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
1Preston Wealth Advisors$21,843$100,717,900$13,651,300$114,369,200
2Olio Financial Planning$137,955$127,700,370$5,840,061$133,540,431
3Selective Wealth Management LLC$140,103$136,740,971$136,740,971
4Harrison & Company Wealth Management, LLC$157,285$105,538,347$105,538,347
5Washington Wealth Advisors, LLC$161,214$142,546,000$7,867,000$150,413,000
6Millennium Advisory Services, Inc.$162,622$237,753,630$237,753,630
7HSC Wealth Advisors$172,484$245,100,000$245,100,000
8Stony Point Wealth Management Inc.$201,696$226,968,865$11,032,428$238,001,293
9Professional Financial Solutions, LLC$201,825$130,227,577$9,839,036$140,066,613
10Katz Family Financial Advisors, LLC$203,556$140,453,684$140,453,684
11Sanchez & Zures, LLC$208,542$118,243,359$118,243,359
12Wealthcare Capital Management LLC$209,481$1,238,276,613$25,731,983$1,264,008,596
13Wealthway Financial Advisors$219,360$118,235,000$118,235,000
14Tull Financial Group, Inc.$224,967$180,462,258$3,110,714$183,572,972
15Taylor Financial Group, Inc.$229,000$201,978,419$201,978,419
16Evolution Advisers, Inc.$260,134$110,410,769$38,646,139$149,056,908
17Partners In Financial Planning$275,203$479,679,459$479,679,459
18Meridian Financial Partners LLC$284,290$182,514,175$182,514,175
19Cary Street Partners$286,123$455,418,160$1,162,320,164$1,617,738,324
20Azzad Asset Management, Inc.$287,381$600,279,297$7,244,489$607,523,786
21Rembert Pendleton Jackson$288,009$67,042,002$1,211,142,884$1,278,184,886
22Marotta Wealth Management, Inc.$288,056$351,256,178$14,286,629$365,542,807
23Rede Wealth, LLC$289,260$100,134,000$39,000,000$139,134,000
24Courage Miller Partners$306,221$214,767,851$27,453,248$242,221,099
25Independence Wealth Advisors Inc.$311,505$126,948,421$17,589,732$144,538,153
26Advisors Financial, Inc.$314,190$187,885,731$187,885,731
27PBMares Wealth Management$318,453$534,009,297$4,494,748$538,504,045
28ALPha Advisors, LLC$322,870$109,130,217$109,130,217
29Canal Capital Management$323,666$361,004,314$28,366,341$389,370,655
30Verus Financial Partners$325,099$656,050,742$656,050,742
31Motley Fool Wealth Management, LLC$331,029$1,509,494,032$1,509,494,032
32Toth Financial Advisory Corp$342,664$541,752,147$541,752,147
33FJY Financial$346,142$446,393,718$46,859,009$493,252,727
34CJM Wealth Advisers, Ltd..$346,659$692,383,119$26,240,684$718,623,803
35Precipio Wealth Management$348,731$178,694,615$4,737,818$183,432,433
36Wills Financial Group$353,430$206,403,391$206,403,391
37The Burney Company$389,195$1,684,823,900$1,684,823,900
38ClearLogic Financial$392,079$307,612,424$954,098$308,566,522
39JoycePayne Partners, P.C.$411,115$649,562,422$649,562,422
40Capital Fiduciary Advisors, LLC$411,257$130,899,603$16,330,511$147,230,114
41ALPha Financial Advisors, LLC$411,519$135,389,730$135,389,730
42McLean Asset Management Corp.$414,997$660,405,052$83,270,140$743,675,192
43Dudley Capital Management LLC$431,598$104,878,272$104,878,272
44MTX Wealth Management$441,445$427,760,182$427,760,182
45Bernhardt Wealth Management, Inc.$450,241$398,528,795$385,117$398,913,912
46ALPha Omega Investment Advisors$452,520$356,715,183$59,602,942$416,318,125
47MOS Capital, Inc.$455,341$137,968,425$137,968,425
48Hemington Wealth Management$459,052$706,481,576$706,481,576
49A. N. Culbertson & Company, Inc.$459,953$383,496,000$8,384,000$391,880,000
50Houlihan Financial Resource Group, Ltd..$481,200$250,705,326$250,705,326
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Showing 1 to 50 of 90 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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.

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