RIA Channel • Top 50 Emerging RIAs • 2020For details on how firms qualified for this list, please see our METHODOLOGY.

RankingFirmLocationTotal AUM
1.Princeton Portfolio Strategies GroupPrinceton, NJ$499,811,552
2.Hawsgoodwin WealthFranklin, TN$499,563,072
3.Eldridge Investment AdvisorsManchester, NH$499,431,392
4.Foster Victor Wealth AdvisorsGreenville, SC$498,324,064
5.Financial Sense AdvisorsSan Diego, CA$497,739,648
6.Karn, Couzens & AssociatesFarmington, CT$497,688,064
7.Moneco AdvisorsFairfield, CT$497,439,616
8.Keen Wealth AdvisorsOverland Park, KS$497,364,128
9.Cornell PochilyIthaca, NY$497,352,672
10.Twele Capital ManagementMinnetonka, MN$496,164,512
11.The L. Warner CompaniesTimonium, MD$494,101,792
12.Gill Capital PartnersDenver, CO$493,281,568
13.Financial Enhancement GroupAnderson, IN$493,239,392
14.Scott SnowWestlake, OH$493,204,032
15.C.J. LawrenceNew York, NY$492,954,688
16.Ramsay Stattman Vela & PriceColorado Springs, CO$492,457,984
17.Hartline Investment CorporationChicago, IL$491,898,848
18.Trajan WealthScottsdale, AZ$491,588,864
19.Wealth Dimensions GroupCincinnati, OH$491,153,472
20.Ullmann Wealth PartnersJacksonville Beach, FL$490,991,488
21.Navigation GroupRedwood City, CA$490,907,712
22.Bernhardt Wealth ManagementMclean, VA$490,245,664
23.Legacy Financial GroupDes Moines, IA$489,030,496
24.RBO & Co.St. Helena, CA$487,972,192
25.Navpoint FinancialBloomington, MN$487,897,984
26.Valicenti Advisory ServicesElmira, NY$487,196,000
27.Regatta Capital GroupEl Segundo, CA$487,137,824
28.Cambridge AdvisorsOmaha, NE$486,976,608
29.SWM AdvisorsSt. Petersburg, FL$486,087,264
30.Excalibur ManagementNewton, MA$485,212,000
31.BCM AdvisorsLafayette, LA$485,139,296
32.Waypoint Wealth CounselAtlanta, GA$484,867,424
33.Porter White Investment AdvisorsBirmingham, AL$484,339,584
34.Angeles Wealth ManagementSanta Monica, CA$483,227,360
35.Strategic Investment SolutionsOrland Park, IL$482,000,000
36.Midwest Capital AdvisorsGrand Rapids, MI$481,659,936
37.Summit Wealth PartnersOrlando, FL$480,999,840
38.Frisch Financial GroupMelville, NY$480,913,408
39.Clear Perspective AdvisorsAurora, IL$480,912,160
40.Financial Partners GroupGallatin, TN$480,824,224
41.Leogroup Wealth SolutionsIselin, NJ$480,599,680
42.CDA GroupGreenville, SC$480,521,696
43.Traynor CapitalMalvern, PA$480,000,000
44.Brooker Wealth ManagementOakland, CA$479,088,288
45.ErguzThe Woodlands, TX$478,758,016
46.Financial SymmetryRaleigh, NC$478,080,480
47.Silicon Valley Capital PartnersSan Jose, CA$477,181,984
48.Financial ManagementYakima, WA$477,054,208
49.American Research & ManagementMarion, MA$476,400,768
50.Canal Capital ManagementRichmond, VA$476,175,392