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
1Birks Financial Corp.$372,857$104,400,000$104,400,000
3Heritage Financial Llc$171,617$168,528,179$168,528,179
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
6Rede Wealth, Llc$293,566$116,974,000$27,167,000$144,141,000
7Solitude Financial Services, Inc.$286,267$120,518,512$120,518,512
8Hco Private Wealth$207,595$121,027,983$121,027,983
9Alpha Advisors, Llc$388,583$129,398,054$129,398,054
10Alpha Financial Advisors, Llc$1,423,445$145,191,400$145,191,400
11Independence Wealth Advisors Inc.$380,778$147,001,809$19,398,341$166,400,150
12Mos Capital, Inc.$496,568$150,650,604$1,299,210$151,949,814
13Montvue Capital Management, Inc.$1,007,579$157,182,268$157,182,268
14Selective Wealth Management, Inc.$153,067$159,348,808$11,780,404$171,129,212
15Keystone Asset Management, Inc.$1,320,896$160,000,000$17,000,000$177,000,000
16Strategent Financial, Llc$1,672,555$163,910,370$163,910,370
17Professional Financial Solutions, Llc$241,317$164,130,797$11,306,543$175,437,340
18Washington Wealth Advisors, Llc$170,450$165,497,000$13,475,000$178,972,000
19Covenant Wealth Advisors$267,712$165,798,373$18,387,740$184,186,113
20Aog Wealth Management$169,740$172,811,821$60,071,084$232,882,905
21Campion Asset Management, Llc$855,006$173,089,784$43,226,790$216,316,574
22Alexander Randolph Advisory Inc$683,493$185,623,217$120,581,424$306,204,641
23Ategra Capital Management, Llc$1,682,378$196,777,596$28,661,095$225,438,691
24Tull Financial Group, Inc.$250,973$202,692,468$3,607,220$206,299,688
25Acima Private Wealth Llc$2,848,370$210,779,368$210,779,368
26Advisors Financial, Inc.$350,752$212,906,479$212,906,479
27Advisors Financial, Inc.$350,752$212,906,479$212,906,479
28Precipio Wealth Management Llc$427,968$214,470,487$5,077,125$219,547,612
29Sagevest Wealth Management$2,186,062$217,667,562$11,868,910$229,536,472
30Sentinel Wealth Management, Inc.$667,684$224,341,706$224,341,706
31Meridian Financial Partners Llc$305,100$228,824,964$228,824,964
32Taylor Financial Group, Inc.$272,326$241,553,544$241,553,544
33Stony Point Wealth Management Inc.$235,855$246,589,301$8,605,901$255,195,202
34Wills Financial Group$418,146$252,978,196$252,978,196
35Houlihan Financial Resource Group, Ltd.$525,551$269,607,522$269,607,522
36Wolf Group Capital Advisors$480,373$278,892,848$7,409,335$286,302,183
37Beacon Harbor Wealth Advisors$345,090$289,121,003$29,397,392$318,518,395
38Hsc Wealth Advisors$194,712$292,067,301$292,067,301
39Redmond Asset Management, Llc$800,535$297,074,016$23,940,683$321,014,699
40Monument Wealth Management$299,785$299,647,190$12,728,561$312,375,751
41Brown | Miller Wealth Management, Llc$202,121$335,738,703$388,967$336,127,670
42Clearlogic Financial, Inc.$391,768$336,888,294$3,165,911$340,054,205
43Pineno Levin & Ford Asset Management, Inc.$862,009$354,163,582$9,604,333$363,767,915
44Compton Wealth Advisory Group, Llc$1,499,876$377,891,498$139,565,839$517,457,337
45Hopwood Financial Services, Inc.$604,892$384,106,188$384,106,188
46Dyson Capital Advisors, Llc$52,455,426$390,915,000$2,074,490,000$2,465,405,000
47Harbour Capital Advisors, Llc$1,438,520$407,101,244$407,101,244
48Marotta Wealth Management, Inc.$312,146$427,317,955$15,305,323$442,623,278
49A. N. Culbertson & Company, Inc.$553,578$453,656,000$9,689,000$463,345,000
50Bernhardt Wealth Management, Inc.$516,592$489,742,150$503,501$490,245,651
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Showing 1 to 50 of 81 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.