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
1Andersen Tax LLC$7,082,824$2,592,313,522$2,592,313,522
2Birks Financial Corp.$494,444$142,400,000$142,400,000
3Omega Wealth Management LLC$293,135$19,777,573$143,498,599$163,276,172
4Washington Wealth Advisors, LLC$180,004$25,020,598$184,144,402$209,165,000
5YHB Wealth Advisors, LLC$471,312$101,803,457$101,803,457
6David Wealth Management, LLC$473,285$110,275,359$110,275,359
7TONER ASSET MANAGEMENT GROUP, INC.$785,172$112,279,570$112,279,570
8Korving & Company LLC$259,190$112,637,000$4,517,000$117,154,000
9Heritage Wealth Management Group, Ltd$264,875$115,634,711$21,835,200$137,469,911
10Dudley Capital Management LLC$562,582$128,268,759$128,268,759
11Alpha Advisors, LLC$419,120$139,147,786$139,147,786
12Sanchez & Zures, LLC$269,665$140,495,477$140,495,477
13Harrison & Company Wealth Management, LLC$226,045$142,860,742$142,860,742
14ALPHA FINANCIAL ADVISORS, LLC$1,423,445$145,191,400$145,191,400
15Virginia Wealth Management Group, Inc.$705,838$150,013,423$49,738,725$199,752,148
16Solitude Financial Services, Inc.$335,470$153,645,219$153,645,219
17Rede Wealth, LLC$540,913$154,022,000$39,625,000$193,647,000
18MOS Capital, Inc$527,869$161,688,202$1,423,422$163,111,624
19Wealthway Financial Advisors$309,590$165,321,000$165,321,000
20Kinloch Capital, LLC$373,442$165,808,406$165,808,406
21Independence Wealth Advisors Inc.$417,515$166,150,066$15,051,522$181,201,588
22Heritage Financial LLC$181,582$175,885,705$23,672,982$199,558,687
23Monaco Capital Management, LLC$194,631$176,766,665$1,710,203$178,476,868
24Montvue Capital Management, Inc.$446,662$177,771,347$177,771,347
25Professional Financial Solutions, LLC$246,874$179,788,262$12,526,501$192,314,763
26Campion Asset Management, LLC$808,974$184,386,562$35,654,355$220,040,917
27Taylor Hoffman Wealth Management, LLC$386,235$186,178,999$91,910,291$278,089,290
28Strategent Financial, LLC$1,786,231$189,340,534$189,340,534
29Westbourne Investments, Inc.$388,856$189,373,098$189,373,098
30Alexander Randolph Advisory Inc$697,806$197,364,371$124,324,218$321,688,589
31Ategra Capital Management, LLC$1,403,361$207,378,295$29,789,699$237,167,994
32Fonville Wealth Management LLC$306,603$209,233,854$19,798,960$229,032,814
33Olio Financial Planning, LLC$233,988$209,353,339$10,595,769$219,949,108
34Alpha Omega Group, Inc.$210,278$225,111,175$36,685,100$261,796,275
35Tull Financial Group, Inc.$279,074$226,698,940$2,979,356$229,678,296
36Precipio Wealth Management LLC$501,502$226,962,462$5,233,059$232,195,521
37Advisors Financial, Inc.$353,314$233,540,286$233,540,286
38Sentinel Wealth Management, Inc.$724,679$236,969,934$236,969,934
39Keystone Asset Management, Inc.$1,992,366$240,000,000$21,000,000$261,000,000
40Sage Financial Management Group, Inc.$2,303,219$249,663,718$12,903,207$262,566,925
41Acima Private Wealth LLC$4,677,754$252,598,698$252,598,698
42Taylor Financial Group, Inc.$297,442$268,887,670$268,887,670
43Houlihan Financial Resource Group, Ltd.$540,610$283,279,780$283,279,780
44Wills Financial Group, Inc.$450,895$284,063,890$284,063,890
45Meridian Financial Partners LLC$320,017$284,174,801$284,174,801
46Stony Point Wealth Management Inc.$278,873$287,061,848$455,837$287,517,685
47RDL Financial, Inc.$491,696$296,500,373$7,367,606$303,867,979
48Courage Miller Partners, LLC$488,139$311,718,882$35,347,635$347,066,517
49Moneywise Inc$220,642$324,785,652$324,785,652
50Clearlogic Financial, Inc.$416,911$328,044,142$48,843,613$376,887,755
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Showing 1 to 50 of 88 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 Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.