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 | Washington Wealth Advisors, LLC | $180,004 | $25,020,598 | $184,144,402 | $209,165,000 |
| 2 | Heritage Financial LLC | $181,582 | $175,885,705 | $23,672,982 | $199,558,687 |
| 3 | Monaco Capital Management, LLC | $194,631 | $176,766,665 | $1,710,203 | $178,476,868 |
| 4 | Alpha Omega Group, Inc. | $210,278 | $225,111,175 | $36,685,100 | $261,796,275 |
| 5 | Moneywise Inc | $220,642 | $324,785,652 | — | $324,785,652 |
| 6 | Selective Wealth Management, Inc. | $224,468 | $342,537,636 | — | $342,537,636 |
| 7 | Harrison & Company Wealth Management, LLC | $226,045 | $142,860,742 | — | $142,860,742 |
| 8 | Olio Financial Planning, LLC | $233,988 | $209,353,339 | $10,595,769 | $219,949,108 |
| 9 | Professional Financial Solutions, LLC | $246,874 | $179,788,262 | $12,526,501 | $192,314,763 |
| 10 | Korving & Company LLC | $259,190 | $112,637,000 | $4,517,000 | $117,154,000 |
| 11 | Brown | Miller Wealth Management, LLC | $260,978 | $466,970,015 | $27,584,104 | $494,554,119 |
| 12 | Heritage Wealth Management Group, Ltd | $264,875 | $115,634,711 | $21,835,200 | $137,469,911 |
| 13 | Sanchez & Zures, LLC | $269,665 | $140,495,477 | — | $140,495,477 |
| 14 | Stony Point Wealth Management Inc. | $278,873 | $287,061,848 | $455,837 | $287,517,685 |
| 15 | Tull Financial Group, Inc. | $279,074 | $226,698,940 | $2,979,356 | $229,678,296 |
| 16 | Omega Wealth Management LLC | $293,135 | $19,777,573 | $143,498,599 | $163,276,172 |
| 17 | Taylor Financial Group, Inc. | $297,442 | $268,887,670 | — | $268,887,670 |
| 18 | Fonville Wealth Management LLC | $306,603 | $209,233,854 | $19,798,960 | $229,032,814 |
| 19 | Wealthway Financial Advisors | $309,590 | $165,321,000 | — | $165,321,000 |
| 20 | Marotta Asset Management, Inc. | $311,336 | $456,038,756 | $14,701,091 | $470,739,847 |
| 21 | Meridian Financial Partners LLC | $320,017 | $284,174,801 | — | $284,174,801 |
| 22 | Solitude Financial Services, Inc. | $335,470 | $153,645,219 | — | $153,645,219 |
| 23 | Beacon Harbor Wealth Advisors, Inc. | $337,439 | $341,457,423 | $16,227,819 | $357,685,242 |
| 24 | Bogart Wealth, LLC | $351,211 | $1,058,890,760 | $252,882,707 | $1,311,773,467 |
| 25 | FJY Financial, LLC | $353,168 | $606,904,894 | $40,805,772 | $647,710,666 |
| 26 | Advisors Financial, Inc. | $353,314 | $233,540,286 | — | $233,540,286 |
| 27 | Azzad Asset Management, Inc. | $361,021 | $1,056,128,038 | $7,439,550 | $1,063,567,588 |
| 28 | Kinloch Capital, LLC | $373,442 | $165,808,406 | — | $165,808,406 |
| 29 | Taylor Hoffman Wealth Management, LLC | $386,235 | $186,178,999 | $91,910,291 | $278,089,290 |
| 30 | Westbourne Investments, Inc. | $388,856 | $189,373,098 | — | $189,373,098 |
| 31 | MCLEAN ASSET MANAGEMENT CORP. | $406,260 | $789,876,863 | $55,550,316 | $845,427,179 |
| 32 | Monument Capital Management, LLC | $406,442 | $353,702,263 | $7,218,414 | $360,920,677 |
| 33 | Clearlogic Financial, Inc. | $416,911 | $328,044,142 | $48,843,613 | $376,887,755 |
| 34 | Independence Wealth Advisors Inc. | $417,515 | $166,150,066 | $15,051,522 | $181,201,588 |
| 35 | Alpha Advisors, LLC | $419,120 | $139,147,786 | — | $139,147,786 |
| 36 | Verus Financial Partners, Inc. | $421,978 | $855,349,922 | — | $855,349,922 |
| 37 | Montvue Capital Management, Inc. | $446,662 | $177,771,347 | — | $177,771,347 |
| 38 | Wills Financial Group, Inc. | $450,895 | $284,063,890 | — | $284,063,890 |
| 39 | Canal Capital Management, LLC | $453,646 | $591,097,312 | $37,656,577 | $628,753,889 |
| 40 | YHB Wealth Advisors, LLC | $471,312 | $101,803,457 | — | $101,803,457 |
| 41 | David Wealth Management, LLC | $473,285 | $110,275,359 | — | $110,275,359 |
| 42 | Courage Miller Partners, LLC | $488,139 | $311,718,882 | $35,347,635 | $347,066,517 |
| 43 | RDL Financial, Inc. | $491,696 | $296,500,373 | $7,367,606 | $303,867,979 |
| 44 | Birks Financial Corp. | $494,444 | — | $142,400,000 | $142,400,000 |
| 45 | Precipio Wealth Management LLC | $501,502 | $226,962,462 | $5,233,059 | $232,195,521 |
| 46 | Agili, P.C. | $510,732 | $884,588,280 | — | $884,588,280 |
| 47 | MOS Capital, Inc | $527,869 | $161,688,202 | $1,423,422 | $163,111,624 |
| 48 | Bernhardt Wealth Management, Inc. | $530,044 | $533,721,527 | $562,414 | $534,283,941 |
| 49 | The Burney Company | $536,246 | $2,085,998,868 | — | $2,085,998,868 |
| 50 | Houlihan Financial Resource Group, Ltd. | $540,610 | $283,279,780 | — | $283,279,780 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
