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
1BEACON WEALTH CONSULTANTS, INC.$158,862$110,558,852$167,961$110,726,813
2AOG WEALTH MANAGEMENT$169,740$172,811,821$60,071,084$232,882,905
3WASHINGTON WEALTH ADVISORS, LLC$170,450$165,497,000$13,475,000$178,972,000
4HERITAGE FINANCIAL LLC$171,617$168,528,179$168,528,179
5SELECTIVE WEALTH MANAGEMENT, INC.$194,339$280,626,177$280,626,177
6HSC WEALTH ADVISORS$194,712$292,067,301$292,067,301
7OLIO FINANCIAL PLANNING$199,405$168,160,139$6,717,739$174,877,878
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
12SANCHEZ & ZURES, LLC$243,142$130,080,793$130,080,793
13TULL FINANCIAL GROUP, INC.$250,973$202,692,468$3,607,220$206,299,688
14KINLOCH CAPITAL, LLC$256,548$103,132,149$103,132,149
15PARTNERS IN FINANCIAL PLANNING, LLC$264,502$478,219,632$478,219,632
16COVENANT WEALTH ADVISORS$267,712$165,798,373$18,387,740$184,186,113
17TAYLOR FINANCIAL GROUP, INC.$272,326$241,553,544$241,553,544
18SOLITUDE FINANCIAL SERVICES, INC.$278,739$120,693,923$120,693,923
19REDE WEALTH, LLC$293,566$116,974,000$27,167,000$144,141,000
20MONUMENT WEALTH MANAGEMENT$299,785$299,647,190$12,728,561$312,375,751
21AZZAD ASSET MANAGEMENT, INC.$304,406$804,229,836$8,231,065$812,460,901
22MERIDIAN FINANCIAL PARTNERS LLC$305,100$228,824,964$228,824,964
23MAROTTA WEALTH MANAGEMENT, INC.$312,146$427,317,955$15,305,323$442,623,278
24FJY FINANCIAL$335,264$540,587,849$35,731,820$576,319,669
25BEACON HARBOR WEALTH ADVISORS$345,090$289,121,003$29,397,392$318,518,395
26BOGART WEALTH, LLC$346,811$645,727,400$301,759,902$947,487,302
27ADVISORS FINANCIAL, INC.$350,752$212,906,479$212,906,479
28BIRKS FINANCIAL CORP.$372,857$104,400,000$104,400,000
29CLEARLOGIC FINANCIAL, INC.$374,460$282,099,469$43,306,066$325,405,535
30CANAL CAPITAL MANAGEMENT, LLC$374,941$450,880,964$25,294,438$476,175,402
31INDEPENDENCE WEALTH ADVISORS INC.$380,778$147,001,809$19,398,341$166,400,150
32TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC$383,831$150,677,560$88,065,447$238,743,007
33VERUS FINANCIAL PARTNERS$388,023$777,598,000$777,598,000
34ALPHA ADVISORS, LLC$388,583$129,398,054$129,398,054
35CJM WEALTH ADVISERS, LTD.$403,707$855,624,045$34,145,316$889,769,361
36MCLEAN ASSET MANAGEMENT CORP.$406,260$789,876,863$55,550,316$845,427,179
37WILLS FINANCIAL GROUP$418,146$252,978,196$252,978,196
38COURAGE MILLER PARTNERS, LLC$420,212$252,260,424$22,138,214$274,398,638
39PRECIPIO WEALTH MANAGEMENT LLC$427,968$214,470,487$5,077,125$219,547,612
40AGILI, P.C.$478,997$760,646,620$760,646,620
41THE BURNEY COMPANY$485,636$2,055,696,158$2,055,696,158
42WOLF GROUP CAPITAL ADVISORS$491,696$296,500,373$7,367,606$303,867,979
43MOS CAPITAL, INC.$496,568$150,650,604$1,299,210$151,949,814
44DUDLEY CAPITAL MANAGEMENT LLC$508,462$116,437,806$116,437,806
45BERNHARDT WEALTH MANAGEMENT, INC.$516,592$489,742,150$503,501$490,245,651
46HOULIHAN FINANCIAL RESOURCE GROUP, LTD.$525,551$269,607,522$269,607,522
47HEMINGTON WEALTH MANAGEMENT$531,679$885,777,887$885,777,887
48A. N. CULBERTSON & COMPANY, INC.$553,578$453,656,000$9,689,000$463,345,000
49YESKE BUIE INC.$593,479$730,600,306$13,029,151$743,629,457
50HOPWOOD FINANCIAL SERVICES, INC.$604,892$384,106,188$384,106,188
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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.