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