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.$297,442$268,887,670$268,887,670
2Wills Financial Group, Inc.$450,895$284,063,890$284,063,890
3TONER ASSET MANAGEMENT GROUP, INC.$785,172$112,279,570$112,279,570
4Selective Wealth Management, Inc.$224,468$342,537,636$342,537,636
5Verus Financial Partners, Inc.$421,978$855,349,922$855,349,922
6Houlihan Financial Resource Group, Ltd.$540,610$283,279,780$283,279,780
7The Burney Company$536,246$2,085,998,868$2,085,998,868
8Glassman Wealth Services, LLC$787,072$1,662,297,089$1,662,297,089
9Hemington Wealth Management, LLC$586,878$755,898,708$755,898,708
10Hopwood Financial Services, Inc.$600,880$451,861,899$451,861,899
11Steigerwald, Gordon & Koch Inc.$1,505,211$790,236,000$790,236,000
12Mason & Associates, LLC$200,274$236,524,176$236,524,176
13Sanchez & Zures, LLC$269,665$140,495,477$140,495,477
14OAKMONT WEALTH ADVISORY, LLC$408,216$162,470,000$162,470,000
15Darrell & King, LLC$4,057,052$701,870,055$701,870,055
16Wealthway Financial Advisors$309,590$165,321,000$165,321,000
17Advisors Financial, Inc.$353,314$233,540,286$233,540,286
18Dudley Capital Management LLC$562,582$128,268,759$128,268,759
19Kinloch Capital, LLC$373,442$165,808,406$165,808,406
20Meridian Financial Partners LLC$320,017$284,174,801$284,174,801
21David Wealth Management, LLC$473,285$110,275,359$110,275,359
22Graves-Light Private Wealth Management, Inc.$808,095$822,641,188$822,641,188
23Pettyjohn, Wood & White, Inc.$704,133$587,246,691$587,246,691
24Montvue Capital Management, Inc.$446,662$177,771,347$177,771,347
25Agili, P.C.$510,732$884,588,280$884,588,280
26Millennium Advisory Services, Inc.$223,053$427,815,500$427,815,500
27Westbourne Investments, Inc.$388,856$189,373,098$189,373,098
28Acima Private Wealth LLC$4,677,754$252,598,698$252,598,698
29YHB Wealth Advisors, LLC$471,312$101,803,457$101,803,457
30Partners In Financial Planning, LLC$362,164$622,921,875$622,921,875
31Moneywise Inc$220,642$324,785,652$324,785,652
32ALPHA FINANCIAL ADVISORS, LLC$1,423,445$145,191,400$145,191,400
33Harbour Capital Advisors, LLC$1,891,624$474,797,693$474,797,693
34Solitude Financial Services, Inc.$335,470$153,645,219$153,645,219
35Alpha Advisors, LLC$419,120$139,147,786$139,147,786
36Sentinel Wealth Management, Inc.$724,679$236,969,934$236,969,934
37Strategent Financial, LLC$1,786,231$189,340,534$189,340,534
38Harrison & Company Wealth Management, LLC$226,045$142,860,742$142,860,742
39Beacon Wealth Consultants, Inc.$181,063$145,378,588$196,298$145,574,886
40Stony Point Wealth Management Inc.$278,873$287,061,848$455,837$287,517,685
41Bernhardt Wealth Management, Inc.$530,044$533,721,527$562,414$534,283,941
42MOS Capital, Inc$527,869$161,688,202$1,423,422$163,111,624
43Monaco Capital Management, LLC$194,631$176,766,665$1,710,203$178,476,868
44D'Orazio & Associates, Inc.$690,602$1,137,551,451$1,941,397$1,139,492,848
45Tull Financial Group, Inc.$279,074$226,698,940$2,979,356$229,678,296
46Korving & Company LLC$259,190$112,637,000$4,517,000$117,154,000
47Precipio Wealth Management LLC$501,502$226,962,462$5,233,059$232,195,521
48Monument Capital Management, LLC$406,442$353,702,263$7,218,414$360,920,677
49RDL Financial, Inc.$491,696$296,500,373$7,367,606$303,867,979
50Azzad Asset Management, Inc.$361,021$1,056,128,038$7,439,550$1,063,567,588
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Showing 1 to 50 of 95 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 Carline Murphy.

*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.