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 |
|---|---|---|---|---|---|
| 51 | MERIDIAN FINANCIAL PARTNERS LLC | $352,569 | $358,914,757 | — | $358,914,757 |
| 52 | STONY POINT WEALTH MANAGEMENT INC. | $346,572 | $380,536,016 | — | $380,536,016 |
| 53 | BEACON HARBOR WEALTH ADVISORS | $387,953 | $405,410,468 | — | $405,410,468 |
| 54 | SELECTIVE WEALTH MANAGEMENT, INC. | $210,811 | $406,714,067 | $1,838,522 | $408,552,589 |
| 55 | WOLF GROUP CAPITAL ADVISORS | $598,294 | $400,368,797 | $8,266,304 | $408,635,101 |
| 56 | CLEARLOGIC FINANCIAL, INC. | $452,287 | $364,244,717 | $47,788,963 | $412,033,680 |
| 57 | COURAGE MILLER PARTNERS, LLC | $507,152 | $375,034,239 | $42,351,496 | $417,385,735 |
| 58 | MONUMENT WEALTH MANAGEMENT | $495,205 | $407,676,199 | $17,209,938 | $424,886,137 |
| 59 | REDMOND ASSET MANAGEMENT, LLC | $1,104,857 | $399,570,118 | $30,219,256 | $429,789,374 |
| 60 | HOPWOOD FINANCIAL SERVICES, INC. | $552,770 | $531,765,109 | — | $531,765,109 |
| 61 | MAROTTA WEALTH MANAGEMENT, INC. | $330,193 | $550,852,298 | $18,731,278 | $569,583,576 |
| 62 | HARBOUR CAPITAL ADVISORS, LLC | $2,064,805 | $578,145,484 | — | $578,145,484 |
| 63 | COMPTON WEALTH ADVISORY GROUP, LLC | $1,367,020 | $449,613,738 | $128,635,668 | $578,249,406 |
| 64 | BROWN | MILLER WEALTH MANAGEMENT, LLC | $316,975 | $575,711,694 | $36,049,819 | $611,761,513 |
| 65 | A. N. CULBERTSON & COMPANY, INC. | $794,481 | $624,270,000 | $11,315,000 | $635,585,000 |
| 66 | BERNHARDT WEALTH MANAGEMENT, INC. | $641,725 | $666,598,443 | $795,037 | $667,393,480 |
| 67 | PARTNERS IN FINANCIAL PLANNING, LLC | $387,414 | $678,362,660 | — | $678,362,660 |
| 68 | FJY FINANCIAL | $386,682 | $711,695,915 | $45,427,399 | $757,123,314 |
| 69 | YESKE BUIE INC. | $675,425 | $841,241,957 | $11,144,498 | $852,386,455 |
| 70 | EVERMAY WEALTH MANAGEMENT, LLC | $760,443 | $822,332,575 | $34,686,974 | $857,019,549 |
| 71 | DARRELL & KING, LLC | $3,760,991 | $868,789,030 | — | $868,789,030 |
| 72 | HEMINGTON WEALTH MANAGEMENT | $657,479 | $934,277,138 | — | $934,277,138 |
| 73 | STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS | $535,159 | $969,172,113 | — | $969,172,113 |
| 74 | VERUS FINANCIAL PARTNERS | $437,688 | $983,047,963 | — | $983,047,963 |
| 75 | ALPHA OMEGA WEALTH MANAGEMENT, LLC | $800,498 | $899,726,370 | $95,292,412 | $995,018,782 |
| 76 | SBK FINANCIAL, INC. | $809,977 | $956,333,988 | $67,476,336 | $1,023,810,324 |
| 77 | GRAVES LIGHT LENHART | $932,567 | $997,298,149 | $35,986,164 | $1,033,284,313 |
| 78 | AGILI, P.C. | $549,195 | $1,065,388,598 | $1,148,790 | $1,066,537,388 |
| 79 | CJM WEALTH ADVISERS, LTD. | $485,051 | $1,069,164,263 | $61,003,551 | $1,130,167,814 |
| 80 | THE HOERNER PLANNING GROUP, LLC | $1,052,091 | $832,819,744 | $361,303,735 | $1,194,123,479 |
| 81 | D'ORAZIO & ASSOCIATES, INC. | $694,206 | $1,193,497,098 | $1,924,988 | $1,195,422,086 |
| 82 | GODSEY & GIBB WEALTH MANAGEMENT | $767,833 | $1,195,101,909 | $9,628,471 | $1,204,730,380 |
| 83 | AZZAD ASSET MANAGEMENT, INC. | $951,533 | $1,269,942,074 | $7,966,705 | $1,277,908,779 |
| 84 | BOGART WEALTH, LLC | $372,651 | $1,364,074,431 | $561,038,565 | $1,925,112,996 |
| 85 | GLASSMAN WEALTH SERVICES, LLC | $873,963 | $1,942,819,910 | — | $1,942,819,910 |
| 86 | THE BURNEY COMPANY | $630,921 | $2,625,894,633 | — | $2,625,894,633 |
| 87 | HERITAGE WEALTH ADVISORS | $2,563,914 | $3,257,547,477 | $67,848,662 | $3,325,396,139 |
| 88 | PALLADIUM REGISTERED INVESTMENT ADVISORS | $1,307,009 | $3,279,070,756 | $91,706,040 | $3,370,776,796 |
| 89 | DYSON CAPITAL ADVISORS, LLC | $49,230,473 | $688,717,622 | $2,806,645,976 | $3,495,363,598 |
| 90 | ANDERSEN | $11,169,018 | — | $3,696,945,000 | $3,696,945,000 |
| 91 | WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC | $1,034,639 | $4,905,986,185 | $64,420,978 | $4,970,407,163 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
