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 | PRESTON WEALTH ADVISORS, LLC. | $57,168 | $129,757,512 | $15,907,224 | $145,664,736 |
| 2 | MONACO CAPITAL MANAGEMENT, LLC | $146,179 | $119,135,957 | — | $119,135,957 |
| 3 | BEACON WEALTH CONSULTANTS, INC. | $158,862 | $110,558,852 | $167,961 | $110,726,813 |
| 4 | AOG WEALTH MANAGEMENT | $169,740 | $172,811,821 | $60,071,084 | $232,882,905 |
| 5 | WASHINGTON WEALTH ADVISORS, LLC | $170,450 | $165,497,000 | $13,475,000 | $178,972,000 |
| 6 | HERITAGE FINANCIAL LLC | $171,617 | — | $168,528,179 | $168,528,179 |
| 7 | SELECTIVE WEALTH MANAGEMENT, INC. | $194,339 | $280,626,177 | — | $280,626,177 |
| 8 | HSC WEALTH ADVISORS | $194,712 | $292,067,301 | — | $292,067,301 |
| 9 | MILLENNIUM ADVISORY SERVICES, INC. | $196,547 | $320,568,671 | — | $320,568,671 |
| 10 | OLIO FINANCIAL PLANNING | $199,405 | $168,160,139 | $6,717,739 | $174,877,878 |
| 11 | BROWN | MILLER WEALTH MANAGEMENT, LLC | $202,121 | $335,738,703 | $388,967 | $336,127,670 |
| 12 | HCO PRIVATE WEALTH | $207,595 | $121,027,983 | — | $121,027,983 |
| 13 | STONY POINT WEALTH MANAGEMENT INC. | $235,855 | $246,589,301 | $8,605,901 | $255,195,202 |
| 14 | PROFESSIONAL FINANCIAL SOLUTIONS, LLC | $241,317 | $164,130,797 | $11,306,543 | $175,437,340 |
| 15 | SANCHEZ & ZURES, LLC | $243,142 | $130,080,793 | — | $130,080,793 |
| 16 | TULL FINANCIAL GROUP, INC. | $250,973 | $202,692,468 | $3,607,220 | $206,299,688 |
| 17 | KINLOCH CAPITAL, LLC | $256,548 | $103,132,149 | — | $103,132,149 |
| 18 | PARTNERS IN FINANCIAL PLANNING, LLC | $264,502 | $478,219,632 | — | $478,219,632 |
| 19 | COVENANT WEALTH ADVISORS | $267,712 | $165,798,373 | $18,387,740 | $184,186,113 |
| 20 | WEALTHWAY FINANCIAL ADVISORS | $269,615 | $148,288,000 | — | $148,288,000 |
| 21 | TAYLOR FINANCIAL GROUP, INC. | $272,326 | $241,553,544 | — | $241,553,544 |
| 22 | SOLITUDE FINANCIAL SERVICES, INC. | $278,739 | $120,693,923 | — | $120,693,923 |
| 23 | OMEGA WEALTH MANAGEMENT LLC | $280,033 | $22,942,561 | $118,473,951 | $141,416,512 |
| 24 | REDE WEALTH, LLC | $293,566 | $116,974,000 | $27,167,000 | $144,141,000 |
| 25 | MONUMENT WEALTH MANAGEMENT | $299,785 | $299,647,190 | $12,728,561 | $312,375,751 |
| 26 | AZZAD ASSET MANAGEMENT, INC. | $304,406 | $804,229,836 | $8,231,065 | $812,460,901 |
| 27 | MERIDIAN FINANCIAL PARTNERS LLC | $305,100 | $228,824,964 | — | $228,824,964 |
| 28 | MAROTTA WEALTH MANAGEMENT, INC. | $312,146 | $427,317,955 | $15,305,323 | $442,623,278 |
| 29 | FJY FINANCIAL | $335,264 | $540,587,849 | $35,731,820 | $576,319,669 |
| 30 | BEACON HARBOR WEALTH ADVISORS | $345,090 | $289,121,003 | $29,397,392 | $318,518,395 |
| 31 | BOGART WEALTH, LLC | $346,811 | $645,727,400 | $301,759,902 | $947,487,302 |
| 32 | ADVISORS FINANCIAL, INC. | $350,752 | $212,906,479 | — | $212,906,479 |
| 33 | BIRKS FINANCIAL CORP. | $372,857 | — | $104,400,000 | $104,400,000 |
| 34 | CLEARLOGIC FINANCIAL, INC. | $374,460 | $282,099,469 | $43,306,066 | $325,405,535 |
| 35 | CANAL CAPITAL MANAGEMENT, LLC | $374,941 | $450,880,964 | $25,294,438 | $476,175,402 |
| 36 | INDEPENDENCE WEALTH ADVISORS INC. | $380,778 | $147,001,809 | $19,398,341 | $166,400,150 |
| 37 | TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC | $383,831 | $150,677,560 | $88,065,447 | $238,743,007 |
| 38 | VERUS FINANCIAL PARTNERS | $388,023 | $777,598,000 | — | $777,598,000 |
| 39 | ALPHA ADVISORS, LLC | $388,583 | $129,398,054 | — | $129,398,054 |
| 40 | CJM WEALTH ADVISERS, LTD. | $403,707 | $855,624,045 | $34,145,316 | $889,769,361 |
| 41 | MCLEAN ASSET MANAGEMENT CORP. | $406,260 | $789,876,863 | $55,550,316 | $845,427,179 |
| 42 | OAKMONT WEALTH ADVISORY, LLC | $408,216 | $162,470,000 | — | $162,470,000 |
| 43 | WILLS FINANCIAL GROUP | $418,146 | $252,978,196 | — | $252,978,196 |
| 44 | COURAGE MILLER PARTNERS, LLC | $420,212 | $252,260,424 | $22,138,214 | $274,398,638 |
| 45 | PRECIPIO WEALTH MANAGEMENT LLC | $427,968 | $214,470,487 | $5,077,125 | $219,547,612 |
| 46 | AGILI, P.C. | $478,997 | $760,646,620 | — | $760,646,620 |
| 47 | THE BURNEY COMPANY | $485,636 | $2,055,696,158 | — | $2,055,696,158 |
| 48 | WOLF GROUP CAPITAL ADVISORS | $491,696 | $296,500,373 | $7,367,606 | $303,867,979 |
| 49 | MOS CAPITAL, INC. | $496,568 | $150,650,604 | $1,299,210 | $151,949,814 |
| 50 | DUDLEY CAPITAL MANAGEMENT LLC | $508,462 | $116,437,806 | — | $116,437,806 |
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.
