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