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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
51RDL Financial, Inc.$491,696$296,500,373$7,367,606$303,867,979
52Courage Miller Partners, LLC$488,139$311,718,882$35,347,635$347,066,517
53Moneywise Inc$220,642$324,785,652$324,785,652
54Clearlogic Financial, Inc.$416,911$328,044,142$48,843,613$376,887,755
55Beacon Harbor Wealth Advisors, Inc.$337,439$341,457,423$16,227,819$357,685,242
56Selective Wealth Management, Inc.$224,468$342,537,636$342,537,636
57Redmond Asset Management, LLC$1,014,368$351,300,430$31,116,127$382,416,557
58Monument Capital Management, LLC$406,442$353,702,263$7,218,414$360,920,677
59Pineno Levin & Ford Asset Management, Inc.$909,351$360,306,867$10,708,425$371,015,292
60Compton Wealth Advisory Group, LLC$1,500,252$379,929,454$151,159,890$531,089,344
61Millennium Advisory Services, Inc.$223,053$427,815,500$427,815,500
62Hopwood Financial Services, Inc.$600,880$451,861,899$451,861,899
63Marotta Asset Management, Inc.$311,336$456,038,756$14,701,091$470,739,847
64Brown | Miller Wealth Management, LLC$260,978$466,970,015$27,584,104$494,554,119
65Harbour Capital Advisors, LLC$1,891,624$474,797,693$474,797,693
66A. N. Culbertson & Company, Inc.$605,482$485,997,000$9,893,000$495,890,000
67Dyson Capital Advisors, LLC$43,417,734$490,816,000$2,287,919,000$2,778,735,000
68Bernhardt Wealth Management, Inc.$530,044$533,721,527$562,414$534,283,941
69Pettyjohn, Wood & White, Inc.$704,133$587,246,691$587,246,691
70Canal Capital Management, LLC$453,646$591,097,312$37,656,577$628,753,889
71FJY Financial, LLC$353,168$606,904,894$40,805,772$647,710,666
72Partners In Financial Planning, LLC$362,164$622,921,875$622,921,875
73The Hoerner Planning Group, LLC$983,005$681,403,902$305,533,251$986,937,153
74Darrell & King, LLC$4,057,052$701,870,055$701,870,055
75Evermay Wealth Management, LLC$716,717$703,879,450$32,905,588$736,785,038
76Yeske Buie Inc.$562,389$711,352,340$10,754,636$722,106,976
77Hemington Wealth Management, LLC$586,878$755,898,708$755,898,708
78MCLEAN ASSET MANAGEMENT CORP.$406,260$789,876,863$55,550,316$845,427,179
79Steigerwald, Gordon & Koch Inc.$1,505,211$790,236,000$790,236,000
80SBK Financial, Inc.$733,741$803,111,543$61,235,553$864,347,096
81Graves-Light Private Wealth Management, Inc.$808,095$822,641,188$822,641,188
82Alpha Omega Wealth Management, LLC$948,169$834,419,858$341,310,229$1,175,730,087
83Verus Financial Partners, Inc.$421,978$855,349,922$855,349,922
84Agili, P.C.$510,732$884,588,280$884,588,280
85CJM Wealth Advisers, Ltd.$1,200,027$901,779,530$43,841,682$945,621,212
86Azzad Asset Management, Inc.$361,021$1,056,128,038$7,439,550$1,063,567,588
87Bogart Wealth, LLC$351,211$1,058,890,760$252,882,707$1,311,773,467
88Godsey & Gibb Inc$705,243$1,065,037,635$8,341,962$1,073,379,597
89D'Orazio & Associates, Inc.$690,602$1,137,551,451$1,941,397$1,139,492,848
90Glassman Wealth Services, LLC$787,072$1,662,297,089$1,662,297,089
91The Burney Company$536,246$2,085,998,868$2,085,998,868
92Heritage Wealth Advisors, LLC$2,176,790$2,456,317,155$212,427,941$2,668,745,096
93Palladium Partners, LLC$1,152,754$2,748,493,741$40,017,470$2,788,511,211
94Wilbanks, Smith & Thomas Asset Management, LLC$893,635$3,957,295,550$56,912,219$4,014,207,769
95Sullivan, Bruyette, Speros & Blayney, LLC$1,118,887$5,045,658,608$17,305,328$5,062,963,936
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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.