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
1Washington Wealth Advisors, LLC$180,004$25,020,598$184,144,402$209,165,000
2Beacon Wealth Consultants, Inc.$181,063$145,378,588$196,298$145,574,886
3Heritage Financial LLC$181,582$175,885,705$23,672,982$199,558,687
4Monaco Capital Management, LLC$194,631$176,766,665$1,710,203$178,476,868
5Mason & Associates, LLC$200,274$236,524,176$236,524,176
6Alpha Omega Group, Inc.$210,278$225,111,175$36,685,100$261,796,275
7Moneywise Inc$220,642$324,785,652$324,785,652
8Millennium Advisory Services, Inc.$223,053$427,815,500$427,815,500
9Selective Wealth Management, Inc.$224,468$342,537,636$342,537,636
10Harrison & Company Wealth Management, LLC$226,045$142,860,742$142,860,742
11Olio Financial Planning, LLC$233,988$209,353,339$10,595,769$219,949,108
12Professional Financial Solutions, LLC$246,874$179,788,262$12,526,501$192,314,763
13Preston Wealth Advisors, LLC.$248,397$196,088,400$13,558,867$209,647,267
14Korving & Company LLC$259,190$112,637,000$4,517,000$117,154,000
15Brown | Miller Wealth Management, LLC$260,978$466,970,015$27,584,104$494,554,119
16Heritage Wealth Management Group, Ltd$264,875$115,634,711$21,835,200$137,469,911
17Sanchez & Zures, LLC$269,665$140,495,477$140,495,477
18Stony Point Wealth Management Inc.$278,873$287,061,848$455,837$287,517,685
19Tull Financial Group, Inc.$279,074$226,698,940$2,979,356$229,678,296
20Omega Wealth Management LLC$293,135$19,777,573$143,498,599$163,276,172
21Taylor Financial Group, Inc.$297,442$268,887,670$268,887,670
22Fonville Wealth Management LLC$306,603$209,233,854$19,798,960$229,032,814
23Wealthway Financial Advisors$309,590$165,321,000$165,321,000
24Marotta Asset Management, Inc.$311,336$456,038,756$14,701,091$470,739,847
25Meridian Financial Partners LLC$320,017$284,174,801$284,174,801
26Solitude Financial Services, Inc.$335,470$153,645,219$153,645,219
27Beacon Harbor Wealth Advisors, Inc.$337,439$341,457,423$16,227,819$357,685,242
28Bogart Wealth, LLC$351,211$1,058,890,760$252,882,707$1,311,773,467
29FJY Financial, LLC$353,168$606,904,894$40,805,772$647,710,666
30Advisors Financial, Inc.$353,314$233,540,286$233,540,286
31Azzad Asset Management, Inc.$361,021$1,056,128,038$7,439,550$1,063,567,588
32Partners In Financial Planning, LLC$362,164$622,921,875$622,921,875
33Kinloch Capital, LLC$373,442$165,808,406$165,808,406
34Taylor Hoffman Wealth Management, LLC$386,235$186,178,999$91,910,291$278,089,290
35Westbourne Investments, Inc.$388,856$189,373,098$189,373,098
36MCLEAN ASSET MANAGEMENT CORP.$406,260$789,876,863$55,550,316$845,427,179
37Monument Capital Management, LLC$406,442$353,702,263$7,218,414$360,920,677
38OAKMONT WEALTH ADVISORY, LLC$408,216$162,470,000$162,470,000
39Clearlogic Financial, Inc.$416,911$328,044,142$48,843,613$376,887,755
40Independence Wealth Advisors Inc.$417,515$166,150,066$15,051,522$181,201,588
41Alpha Advisors, LLC$419,120$139,147,786$139,147,786
42Verus Financial Partners, Inc.$421,978$855,349,922$855,349,922
43Montvue Capital Management, Inc.$446,662$177,771,347$177,771,347
44Wills Financial Group, Inc.$450,895$284,063,890$284,063,890
45Canal Capital Management, LLC$453,646$591,097,312$37,656,577$628,753,889
46YHB Wealth Advisors, LLC$471,312$101,803,457$101,803,457
47David Wealth Management, LLC$473,285$110,275,359$110,275,359
48Courage Miller Partners, LLC$488,139$311,718,882$35,347,635$347,066,517
49RDL Financial, Inc.$491,696$296,500,373$7,367,606$303,867,979
50Birks Financial Corp.$494,444$142,400,000$142,400,000
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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.