2Heritage Financial Llc$120,859$102,125,772$102,125,772
3Birks Financial Corp.$407,949$103,211,000$103,211,000
4Kinloch Capital, Llc$258,250$90,037,528$14,295,661$104,333,189
5Dudley Capital Management Llc$431,598$104,878,272$104,878,272
6Hco Private Wealth$157,285$105,538,347$105,538,347
7Alpha Advisors, Llc$322,870$109,130,217$109,130,217
8Preston Wealth Advisors, Llc.$21,843$100,717,900$13,651,300$114,369,200
9Wealthway Financial Advisors$219,360$118,235,000$118,235,000
10Sanchez & Zures, Llc$208,542$118,243,359$118,243,359
11Experiential Wealth, Inc.$6,060,499$104,069,818$17,140,166$121,209,984
12Strategent Financial, Llc$1,351,825$121,664,261$121,664,261
13Oakmont Wealth Advisory, Llc$492,412$126,550,000$126,550,000
14Toner Asset Management Group, Inc.$941,777$129,965,256$129,965,256
15Olio Financial Planning$137,955$127,700,370$5,840,061$133,540,431
16Westbourne Investments, Inc.$613,667$135,006,810$135,006,810
17Alpha Financial Advisors, Llc$411,519$135,389,730$135,389,730
18Montvue Capital Management, Inc.$891,526$135,512,027$135,512,027
19Selective Wealth Management, Inc.$140,103$136,740,971$136,740,971
20Rede Wealth, Llc$289,260$100,134,000$39,000,000$139,134,000
21Professional Financial Solutions, Llc$201,825$130,227,577$9,839,036$140,066,613
22Mos Capital, Inc.$458,479$140,487,055$1,182,929$141,669,984
23Independence Wealth Advisors Inc.$311,505$126,948,421$17,589,732$144,538,153
24Evolution Advisers, Inc.$260,134$110,410,769$38,646,139$149,056,908
25Washington Wealth Advisors, Llc$161,214$142,546,000$7,867,000$150,413,000
26Ategra Capital Management, Llc$1,924,163$153,933,000$153,933,000
27Waypoint Advisors, Llc$1,763,150$169,262,419$169,262,419
28Covenant Wealth Advisors$251,071$149,600,126$24,140,854$173,740,980
29Virginia Capital Strategies$492,666$176,867,137$176,867,137
30Keystone Asset Management, Inc.$1,320,896$160,000,000$17,000,000$177,000,000
31Meridian Financial Partners Llc$284,290$182,514,175$182,514,175
32Precipio Wealth Management Llc$348,731$178,694,615$4,737,818$183,432,433
33Tull Financial Group, Inc.$224,967$180,462,258$3,110,714$183,572,972
34Sagevest Wealth Management$1,829,467$174,449,942$10,326,212$184,776,154
35Acima Private Wealth Llc$3,187,727$184,888,189$184,888,189
36Sentinel Wealth Management, Inc.$528,916$185,649,534$185,649,534
37Advisors Financial, Inc.$314,190$187,885,731$187,885,731
38Campion Asset Management, Llc$752,150$158,135,171$34,415,180$192,550,351
39Hunter Lewis Llc$28,571,429$200,000,000$200,000,000
40Taylor Financial Group, Inc.$229,000$201,978,419$201,978,419
41Wills Financial Group$353,430$206,403,391$206,403,391
42Beacon Harbor Wealth Advisors$248,218$201,800,518$8,191,540$209,992,058
43Millennium Advisory Services, Inc.$162,622$237,753,630$237,753,630
44Stony Point Wealth Management Inc.$201,696$226,968,865$11,032,428$238,001,293
45Courage Miller Partners, Llc$306,221$214,767,851$27,453,248$242,221,099
46HSC Wealth Advisors$172,484$245,100,000$245,100,000
47Houlihan Financial Resource Group, Ltd.$481,200$250,705,326$250,705,326
48Alexander Randolph Advisory Inc$585,992$168,739,603$107,262,814$276,002,417
49Wolf Group Capital Advisors$480,373$278,892,848$7,409,335$286,302,183
50Monument Wealth Management$214,207$276,481,195$14,198,108$290,679,303
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Showing 1 to 50 of 97 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.