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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Strategent Financial, Llc$1,672,555$163,910,370$163,910,370
2Graves-Light Private Wealth Management, Inc.$775,915$744,102,313$744,102,313
3Oakmont Wealth Advisory, Llc$408,216$162,470,000$162,470,000
4Hunter Lewis Llc$102,350,235$204,700,470$204,700,470
5Glassman Wealth Services, Llc$763,903$1,454,471,398$1,454,471,398
6Steigerwald, Gordon & Koch - Wealth Advisors$1,511,688$724,098,687$724,098,687
7Wills Financial Group$418,146$252,978,196$252,978,196
8Alpha Advisors, Llc$388,583$129,398,054$129,398,054
9Montvue Capital Management, Inc.$1,007,579$157,182,268$157,182,268
10Millennium Advisory Services, Inc.$196,547$320,568,671$320,568,671
11Flippin Bruce & Porter Inc$1,328,206$677,385,000$677,385,000
12Taylor Financial Group, Inc.$272,326$241,553,544$241,553,544
13United Income, Inc.$746,691$1,199,185,772$1,199,185,772
14Darrell & King, Llc$3,548,787$635,232,804$635,232,804
15Harbour Capital Advisors, Llc$1,438,520$407,101,244$407,101,244
16Wealthway Financial Advisors$269,615$148,288,000$148,288,000
17Hco Private Wealth$207,595$121,027,983$121,027,983
18Meridian Financial Partners Llc$305,100$228,824,964$228,824,964
19Solitude Financial Services, Inc.$286,267$120,518,512$120,518,512
20Hsc Wealth Advisors$194,712$292,067,301$292,067,301
21Sentinel Wealth Management, Inc.$667,684$224,341,706$224,341,706
22Hopwood Financial Services, Inc.$604,892$384,106,188$384,106,188
23Alpha Financial Advisors, Llc$1,423,445$145,191,400$145,191,400
24Dudley Capital Management Llc$508,462$116,437,806$116,437,806
25Hemington Wealth Management$531,679$885,777,887$885,777,887
26The Burney Company$485,636$2,055,696,158$2,055,696,158
27Halpern Financial, Inc.$642,665$554,619,599$554,619,599
28Pettyjohn, Wood & White, Inc.$682,852$547,647,427$547,647,427
29Westbourne Investments, Inc.$804,992$173,073,228$173,073,228
30Waypoint Advisors, Llc$2,088,786$215,144,965$215,144,965
31Toner Asset Management Group, Inc.$785,172$112,279,570$112,279,570
32Advisors Financial, Inc.$350,752$212,906,479$212,906,479
33Houlihan Financial Resource Group, Ltd.$525,551$269,607,522$269,607,522
34Advisors Financial, Inc.$350,752$212,906,479$212,906,479
35Acima Private Wealth Llc$2,848,370$210,779,368$210,779,368
36Verus Financial Partners$388,023$777,598,000$777,598,000
37Agili, P.C.$478,997$760,646,620$760,646,620
38Brown | Miller Wealth Management, Llc$202,121$335,738,703$388,967$336,127,670
39Bernhardt Wealth Management, Inc.$516,592$489,742,150$503,501$490,245,651
40Mos Capital, Inc.$496,568$150,650,604$1,299,210$151,949,814
41D'Orazio & Associates, Inc.$608,750$1,032,893,421$1,373,210$1,034,266,631
42Investment Management Of Virginia, Llc$1,084,779$507,144,524$2,701,735$509,846,259
43Clearlogic Financial, Inc.$391,768$336,888,294$3,165,911$340,054,205
44Tull Financial Group, Inc.$250,973$202,692,468$3,607,220$206,299,688
45Precipio Wealth Management Llc$427,968$214,470,487$5,077,125$219,547,612
46Wolf Group Capital Advisors$480,373$278,892,848$7,409,335$286,302,183
47Azzad Asset Management, Inc.$304,406$804,229,836$8,231,065$812,460,901
48Stony Point Wealth Management Inc.$235,855$246,589,301$8,605,901$255,195,202
49Godsey & Gibb Wealth Management$697,940$1,038,581,197$9,026,541$1,047,607,738
50Pineno Levin & Ford Asset Management, Inc.$862,009$354,163,582$9,604,333$363,767,915
Next Page »

Showing 1 to 50 of 93 entries

Page 1 | 2

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.