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 | Taylor Financial Group, Inc. | $297,442 | $268,887,670 | — | $268,887,670 |
| 2 | Wills Financial Group, Inc. | $450,895 | $284,063,890 | — | $284,063,890 |
| 3 | TONER ASSET MANAGEMENT GROUP, INC. | $785,172 | $112,279,570 | — | $112,279,570 |
| 4 | Selective Wealth Management, Inc. | $224,468 | $342,537,636 | — | $342,537,636 |
| 5 | Verus Financial Partners, Inc. | $421,978 | $855,349,922 | — | $855,349,922 |
| 6 | Houlihan Financial Resource Group, Ltd. | $540,610 | $283,279,780 | — | $283,279,780 |
| 7 | The Burney Company | $536,246 | $2,085,998,868 | — | $2,085,998,868 |
| 8 | Glassman Wealth Services, LLC | $787,072 | $1,662,297,089 | — | $1,662,297,089 |
| 9 | Hemington Wealth Management, LLC | $586,878 | $755,898,708 | — | $755,898,708 |
| 10 | Hopwood Financial Services, Inc. | $600,880 | $451,861,899 | — | $451,861,899 |
| 11 | Steigerwald, Gordon & Koch Inc. | $1,505,211 | $790,236,000 | — | $790,236,000 |
| 12 | Mason & Associates, LLC | $200,274 | $236,524,176 | — | $236,524,176 |
| 13 | Sanchez & Zures, LLC | $269,665 | $140,495,477 | — | $140,495,477 |
| 14 | OAKMONT WEALTH ADVISORY, LLC | $408,216 | $162,470,000 | — | $162,470,000 |
| 15 | Darrell & King, LLC | $4,057,052 | $701,870,055 | — | $701,870,055 |
| 16 | Wealthway Financial Advisors | $309,590 | $165,321,000 | — | $165,321,000 |
| 17 | Advisors Financial, Inc. | $353,314 | $233,540,286 | — | $233,540,286 |
| 18 | Dudley Capital Management LLC | $562,582 | $128,268,759 | — | $128,268,759 |
| 19 | Kinloch Capital, LLC | $373,442 | $165,808,406 | — | $165,808,406 |
| 20 | Meridian Financial Partners LLC | $320,017 | $284,174,801 | — | $284,174,801 |
| 21 | David Wealth Management, LLC | $473,285 | $110,275,359 | — | $110,275,359 |
| 22 | Graves-Light Private Wealth Management, Inc. | $808,095 | $822,641,188 | — | $822,641,188 |
| 23 | Pettyjohn, Wood & White, Inc. | $704,133 | $587,246,691 | — | $587,246,691 |
| 24 | Montvue Capital Management, Inc. | $446,662 | $177,771,347 | — | $177,771,347 |
| 25 | Agili, P.C. | $510,732 | $884,588,280 | — | $884,588,280 |
| 26 | Millennium Advisory Services, Inc. | $223,053 | $427,815,500 | — | $427,815,500 |
| 27 | Westbourne Investments, Inc. | $388,856 | $189,373,098 | — | $189,373,098 |
| 28 | Acima Private Wealth LLC | $4,677,754 | $252,598,698 | — | $252,598,698 |
| 29 | YHB Wealth Advisors, LLC | $471,312 | $101,803,457 | — | $101,803,457 |
| 30 | Partners In Financial Planning, LLC | $362,164 | $622,921,875 | — | $622,921,875 |
| 31 | Moneywise Inc | $220,642 | $324,785,652 | — | $324,785,652 |
| 32 | ALPHA FINANCIAL ADVISORS, LLC | $1,423,445 | $145,191,400 | — | $145,191,400 |
| 33 | Harbour Capital Advisors, LLC | $1,891,624 | $474,797,693 | — | $474,797,693 |
| 34 | Solitude Financial Services, Inc. | $335,470 | $153,645,219 | — | $153,645,219 |
| 35 | Alpha Advisors, LLC | $419,120 | $139,147,786 | — | $139,147,786 |
| 36 | Sentinel Wealth Management, Inc. | $724,679 | $236,969,934 | — | $236,969,934 |
| 37 | Strategent Financial, LLC | $1,786,231 | $189,340,534 | — | $189,340,534 |
| 38 | Harrison & Company Wealth Management, LLC | $226,045 | $142,860,742 | — | $142,860,742 |
| 39 | Beacon Wealth Consultants, Inc. | $181,063 | $145,378,588 | $196,298 | $145,574,886 |
| 40 | Stony Point Wealth Management Inc. | $278,873 | $287,061,848 | $455,837 | $287,517,685 |
| 41 | Bernhardt Wealth Management, Inc. | $530,044 | $533,721,527 | $562,414 | $534,283,941 |
| 42 | MOS Capital, Inc | $527,869 | $161,688,202 | $1,423,422 | $163,111,624 |
| 43 | Monaco Capital Management, LLC | $194,631 | $176,766,665 | $1,710,203 | $178,476,868 |
| 44 | D'Orazio & Associates, Inc. | $690,602 | $1,137,551,451 | $1,941,397 | $1,139,492,848 |
| 45 | Tull Financial Group, Inc. | $279,074 | $226,698,940 | $2,979,356 | $229,678,296 |
| 46 | Korving & Company LLC | $259,190 | $112,637,000 | $4,517,000 | $117,154,000 |
| 47 | Precipio Wealth Management LLC | $501,502 | $226,962,462 | $5,233,059 | $232,195,521 |
| 48 | Monument Capital Management, LLC | $406,442 | $353,702,263 | $7,218,414 | $360,920,677 |
| 49 | RDL Financial, Inc. | $491,696 | $296,500,373 | $7,367,606 | $303,867,979 |
| 50 | Azzad Asset Management, Inc. | $361,021 | $1,056,128,038 | $7,439,550 | $1,063,567,588 |
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.
