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