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 |
|---|---|---|---|---|---|
| 1 | Andersen Tax LLC | $7,082,824 | — | $2,592,313,522 | $2,592,313,522 |
| 2 | Dyson Capital Advisors, LLC | $43,417,734 | $490,816,000 | $2,287,919,000 | $2,778,735,000 |
| 3 | Alpha Omega Wealth Management, LLC | $948,169 | $834,419,858 | $341,310,229 | $1,175,730,087 |
| 4 | The Hoerner Planning Group, LLC | $983,005 | $681,403,902 | $305,533,251 | $986,937,153 |
| 5 | Bogart Wealth, LLC | $351,211 | $1,058,890,760 | $252,882,707 | $1,311,773,467 |
| 6 | Heritage Wealth Advisors, LLC | $2,176,790 | $2,456,317,155 | $212,427,941 | $2,668,745,096 |
| 7 | Washington Wealth Advisors, LLC | $180,004 | $25,020,598 | $184,144,402 | $209,165,000 |
| 8 | Compton Wealth Advisory Group, LLC | $1,500,252 | $379,929,454 | $151,159,890 | $531,089,344 |
| 9 | Omega Wealth Management LLC | $293,135 | $19,777,573 | $143,498,599 | $163,276,172 |
| 10 | Birks Financial Corp. | $494,444 | — | $142,400,000 | $142,400,000 |
| 11 | Alexander Randolph Advisory Inc | $697,806 | $197,364,371 | $124,324,218 | $321,688,589 |
| 12 | Taylor Hoffman Wealth Management, LLC | $386,235 | $186,178,999 | $91,910,291 | $278,089,290 |
| 13 | SBK Financial, Inc. | $733,741 | $803,111,543 | $61,235,553 | $864,347,096 |
| 14 | Wilbanks, Smith & Thomas Asset Management, LLC | $893,635 | $3,957,295,550 | $56,912,219 | $4,014,207,769 |
| 15 | MCLEAN ASSET MANAGEMENT CORP. | $406,260 | $789,876,863 | $55,550,316 | $845,427,179 |
| 16 | Virginia Wealth Management Group, Inc. | $705,838 | $150,013,423 | $49,738,725 | $199,752,148 |
| 17 | Clearlogic Financial, Inc. | $416,911 | $328,044,142 | $48,843,613 | $376,887,755 |
| 18 | CJM Wealth Advisers, Ltd. | $1,200,027 | $901,779,530 | $43,841,682 | $945,621,212 |
| 19 | FJY Financial, LLC | $353,168 | $606,904,894 | $40,805,772 | $647,710,666 |
| 20 | Palladium Partners, LLC | $1,152,754 | $2,748,493,741 | $40,017,470 | $2,788,511,211 |
| 21 | Rede Wealth, LLC | $540,913 | $154,022,000 | $39,625,000 | $193,647,000 |
| 22 | Canal Capital Management, LLC | $453,646 | $591,097,312 | $37,656,577 | $628,753,889 |
| 23 | Alpha Omega Group, Inc. | $210,278 | $225,111,175 | $36,685,100 | $261,796,275 |
| 24 | Campion Asset Management, LLC | $808,974 | $184,386,562 | $35,654,355 | $220,040,917 |
| 25 | Courage Miller Partners, LLC | $488,139 | $311,718,882 | $35,347,635 | $347,066,517 |
| 26 | Evermay Wealth Management, LLC | $716,717 | $703,879,450 | $32,905,588 | $736,785,038 |
| 27 | Redmond Asset Management, LLC | $1,014,368 | $351,300,430 | $31,116,127 | $382,416,557 |
| 28 | Ategra Capital Management, LLC | $1,403,361 | $207,378,295 | $29,789,699 | $237,167,994 |
| 29 | Brown | Miller Wealth Management, LLC | $260,978 | $466,970,015 | $27,584,104 | $494,554,119 |
| 30 | Heritage Financial LLC | $181,582 | $175,885,705 | $23,672,982 | $199,558,687 |
| 31 | Heritage Wealth Management Group, Ltd | $264,875 | $115,634,711 | $21,835,200 | $137,469,911 |
| 32 | Keystone Asset Management, Inc. | $1,992,366 | $240,000,000 | $21,000,000 | $261,000,000 |
| 33 | Fonville Wealth Management LLC | $306,603 | $209,233,854 | $19,798,960 | $229,032,814 |
| 34 | Sullivan, Bruyette, Speros & Blayney, LLC | $1,118,887 | $5,045,658,608 | $17,305,328 | $5,062,963,936 |
| 35 | Beacon Harbor Wealth Advisors, Inc. | $337,439 | $341,457,423 | $16,227,819 | $357,685,242 |
| 36 | Independence Wealth Advisors Inc. | $417,515 | $166,150,066 | $15,051,522 | $181,201,588 |
| 37 | Marotta Asset Management, Inc. | $311,336 | $456,038,756 | $14,701,091 | $470,739,847 |
| 38 | Sage Financial Management Group, Inc. | $2,303,219 | $249,663,718 | $12,903,207 | $262,566,925 |
| 39 | Professional Financial Solutions, LLC | $246,874 | $179,788,262 | $12,526,501 | $192,314,763 |
| 40 | Yeske Buie Inc. | $562,389 | $711,352,340 | $10,754,636 | $722,106,976 |
| 41 | Pineno Levin & Ford Asset Management, Inc. | $909,351 | $360,306,867 | $10,708,425 | $371,015,292 |
| 42 | Olio Financial Planning, LLC | $233,988 | $209,353,339 | $10,595,769 | $219,949,108 |
| 43 | A. N. Culbertson & Company, Inc. | $605,482 | $485,997,000 | $9,893,000 | $495,890,000 |
| 44 | Godsey & Gibb Inc | $705,243 | $1,065,037,635 | $8,341,962 | $1,073,379,597 |
| 45 | Azzad Asset Management, Inc. | $361,021 | $1,056,128,038 | $7,439,550 | $1,063,567,588 |
| 46 | RDL Financial, Inc. | $491,696 | $296,500,373 | $7,367,606 | $303,867,979 |
| 47 | Monument Capital Management, LLC | $406,442 | $353,702,263 | $7,218,414 | $360,920,677 |
| 48 | Precipio Wealth Management LLC | $501,502 | $226,962,462 | $5,233,059 | $232,195,521 |
| 49 | Korving & Company LLC | $259,190 | $112,637,000 | $4,517,000 | $117,154,000 |
| 50 | Tull Financial Group, Inc. | $279,074 | $226,698,940 | $2,979,356 | $229,678,296 |
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.
