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