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