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 | WASHINGTON WEALTH ADVISORS, LLC | $170,728 | $226,691,105 | $22,059,457 | $248,750,562 |
| 2 | BEACON WEALTH CONSULTANTS, INC. | $176,835 | $172,590,500 | — | $172,590,500 |
| 3 | HERITAGE FINANCIAL LLC | $200,082 | $209,627,579 | $30,670,900 | $240,298,479 |
| 4 | MONACO CAPITAL MANAGEMENT, LLC | $201,225 | $203,709,201 | $1,138,199 | $204,847,400 |
| 5 | SELECTIVE WEALTH MANAGEMENT, INC. | $210,811 | $406,714,067 | $1,838,522 | $408,552,589 |
| 6 | KORVING & COMPANY LLC | $227,507 | $134,491,897 | $4,742,136 | $139,234,033 |
| 7 | MASON & ASSOCIATES, LLC | $230,905 | $306,873,063 | — | $306,873,063 |
| 8 | HSC WEALTH ADVISORS | $233,632 | $356,522,643 | — | $356,522,643 |
| 9 | JOSS BROWN WEALTH ADVISORS, LLC | $235,115 | $92,850,154 | $11,775,956 | $104,626,110 |
| 10 | AOG WEALTH MANAGEMENT | $262,489 | $267,313,772 | $3,050,184 | $270,363,956 |
| 11 | OLIO FINANCIAL PLANNING | $271,389 | $279,052,766 | $18,389,420 | $297,442,186 |
| 12 | HCO PRIVATE WEALTH | $278,522 | $165,720,756 | — | $165,720,756 |
| 13 | EVOADVISERS | $279,194 | $184,826,380 | — | $184,826,380 |
| 14 | TULL FINANCIAL GROUP, INC. | $288,871 | $262,391,506 | $4,813,940 | $267,205,446 |
| 15 | HERITAGE WEALTH MANAGEMENT GROUP, LTD | $302,081 | $138,573,135 | $21,529,839 | $160,102,974 |
| 16 | SANCHEZ & ZURES, LLC | $302,561 | $165,198,502 | — | $165,198,502 |
| 17 | PRESTON WEALTH ADVISORS, LLC. | $305,728 | $215,450,717 | $15,679,637 | $231,130,354 |
| 18 | PROFESSIONAL FINANCIAL SOLUTIONS, LLC | $313,174 | $225,596,486 | $23,689,790 | $249,286,276 |
| 19 | BROWN | MILLER WEALTH MANAGEMENT, LLC | $316,975 | $575,711,694 | $36,049,819 | $611,761,513 |
| 20 | MAROTTA WEALTH MANAGEMENT, INC. | $330,193 | $550,852,298 | $18,731,278 | $569,583,576 |
| 21 | TAYLOR FINANCIAL GROUP, INC. | $333,461 | $316,787,879 | — | $316,787,879 |
| 22 | STONY POINT WEALTH MANAGEMENT INC. | $346,572 | $380,536,016 | — | $380,536,016 |
| 23 | OMEGA WEALTH MANAGEMENT LLC | $351,938 | $58,459,151 | $140,385,642 | $198,844,793 |
| 24 | MERIDIAN FINANCIAL PARTNERS LLC | $352,569 | $358,914,757 | — | $358,914,757 |
| 25 | ADVISORS FINANCIAL, INC. | $357,714 | $257,196,040 | — | $257,196,040 |
| 26 | WEALTHWAY FINANCIAL ADVISORS | $372,065 | $205,380,000 | — | $205,380,000 |
| 27 | BOGART WEALTH, LLC | $372,651 | $1,364,074,431 | $561,038,565 | $1,925,112,996 |
| 28 | SOLITUDE FINANCIAL SERVICES, INC. | $372,780 | $190,580,367 | $283,237 | $190,863,604 |
| 29 | COVENANT WEALTH ADVISORS | $381,080 | $272,728,556 | $14,986,865 | $287,715,421 |
| 30 | FJY FINANCIAL | $386,682 | $711,695,915 | $45,427,399 | $757,123,314 |
| 31 | PARTNERS IN FINANCIAL PLANNING, LLC | $387,414 | $678,362,660 | — | $678,362,660 |
| 32 | BEACON HARBOR WEALTH ADVISORS | $387,953 | $405,410,468 | — | $405,410,468 |
| 33 | WESTBOURNE INVESTMENTS, INC. | $394,599 | $211,505,231 | — | $211,505,231 |
| 34 | KINLOCH CAPITAL, LLC | $411,176 | $202,298,364 | — | $202,298,364 |
| 35 | TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC | $424,113 | $238,477,730 | $86,393,087 | $324,870,817 |
| 36 | VERUS FINANCIAL PARTNERS | $437,688 | $983,047,963 | — | $983,047,963 |
| 37 | YHB WEALTH ADVISORS, LLC | $444,272 | $102,626,884 | — | $102,626,884 |
| 38 | CLEARLOGIC FINANCIAL, INC. | $452,287 | $364,244,717 | $47,788,963 | $412,033,680 |
| 39 | INDEPENDENCE WEALTH ADVISORS INC. | $454,400 | $184,206,912 | $16,637,863 | $200,844,775 |
| 40 | DAVID WEALTH MANAGEMENT, LLC | $456,209 | $130,019,674 | — | $130,019,674 |
| 41 | ALPHA ADVISORS, LLC | $471,013 | $157,789,370 | — | $157,789,370 |
| 42 | MONTVUE CAPITAL MANAGEMENT, INC. | $481,236 | $196,599,735 | $5,519,582 | $202,119,317 |
| 43 | CJM WEALTH ADVISERS, LTD. | $485,051 | $1,069,164,263 | $61,003,551 | $1,130,167,814 |
| 44 | MONUMENT WEALTH MANAGEMENT | $495,205 | $407,676,199 | $17,209,938 | $424,886,137 |
| 45 | COURAGE MILLER PARTNERS, LLC | $507,152 | $375,034,239 | $42,351,496 | $417,385,735 |
| 46 | WILLS FINANCIAL GROUP | $517,509 | $345,178,384 | — | $345,178,384 |
| 47 | BIRKS FINANCIAL CORP. | $523,770 | — | $177,558,000 | $177,558,000 |
| 48 | REDE WEALTH, LLC | $525,587 | $179,396,000 | $66,578,700 | $245,974,700 |
| 49 | STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS | $535,159 | $969,172,113 | — | $969,172,113 |
| 50 | AGILI, P.C. | $549,195 | $1,065,388,598 | $1,148,790 | $1,066,537,388 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
