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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Birks Financial Corp.$372,857$104,400,000$104,400,000
2Toner Asset Management Group, Inc.$785,172$112,279,570$112,279,570
3Dudley Capital Management Llc$508,462$116,437,806$116,437,806
4Solitude Financial Services, Inc.$286,267$120,518,512$120,518,512
5Hco Private Wealth$207,595$121,027,983$121,027,983
6Alpha Advisors, Llc$388,583$129,398,054$129,398,054
7Omega Wealth Management Llc$280,033$22,942,561$118,473,951$141,416,512
8Experiential Wealth, Inc.$6,516,055$124,036,460$19,316,741$143,353,201
9Rede Wealth, Llc$293,566$116,974,000$27,167,000$144,141,000
10Alpha Financial Advisors, Llc$1,423,445$145,191,400$145,191,400
11Preston Wealth Advisors, Llc.$57,168$129,757,512$15,907,224$145,664,736
12Wealthway Financial Advisors$269,615$148,288,000$148,288,000
13Mos Capital, Inc.$496,568$150,650,604$1,299,210$151,949,814
14Montvue Capital Management, Inc.$1,007,579$157,182,268$157,182,268
15Oakmont Wealth Advisory, Llc$408,216$162,470,000$162,470,000
16Strategent Financial, Llc$1,672,555$163,910,370$163,910,370
17Independence Wealth Advisors Inc.$380,778$147,001,809$19,398,341$166,400,150
18Heritage Financial Llc$171,617$168,528,179$168,528,179
19Selective Wealth Management, Inc.$153,067$159,348,808$11,780,404$171,129,212
20Westbourne Investments, Inc.$804,992$173,073,228$173,073,228
21Professional Financial Solutions, Llc$241,317$164,130,797$11,306,543$175,437,340
22Keystone Asset Management, Inc.$1,320,896$160,000,000$17,000,000$177,000,000
23Washington Wealth Advisors, Llc$170,450$165,497,000$13,475,000$178,972,000
24Covenant Wealth Advisors$267,712$165,798,373$18,387,740$184,186,113
26Hunter Lewis Llc$102,350,235$204,700,470$204,700,470
27Tull Financial Group, Inc.$250,973$202,692,468$3,607,220$206,299,688
28Acima Private Wealth Llc$2,848,370$210,779,368$210,779,368
29Advisors Financial, Inc.$350,752$212,906,479$212,906,479
30Advisors Financial, Inc.$350,752$212,906,479$212,906,479
31Waypoint Advisors, Llc$2,088,786$215,144,965$215,144,965
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 Financial Group, Inc.$272,326$241,553,544$241,553,544
40Wills Financial Group$418,146$252,978,196$252,978,196
41Stony Point Wealth Management Inc.$235,855$246,589,301$8,605,901$255,195,202
42Houlihan Financial Resource Group, Ltd.$525,551$269,607,522$269,607,522
43Wolf Group Capital Advisors$480,373$278,892,848$7,409,335$286,302,183
44Hsc Wealth Advisors$194,712$292,067,301$292,067,301
45Alexander Randolph Advisory Inc$683,493$185,623,217$120,581,424$306,204,641
46Monument Wealth Management$299,785$299,647,190$12,728,561$312,375,751
47Beacon Harbor Wealth Advisors$345,090$289,121,003$29,397,392$318,518,395
48Millennium Advisory Services, Inc.$196,547$320,568,671$320,568,671
49Redmond Asset Management, Llc$800,535$297,074,016$23,940,683$321,014,699
50Brown | Miller Wealth Management, Llc$202,121$335,738,703$388,967$336,127,670
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Showing 1 to 50 of 93 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.