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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

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
2Selective Wealth Management, Inc.$153,067$159,348,808$11,780,404$171,129,212
3Aog Wealth Management$169,740$172,811,821$60,071,084$232,882,905
4Washington Wealth Advisors, Llc$170,450$165,497,000$13,475,000$178,972,000
5Heritage Financial Llc$171,617$168,528,179$168,528,179
6Hsc Wealth Advisors$194,712$292,067,301$292,067,301
7Millennium Advisory Services, Inc.$196,547$320,568,671$320,568,671
8Brown | Miller Wealth Management, Llc$202,121$335,738,703$388,967$336,127,670
9Hco Private Wealth$207,595$121,027,983$121,027,983
10Stony Point Wealth Management Inc.$235,855$246,589,301$8,605,901$255,195,202
11Professional Financial Solutions, Llc$241,317$164,130,797$11,306,543$175,437,340
12Wealthcare Capital Management Llc$243,572$1,698,991,598$39,136,027$1,738,127,625
13Wealthcare Capital Management Llc$243,572$1,698,991,598$39,136,027$1,738,127,625
14Tull Financial Group, Inc.$250,973$202,692,468$3,607,220$206,299,688
15Covenant Wealth Advisors$267,712$165,798,373$18,387,740$184,186,113
16Wealthway Financial Advisors$269,615$148,288,000$148,288,000
17Taylor Financial Group, Inc.$272,326$241,553,544$241,553,544
18Omega Wealth Management Llc$280,033$22,942,561$118,473,951$141,416,512
19Solitude Financial Services, Inc.$286,267$120,518,512$120,518,512
20Rede Wealth, Llc$293,566$116,974,000$27,167,000$144,141,000
22Monument Wealth Management$299,785$299,647,190$12,728,561$312,375,751
23Azzad Asset Management, Inc.$304,406$804,229,836$8,231,065$812,460,901
24Meridian Financial Partners Llc$305,100$228,824,964$228,824,964
25Marotta Wealth Management, Inc.$312,146$427,317,955$15,305,323$442,623,278
26Fjy Financial$335,265$540,587,849$35,731,820$576,319,669
27Beacon Harbor Wealth Advisors$345,090$289,121,003$29,397,392$318,518,395
28Advisors Financial, Inc.$350,752$212,906,479$212,906,479
29Advisors Financial, Inc.$350,752$212,906,479$212,906,479
30Cary Street Partners$366,266$540,327,629$1,400,513,719$1,940,841,348
31Birks Financial Corp.$372,857$104,400,000$104,400,000
32Toth Financial Advisory Corp$380,641$614,787,602$19,360,771$634,148,373
33Independence Wealth Advisors Inc.$380,778$147,001,809$19,398,341$166,400,150
34Verus Financial Partners$388,023$777,598,000$777,598,000
35Alpha Advisors, Llc$388,583$129,398,054$129,398,054
36Clearlogic Financial, Inc.$391,768$336,888,294$3,165,911$340,054,205
37Cjm Wealth Advisers, Ltd.$403,707$855,624,045$34,145,316$889,769,361
38Oakmont Wealth Advisory, Llc$408,216$162,470,000$162,470,000
39Wills Financial Group$418,146$252,978,196$252,978,196
40Precipio Wealth Management Llc$427,968$214,470,487$5,077,125$219,547,612
41Agili, P.C.$478,997$760,646,620$760,646,620
42Wolf Group Capital Advisors$480,373$278,892,848$7,409,335$286,302,183
43The Burney Company$485,636$2,055,696,158$2,055,696,158
44Mos Capital, Inc.$496,568$150,650,604$1,299,210$151,949,814
45Dudley Capital Management Llc$508,462$116,437,806$116,437,806
46Bernhardt Wealth Management, Inc.$516,592$489,742,150$503,501$490,245,651
47Houlihan Financial Resource Group, Ltd.$525,551$269,607,522$269,607,522
48Hemington Wealth Management$531,679$885,777,887$885,777,887
49A. N. Culbertson & Company, Inc.$553,578$453,656,000$9,689,000$463,345,000
50Yeske Buie Inc.$593,479$730,600,306$13,029,151$743,629,457
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Showing 1 to 50 of 93 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.