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
1Dyson Capital Advisors, LLC$43,417,734$490,816,000$2,287,919,000$2,778,735,000
2Andersen Tax LLC$7,082,824$2,592,313,522$2,592,313,522
3Acima Private Wealth LLC$4,677,754$252,598,698$252,598,698
4Sage Financial Management Group, Inc.$2,303,219$249,663,718$12,903,207$262,566,925
5Heritage Wealth Advisors, LLC$2,176,790$2,456,317,155$212,427,941$2,668,745,096
6Keystone Asset Management, Inc.$1,992,366$240,000,000$21,000,000$261,000,000
7Harbour Capital Advisors, LLC$1,891,624$474,797,693$474,797,693
8Strategent Financial, LLC$1,786,231$189,340,534$189,340,534
9Steigerwald, Gordon & Koch Inc.$1,505,211$790,236,000$790,236,000
10Compton Wealth Advisory Group, LLC$1,500,252$379,929,454$151,159,890$531,089,344
11ALPHA FINANCIAL ADVISORS, LLC$1,423,445$145,191,400$145,191,400
12Ategra Capital Management, LLC$1,403,361$207,378,295$29,789,699$237,167,994
13CJM Wealth Advisers, Ltd.$1,200,027$901,779,530$43,841,682$945,621,212
14Palladium Partners, LLC$1,152,754$2,748,493,741$40,017,470$2,788,511,211
15Sullivan, Bruyette, Speros & Blayney, LLC$1,118,887$5,045,658,608$17,305,328$5,062,963,936
16Redmond Asset Management, LLC$1,014,368$351,300,430$31,116,127$382,416,557
17The Hoerner Planning Group, LLC$983,005$681,403,902$305,533,251$986,937,153
18Alpha Omega Wealth Management, LLC$948,169$834,419,858$341,310,229$1,175,730,087
19Pineno Levin & Ford Asset Management, Inc.$909,351$360,306,867$10,708,425$371,015,292
20Wilbanks, Smith & Thomas Asset Management, LLC$893,635$3,957,295,550$56,912,219$4,014,207,769
21Campion Asset Management, LLC$808,974$184,386,562$35,654,355$220,040,917
22Graves-Light Private Wealth Management, Inc.$808,095$822,641,188$822,641,188
23Glassman Wealth Services, LLC$787,072$1,662,297,089$1,662,297,089
24TONER ASSET MANAGEMENT GROUP, INC.$785,172$112,279,570$112,279,570
25SBK Financial, Inc.$733,741$803,111,543$61,235,553$864,347,096
26Sentinel Wealth Management, Inc.$724,679$236,969,934$236,969,934
27Evermay Wealth Management, LLC$716,717$703,879,450$32,905,588$736,785,038
28Virginia Wealth Management Group, Inc.$705,838$150,013,423$49,738,725$199,752,148
29Godsey & Gibb Inc$705,243$1,065,037,635$8,341,962$1,073,379,597
30Pettyjohn, Wood & White, Inc.$704,133$587,246,691$587,246,691
31Alexander Randolph Advisory Inc$697,806$197,364,371$124,324,218$321,688,589
32D'Orazio & Associates, Inc.$690,602$1,137,551,451$1,941,397$1,139,492,848
33A. N. Culbertson & Company, Inc.$605,482$485,997,000$9,893,000$495,890,000
34Hopwood Financial Services, Inc.$600,880$451,861,899$451,861,899
35Hemington Wealth Management, LLC$586,878$755,898,708$755,898,708
36Dudley Capital Management LLC$562,582$128,268,759$128,268,759
37Yeske Buie Inc.$562,389$711,352,340$10,754,636$722,106,976
38Rede Wealth, LLC$540,913$154,022,000$39,625,000$193,647,000
39Houlihan Financial Resource Group, Ltd.$540,610$283,279,780$283,279,780
40The Burney Company$536,246$2,085,998,868$2,085,998,868
41Bernhardt Wealth Management, Inc.$530,044$533,721,527$562,414$534,283,941
42MOS Capital, Inc$527,869$161,688,202$1,423,422$163,111,624
43Agili, P.C.$510,732$884,588,280$884,588,280
44Precipio Wealth Management LLC$501,502$226,962,462$5,233,059$232,195,521
45Birks Financial Corp.$494,444$142,400,000$142,400,000
46RDL Financial, Inc.$491,696$296,500,373$7,367,606$303,867,979
47Courage Miller Partners, LLC$488,139$311,718,882$35,347,635$347,066,517
48David Wealth Management, LLC$473,285$110,275,359$110,275,359
49YHB Wealth Advisors, LLC$471,312$101,803,457$101,803,457
50Canal Capital Management, LLC$453,646$591,097,312$37,656,577$628,753,889
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For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*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.