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
1Taylor Financial Group, Inc.$297,442$268,887,670$268,887,670
2Wills Financial Group, Inc.$450,895$284,063,890$284,063,890
3TONER ASSET MANAGEMENT GROUP, INC.$785,172$112,279,570$112,279,570
4Selective Wealth Management, Inc.$224,468$342,537,636$342,537,636
5Verus Financial Partners, Inc.$421,978$855,349,922$855,349,922
6Houlihan Financial Resource Group, Ltd.$540,610$283,279,780$283,279,780
7The Burney Company$536,246$2,085,998,868$2,085,998,868
8Glassman Wealth Services, LLC$787,072$1,662,297,089$1,662,297,089
9Hemington Wealth Management, LLC$586,878$755,898,708$755,898,708
10Hopwood Financial Services, Inc.$600,880$451,861,899$451,861,899
11Steigerwald, Gordon & Koch Inc.$1,505,211$790,236,000$790,236,000
12Sanchez & Zures, LLC$269,665$140,495,477$140,495,477
13Wealthway Financial Advisors$309,590$165,321,000$165,321,000
14Advisors Financial, Inc.$353,314$233,540,286$233,540,286
15Dudley Capital Management LLC$562,582$128,268,759$128,268,759
16Kinloch Capital, LLC$373,442$165,808,406$165,808,406
17Meridian Financial Partners LLC$320,017$284,174,801$284,174,801
18David Wealth Management, LLC$473,285$110,275,359$110,275,359
19Graves-Light Private Wealth Management, Inc.$808,095$822,641,188$822,641,188
20Pettyjohn, Wood & White, Inc.$704,133$587,246,691$587,246,691
21Montvue Capital Management, Inc.$446,662$177,771,347$177,771,347
22Agili, P.C.$510,732$884,588,280$884,588,280
23Westbourne Investments, Inc.$388,856$189,373,098$189,373,098
24Acima Private Wealth LLC$4,677,754$252,598,698$252,598,698
25YHB Wealth Advisors, LLC$471,312$101,803,457$101,803,457
26Moneywise Inc$220,642$324,785,652$324,785,652
27ALPHA FINANCIAL ADVISORS, LLC$1,423,445$145,191,400$145,191,400
28Harbour Capital Advisors, LLC$1,891,624$474,797,693$474,797,693
29Solitude Financial Services, Inc.$335,470$153,645,219$153,645,219
30Alpha Advisors, LLC$419,120$139,147,786$139,147,786
31Sentinel Wealth Management, Inc.$724,679$236,969,934$236,969,934
32Strategent Financial, LLC$1,786,231$189,340,534$189,340,534
33Harrison & Company Wealth Management, LLC$226,045$142,860,742$142,860,742
34Stony Point Wealth Management Inc.$278,873$287,061,848$455,837$287,517,685
35Bernhardt Wealth Management, Inc.$530,044$533,721,527$562,414$534,283,941
36MOS Capital, Inc$527,869$161,688,202$1,423,422$163,111,624
37Monaco Capital Management, LLC$194,631$176,766,665$1,710,203$178,476,868
38D'Orazio & Associates, Inc.$690,602$1,137,551,451$1,941,397$1,139,492,848
39Tull Financial Group, Inc.$279,074$226,698,940$2,979,356$229,678,296
40Korving & Company LLC$259,190$112,637,000$4,517,000$117,154,000
41Precipio Wealth Management LLC$501,502$226,962,462$5,233,059$232,195,521
42Monument Capital Management, LLC$406,442$353,702,263$7,218,414$360,920,677
43RDL Financial, Inc.$491,696$296,500,373$7,367,606$303,867,979
44Azzad Asset Management, Inc.$361,021$1,056,128,038$7,439,550$1,063,567,588
45Godsey & Gibb Inc$705,243$1,065,037,635$8,341,962$1,073,379,597
46A. N. Culbertson & Company, Inc.$605,482$485,997,000$9,893,000$495,890,000
47Olio Financial Planning, LLC$233,988$209,353,339$10,595,769$219,949,108
48Pineno Levin & Ford Asset Management, Inc.$909,351$360,306,867$10,708,425$371,015,292
49Yeske Buie Inc.$562,389$711,352,340$10,754,636$722,106,976
50Professional Financial Solutions, LLC$246,874$179,788,262$12,526,501$192,314,763
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Showing 1 to 50 of 88 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.