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
1Washington Wealth Advisors, LLC$180,004$25,020,598$184,144,402$209,165,000
2Heritage Financial LLC$181,582$175,885,705$23,672,982$199,558,687
3Monaco Capital Management, LLC$194,631$176,766,665$1,710,203$178,476,868
4Alpha Omega Group, Inc.$210,278$225,111,175$36,685,100$261,796,275
5Moneywise Inc$220,642$324,785,652$324,785,652
6Selective Wealth Management, Inc.$224,468$342,537,636$342,537,636
7Harrison & Company Wealth Management, LLC$226,045$142,860,742$142,860,742
8Olio Financial Planning, LLC$233,988$209,353,339$10,595,769$219,949,108
9Professional Financial Solutions, LLC$246,874$179,788,262$12,526,501$192,314,763
10Korving & Company LLC$259,190$112,637,000$4,517,000$117,154,000
11Brown | Miller Wealth Management, LLC$260,978$466,970,015$27,584,104$494,554,119
12Heritage Wealth Management Group, Ltd$264,875$115,634,711$21,835,200$137,469,911
13Sanchez & Zures, LLC$269,665$140,495,477$140,495,477
14Stony Point Wealth Management Inc.$278,873$287,061,848$455,837$287,517,685
15Tull Financial Group, Inc.$279,074$226,698,940$2,979,356$229,678,296
16Omega Wealth Management LLC$293,135$19,777,573$143,498,599$163,276,172
17Taylor Financial Group, Inc.$297,442$268,887,670$268,887,670
18Fonville Wealth Management LLC$306,603$209,233,854$19,798,960$229,032,814
19Wealthway Financial Advisors$309,590$165,321,000$165,321,000
20Marotta Asset Management, Inc.$311,336$456,038,756$14,701,091$470,739,847
21Meridian Financial Partners LLC$320,017$284,174,801$284,174,801
22Solitude Financial Services, Inc.$335,470$153,645,219$153,645,219
23Beacon Harbor Wealth Advisors, Inc.$337,439$341,457,423$16,227,819$357,685,242
24Bogart Wealth, LLC$351,211$1,058,890,760$252,882,707$1,311,773,467
25FJY Financial, LLC$353,168$606,904,894$40,805,772$647,710,666
26Advisors Financial, Inc.$353,314$233,540,286$233,540,286
27Azzad Asset Management, Inc.$361,021$1,056,128,038$7,439,550$1,063,567,588
28Kinloch Capital, LLC$373,442$165,808,406$165,808,406
29Taylor Hoffman Wealth Management, LLC$386,235$186,178,999$91,910,291$278,089,290
30Westbourne Investments, Inc.$388,856$189,373,098$189,373,098
31MCLEAN ASSET MANAGEMENT CORP.$406,260$789,876,863$55,550,316$845,427,179
32Monument Capital Management, LLC$406,442$353,702,263$7,218,414$360,920,677
33Clearlogic Financial, Inc.$416,911$328,044,142$48,843,613$376,887,755
34Independence Wealth Advisors Inc.$417,515$166,150,066$15,051,522$181,201,588
35Alpha Advisors, LLC$419,120$139,147,786$139,147,786
36Verus Financial Partners, Inc.$421,978$855,349,922$855,349,922
37Montvue Capital Management, Inc.$446,662$177,771,347$177,771,347
38Wills Financial Group, Inc.$450,895$284,063,890$284,063,890
39Canal Capital Management, LLC$453,646$591,097,312$37,656,577$628,753,889
40YHB Wealth Advisors, LLC$471,312$101,803,457$101,803,457
41David Wealth Management, LLC$473,285$110,275,359$110,275,359
42Courage Miller Partners, LLC$488,139$311,718,882$35,347,635$347,066,517
43RDL Financial, Inc.$491,696$296,500,373$7,367,606$303,867,979
44Birks Financial Corp.$494,444$142,400,000$142,400,000
45Precipio Wealth Management LLC$501,502$226,962,462$5,233,059$232,195,521
46Agili, P.C.$510,732$884,588,280$884,588,280
47MOS Capital, Inc$527,869$161,688,202$1,423,422$163,111,624
48Bernhardt Wealth Management, Inc.$530,044$533,721,527$562,414$534,283,941
49The Burney Company$536,246$2,085,998,868$2,085,998,868
50Houlihan Financial Resource Group, Ltd.$540,610$283,279,780$283,279,780
Next Page »

Showing 1 to 50 of 88 entries

Page 1 | 2

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.