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