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
1Sullivan, Bruyette, Speros & Blayney, LLC$842,114$3,482,647,032$35,703,491$3,518,350,523
2Palladium Registered Investment Advisors$1,018,037$2,130,344,637$28,912,713$2,159,257,350
3Pagnatokarp Partners, LLC$706,470$1,753,599,813$47,899,639$1,801,499,452
4West Financial Services, Inc.$704,345$1,464,712,188$17,229,845$1,481,942,033
5Glassman Wealth Services$775,375$1,370,863,109$1,370,863,109
6D'Orazio & Associates, Inc.$522,149$861,546,152$861,546,152
7Heritage Wealth Advisors$1,594,332$818,307,686$823,853,893$1,642,161,579
8Hemington Wealth Management$459,052$706,481,576$706,481,576
9Verus Financial Partners$325,099$656,050,742$656,050,742
10JoycePayne Partners, P.C.$411,115$649,562,422$649,562,422
11Steigerwald, Gordon & Koch - Wealth Advisors$1,258,801$584,083,620$584,083,620
12SBK Financial, Inc.$562,445$525,224,799$49,031,518$574,256,317
13Evermay Wealth Management$597,371$516,218,599$35,752,661$551,971,260
14Partners In Financial Planning$275,203$479,679,459$479,679,459
15FJY Financial$346,142$446,393,718$46,859,009$493,252,727
16The Hoerner Planning Group$809,566$444,402,786$205,678,952$650,081,738
17Compton Wealth Advisory Group, LLC$907,933$440,462,659$43,465,458$483,928,117
18MTX Wealth Management$441,445$427,760,182$427,760,182
19Bernhardt Wealth Management, Inc.$450,241$398,528,795$385,117$398,913,912
20A. N. Culbertson & Company, Inc.$459,953$383,496,000$8,384,000$391,880,000
21Harbour Capital Advisors$1,361,293$379,800,728$379,800,728
22Canal Capital Management$323,666$361,004,314$28,366,341$389,370,655
23Marotta Wealth Management, Inc.$288,056$351,256,178$14,286,629$365,542,807
24Hopwood Financial Services, Inc.$539,154$316,483,543$316,483,543
25Pineno Levin & Ford Asset Management, Inc.$734,173$309,066,334$8,096,196$317,162,530
26Houlihan Financial Resource Group, Ltd..$481,200$250,705,326$250,705,326
27Fee-Only Financial Planning, L.C.$562,216$239,503,830$239,503,830
28Dyson Capital Advisors$42,437,390$237,278,000$1,502,655,000$1,739,933,000
29Courage Miller Partners$306,221$214,767,851$27,453,248$242,221,099
30Advisors Financial, Inc.$314,190$187,885,731$187,885,731
31Sentinel Wealth Management, Inc.$528,916$185,649,534$185,649,534
32Acima Private Wealth LLC$3,187,727$184,888,189$184,888,189
33Precipio Wealth Management$348,731$178,694,615$4,737,818$183,432,433
34SageVest Wealth Management$1,829,467$174,449,942$10,326,212$184,776,154
35Alexander RandoLPh Advisory Inc$585,992$168,739,603$107,262,814$276,002,417
36MOS Capital, Inc.$455,341$137,968,425$137,968,425
37Montvue Capital Management, Inc.$891,526$135,512,027$135,512,027
38ALPha Financial Advisors, LLC$411,519$135,389,730$135,389,730
39Toner Asset Management Group, Inc.$941,777$129,965,256$129,965,256
40Independence Wealth Advisors Inc.$311,505$126,948,421$17,589,732$144,538,153
41Strategent Financial, LLC$1,351,825$121,664,261$121,664,261
42Dudley Capital Management LLC$431,598$104,878,272$104,878,272
43Andersen Tax LLC$5,668,948$1,865,084,000$1,865,084,000

Showing 1 to 43 of 43 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 Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.

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