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$5,668,948$1,865,084,000$1,865,084,000
2Katz Family Financial Advisors, LLC$203,556$140,453,684$140,453,684
3Rembert Pendleton Jackson$288,009$67,042,002$1,211,142,884$1,278,184,886
4Rede Wealth, LLC$289,260$100,134,000$39,000,000$139,134,000
5Preston Wealth Advisors$21,843$100,717,900$13,651,300$114,369,200
6Chao & Company, Ltd..$6,060,499$104,069,818$17,140,166$121,209,984
7Dudley Capital Management LLC$431,598$104,878,272$104,878,272
8Harrison & Company Wealth Management, LLC$157,285$105,538,347$105,538,347
9ALPha Advisors, LLC$322,870$109,130,217$109,130,217
10Evolution Advisers, Inc.$260,134$110,410,769$38,646,139$149,056,908
11Wealthway Financial Advisors$219,360$118,235,000$118,235,000
12Sanchez & Zures, LLC$208,542$118,243,359$118,243,359
13Strategent Financial, LLC$1,351,825$121,664,261$121,664,261
14Independence Wealth Advisors Inc.$311,505$126,948,421$17,589,732$144,538,153
15Olio Financial Planning$137,955$127,700,370$5,840,061$133,540,431
16Toner Asset Management Group, Inc.$941,777$129,965,256$129,965,256
17Professional Financial Solutions, LLC$201,825$130,227,577$9,839,036$140,066,613
18Capital Fiduciary Advisors, LLC$411,257$130,899,603$16,330,511$147,230,114
19Westbourne Investments, Inc.$613,667$135,006,810$135,006,810
20ALPha Financial Advisors, LLC$411,519$135,389,730$135,389,730
21Montvue Capital Management, Inc.$891,526$135,512,027$135,512,027
22Selective Wealth Management LLC$140,103$136,740,971$136,740,971
23MOS Capital, Inc.$455,341$137,968,425$137,968,425
24Washington Wealth Advisors, LLC$161,214$142,546,000$7,867,000$150,413,000
25Campion Asset Management, LLC$752,150$158,135,171$34,415,180$192,550,351
26Keystone Asset Management, Inc.$1,320,896$160,000,000$17,000,000$177,000,000
27Alexander RandoLPh Advisory Inc$585,992$168,739,603$107,262,814$276,002,417
28Waypoint Advisors$1,763,150$169,262,419$169,262,419
29SageVest Wealth Management$1,829,467$174,449,942$10,326,212$184,776,154
30Virginia Capital Strategies$492,666$176,867,137$176,867,137
31Precipio Wealth Management$348,731$178,694,615$4,737,818$183,432,433
32Tull Financial Group, Inc.$224,967$180,462,258$3,110,714$183,572,972
33Meridian Financial Partners LLC$284,290$182,514,175$182,514,175
34Acima Private Wealth LLC$3,187,727$184,888,189$184,888,189
35Sentinel Wealth Management, Inc.$528,916$185,649,534$185,649,534
36Advisors Financial, Inc.$314,190$187,885,731$187,885,731
37Taylor Financial Group, Inc.$229,000$201,978,419$201,978,419
38Wills Financial Group$353,430$206,403,391$206,403,391
39Courage Miller Partners$306,221$214,767,851$27,453,248$242,221,099
40Stony Point Wealth Management Inc.$201,696$226,968,865$11,032,428$238,001,293
41Dyson Capital Advisors$42,437,390$237,278,000$1,502,655,000$1,739,933,000
42Millennium Advisory Services, Inc.$162,622$237,753,630$237,753,630
43Fee-Only Financial Planning, L.C.$562,216$239,503,830$239,503,830
44HSC Wealth Advisors$172,484$245,100,000$245,100,000
45Houlihan Financial Resource Group, Ltd..$481,200$250,705,326$250,705,326
46Wolf Group Capital Advisors$487,184$281,853,626$8,507,747$290,361,373
47ClearLogic Financial$392,079$307,612,424$954,098$308,566,522
48Pineno Levin & Ford Asset Management, Inc.$734,173$309,066,334$8,096,196$317,162,530
49Hopwood Financial Services, Inc.$539,154$316,483,543$316,483,543
50Marotta Wealth Management, Inc.$288,056$351,256,178$14,286,629$365,542,807
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Showing 1 to 50 of 90 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.

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