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 | HOPWOOD FINANCIAL SERVICES, INC. | $552,770 | $531,765,109 | — | $531,765,109 |
| 52 | HOULIHAN FINANCIAL RESOURCE GROUP, LTD. | $571,721 | $313,303,141 | — | $313,303,141 |
| 53 | WOLF GROUP CAPITAL ADVISORS | $598,294 | $400,368,797 | $8,266,304 | $408,635,101 |
| 54 | MOS CAPITAL, INC. | $601,472 | $190,224,965 | $1,644,692 | $191,869,657 |
| 55 | THE LEWIS FINANCIAL GROUP | $608,928 | $265,492,656 | — | $265,492,656 |
| 56 | CROSSGRAIN FAMILY INVESTMENTS, LLC | $626,162 | $120,062,864 | $17,692,867 | $137,755,731 |
| 57 | THE BURNEY COMPANY | $630,921 | $2,625,894,633 | — | $2,625,894,633 |
| 58 | BERNHARDT WEALTH MANAGEMENT, INC. | $641,725 | $666,598,443 | $795,037 | $667,393,480 |
| 59 | DUDLEY CAPITAL MANAGEMENT LLC | $647,831 | $160,014,200 | — | $160,014,200 |
| 60 | HEMINGTON WEALTH MANAGEMENT | $657,479 | $934,277,138 | — | $934,277,138 |
| 61 | YESKE BUIE INC. | $675,425 | $841,241,957 | $11,144,498 | $852,386,455 |
| 62 | CAMPION ASSET MANAGEMENT, LLC | $693,258 | $163,302,673 | $37,048,751 | $200,351,424 |
| 63 | D'ORAZIO & ASSOCIATES, INC. | $694,206 | $1,193,497,098 | $1,924,988 | $1,195,422,086 |
| 64 | SAGEVEST WEALTH MANAGEMENT | $742,347 | $297,681,010 | — | $297,681,010 |
| 65 | ALEXANDER RANDOLPH ADVISORY INC | $742,445 | $217,099,043 | $137,047,140 | $354,146,183 |
| 66 | GRAND STRATEGY CAPITAL, LLC | $751,172 | $107,083,287 | $11,601,933 | $118,685,220 |
| 67 | EVERMAY WEALTH MANAGEMENT, LLC | $760,443 | $822,332,575 | $34,686,974 | $857,019,549 |
| 68 | GODSEY & GIBB WEALTH MANAGEMENT | $767,833 | $1,195,101,909 | $9,628,471 | $1,204,730,380 |
| 69 | A. N. CULBERTSON & COMPANY, INC. | $794,481 | $624,270,000 | $11,315,000 | $635,585,000 |
| 70 | ALPHA OMEGA WEALTH MANAGEMENT, LLC | $800,498 | $899,726,370 | $95,292,412 | $995,018,782 |
| 71 | SBK FINANCIAL, INC. | $809,977 | $956,333,988 | $67,476,336 | $1,023,810,324 |
| 72 | VIRGINIA WEALTH MANAGEMENT GROUP, INC. | $833,543 | $156,543,800 | $98,520,302 | $255,064,102 |
| 73 | SENTINEL WEALTH MANAGEMENT, INC. | $848,323 | $281,643,071 | — | $281,643,071 |
| 74 | 8TH STREET INVESTMENTS, LLC | $852,653 | $164,533,124 | $28,926 | $164,562,050 |
| 75 | GLASSMAN WEALTH SERVICES, LLC | $873,963 | $1,942,819,910 | — | $1,942,819,910 |
| 76 | GRAVES LIGHT LENHART | $932,567 | $997,298,149 | $35,986,164 | $1,033,284,313 |
| 77 | AZZAD ASSET MANAGEMENT, INC. | $951,533 | $1,269,942,074 | $7,966,705 | $1,277,908,779 |
| 78 | WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC | $1,034,639 | $4,905,986,185 | $64,420,978 | $4,970,407,163 |
| 79 | THE HOERNER PLANNING GROUP, LLC | $1,052,091 | $832,819,744 | $361,303,735 | $1,194,123,479 |
| 80 | REDMOND ASSET MANAGEMENT, LLC | $1,104,857 | $399,570,118 | $30,219,256 | $429,789,374 |
| 81 | PALLADIUM REGISTERED INVESTMENT ADVISORS | $1,307,009 | $3,279,070,756 | $91,706,040 | $3,370,776,796 |
| 82 | COMPTON WEALTH ADVISORY GROUP, LLC | $1,367,020 | $449,613,738 | $128,635,668 | $578,249,406 |
| 83 | ATEGRA CAPITAL MANAGEMENT, LLC | $1,951,235 | $294,581,398 | $33,226,132 | $327,807,530 |
| 84 | HARBOUR CAPITAL ADVISORS, LLC | $2,064,805 | $578,145,484 | — | $578,145,484 |
| 85 | STRATEGENT FINANCIAL, LLC | $2,199,822 | $244,180,228 | — | $244,180,228 |
| 86 | KEYSTONE ASSET MANAGEMENT, INC. | $2,207,692 | $264,000,000 | $23,000,000 | $287,000,000 |
| 87 | HERITAGE WEALTH ADVISORS | $2,563,914 | $3,257,547,477 | $67,848,662 | $3,325,396,139 |
| 88 | DARRELL & KING, LLC | $3,760,991 | $868,789,030 | — | $868,789,030 |
| 89 | ACIMA PRIVATE WEALTH LLC | $4,874,778 | $305,244,721 | $1,866,289 | $307,111,010 |
| 90 | ANDERSEN | $11,169,018 | — | $3,696,945,000 | $3,696,945,000 |
| 91 | DYSON CAPITAL ADVISORS, LLC | $49,230,473 | $688,717,622 | $2,806,645,976 | $3,495,363,598 |
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.
