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
51Sage Financial Management Group, Inc.$2,303,219$249,663,718$12,903,207$262,566,925
52Marotta Asset Management, Inc.$311,336$456,038,756$14,701,091$470,739,847
53Independence Wealth Advisors Inc.$417,515$166,150,066$15,051,522$181,201,588
54Beacon Harbor Wealth Advisors, Inc.$337,439$341,457,423$16,227,819$357,685,242
55Sullivan, Bruyette, Speros & Blayney, LLC$1,118,887$5,045,658,608$17,305,328$5,062,963,936
56Fonville Wealth Management LLC$306,603$209,233,854$19,798,960$229,032,814
57Keystone Asset Management, Inc.$1,992,366$240,000,000$21,000,000$261,000,000
58Heritage Wealth Management Group, Ltd$264,875$115,634,711$21,835,200$137,469,911
59Heritage Financial LLC$181,582$175,885,705$23,672,982$199,558,687
60Brown | Miller Wealth Management, LLC$260,978$466,970,015$27,584,104$494,554,119
61Ategra Capital Management, LLC$1,403,361$207,378,295$29,789,699$237,167,994
62Redmond Asset Management, LLC$1,014,368$351,300,430$31,116,127$382,416,557
63Evermay Wealth Management, LLC$716,717$703,879,450$32,905,588$736,785,038
64Courage Miller Partners, LLC$488,139$311,718,882$35,347,635$347,066,517
65Campion Asset Management, LLC$808,974$184,386,562$35,654,355$220,040,917
66Alpha Omega Group, Inc.$210,278$225,111,175$36,685,100$261,796,275
67Canal Capital Management, LLC$453,646$591,097,312$37,656,577$628,753,889
68Rede Wealth, LLC$540,913$154,022,000$39,625,000$193,647,000
69Palladium Partners, LLC$1,152,754$2,748,493,741$40,017,470$2,788,511,211
70FJY Financial, LLC$353,168$606,904,894$40,805,772$647,710,666
71CJM Wealth Advisers, Ltd.$1,200,027$901,779,530$43,841,682$945,621,212
72Clearlogic Financial, Inc.$416,911$328,044,142$48,843,613$376,887,755
73Virginia Wealth Management Group, Inc.$705,838$150,013,423$49,738,725$199,752,148
74MCLEAN ASSET MANAGEMENT CORP.$406,260$789,876,863$55,550,316$845,427,179
75Wilbanks, Smith & Thomas Asset Management, LLC$893,635$3,957,295,550$56,912,219$4,014,207,769
76SBK Financial, Inc.$733,741$803,111,543$61,235,553$864,347,096
77Taylor Hoffman Wealth Management, LLC$386,235$186,178,999$91,910,291$278,089,290
78Alexander Randolph Advisory Inc$697,806$197,364,371$124,324,218$321,688,589
79Birks Financial Corp.$494,444$142,400,000$142,400,000
80Omega Wealth Management LLC$293,135$19,777,573$143,498,599$163,276,172
81Compton Wealth Advisory Group, LLC$1,500,252$379,929,454$151,159,890$531,089,344
82Washington Wealth Advisors, LLC$180,004$25,020,598$184,144,402$209,165,000
83Heritage Wealth Advisors, LLC$2,176,790$2,456,317,155$212,427,941$2,668,745,096
84Bogart Wealth, LLC$351,211$1,058,890,760$252,882,707$1,311,773,467
85The Hoerner Planning Group, LLC$983,005$681,403,902$305,533,251$986,937,153
86Alpha Omega Wealth Management, LLC$948,169$834,419,858$341,310,229$1,175,730,087
87Dyson Capital Advisors, LLC$43,417,734$490,816,000$2,287,919,000$2,778,735,000
88Andersen Tax LLC$7,082,824$2,592,313,522$2,592,313,522
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Showing 51 to 88 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 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.