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

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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