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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1TAYLOR FINANCIAL GROUP, INC.$272,326$241,553,544$241,553,544
2WILLS FINANCIAL GROUP$418,146$252,978,196$252,978,196
3TONER ASSET MANAGEMENT GROUP, INC.$785,172$112,279,570$112,279,570
4SELECTIVE WEALTH MANAGEMENT, INC.$194,339$280,626,177$280,626,177
5VERUS FINANCIAL PARTNERS$388,023$777,598,000$777,598,000
6HOULIHAN FINANCIAL RESOURCE GROUP, LTD.$525,551$269,607,522$269,607,522
7THE BURNEY COMPANY$485,636$2,055,696,158$2,055,696,158
8GLASSMAN WEALTH SERVICES, LLC$763,903$1,454,471,398$1,454,471,398
9HEMINGTON WEALTH MANAGEMENT$531,679$885,777,887$885,777,887
10HOPWOOD FINANCIAL SERVICES, INC.$604,892$384,106,188$384,106,188
11STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS$1,511,688$724,098,687$724,098,687
12SANCHEZ & ZURES, LLC$243,142$130,080,793$130,080,793
13OAKMONT WEALTH ADVISORY, LLC$408,216$162,470,000$162,470,000
14DARRELL & KING, LLC$3,548,787$635,232,804$635,232,804
15MONACO CAPITAL MANAGEMENT, LLC$146,179$119,135,957$119,135,957
16WEALTHWAY FINANCIAL ADVISORS$269,615$148,288,000$148,288,000
17ADVISORS FINANCIAL, INC.$350,752$212,906,479$212,906,479
18DUDLEY CAPITAL MANAGEMENT LLC$508,462$116,437,806$116,437,806
19KINLOCH CAPITAL, LLC$256,548$103,132,149$103,132,149
20MERIDIAN FINANCIAL PARTNERS LLC$305,100$228,824,964$228,824,964
21GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC.$775,915$744,102,313$744,102,313
22PETTYJOHN, WOOD & WHITE, INC.$682,852$547,647,427$547,647,427
23MONTVUE CAPITAL MANAGEMENT, INC.$1,007,579$157,182,268$157,182,268
24AGILI, P.C.$478,997$760,646,620$760,646,620
25MILLENNIUM ADVISORY SERVICES, INC.$196,547$320,568,671$320,568,671
26WESTBOURNE INVESTMENTS, INC.$804,992$173,073,228$173,073,228
27ACIMA PRIVATE WEALTH LLC$2,848,370$210,779,368$210,779,368
28PARTNERS IN FINANCIAL PLANNING, LLC$264,502$478,219,632$478,219,632
29HSC WEALTH ADVISORS$194,712$292,067,301$292,067,301
30ALPHA FINANCIAL ADVISORS, LLC$1,423,445$145,191,400$145,191,400
31HARBOUR CAPITAL ADVISORS, LLC$1,438,520$407,101,244$407,101,244
32SOLITUDE FINANCIAL SERVICES, INC.$278,739$120,693,923$120,693,923
33ALPHA ADVISORS, LLC$388,583$129,398,054$129,398,054
34SENTINEL WEALTH MANAGEMENT, INC.$667,684$224,341,706$224,341,706
35STRATEGENT FINANCIAL, LLC$1,672,555$163,910,370$163,910,370
36HCO PRIVATE WEALTH$207,595$121,027,983$121,027,983
37BEACON WEALTH CONSULTANTS, INC.$158,862$110,558,852$167,961$110,726,813
38BROWN | MILLER WEALTH MANAGEMENT, LLC$202,121$335,738,703$388,967$336,127,670
39BERNHARDT WEALTH MANAGEMENT, INC.$516,592$489,742,150$503,501$490,245,651
40MOS CAPITAL, INC.$496,568$150,650,604$1,299,210$151,949,814
41D'ORAZIO & ASSOCIATES, INC.$608,750$1,032,893,421$1,373,210$1,034,266,631
42TULL FINANCIAL GROUP, INC.$250,973$202,692,468$3,607,220$206,299,688
43PRECIPIO WEALTH MANAGEMENT LLC$427,968$214,470,487$5,077,125$219,547,612
44OLIO FINANCIAL PLANNING$199,405$168,160,139$6,717,739$174,877,878
45WOLF GROUP CAPITAL ADVISORS$491,696$296,500,373$7,367,606$303,867,979
46AZZAD ASSET MANAGEMENT, INC.$304,406$804,229,836$8,231,065$812,460,901
47STONY POINT WEALTH MANAGEMENT INC.$235,855$246,589,301$8,605,901$255,195,202
48GODSEY & GIBB WEALTH MANAGEMENT$697,940$1,038,581,197$9,026,541$1,047,607,738
49PINENO LEVIN & FORD ASSET MANAGEMENT, INC.$862,009$354,163,582$9,604,333$363,767,915
50A. N. CULBERTSON & COMPANY, INC.$553,578$453,656,000$9,689,000$463,345,000
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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 Sabrina Straub.

*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.