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
51Godsey & Gibb Inc$705,243$1,065,037,635$8,341,962$1,073,379,597
52A. N. Culbertson & Company, Inc.$605,482$485,997,000$9,893,000$495,890,000
53Olio Financial Planning, LLC$233,988$209,353,339$10,595,769$219,949,108
54Pineno Levin & Ford Asset Management, Inc.$909,351$360,306,867$10,708,425$371,015,292
55Yeske Buie Inc.$562,389$711,352,340$10,754,636$722,106,976
56Professional Financial Solutions, LLC$246,874$179,788,262$12,526,501$192,314,763
57Sage Financial Management Group, Inc.$2,303,219$249,663,718$12,903,207$262,566,925
58Preston Wealth Advisors, LLC.$248,397$196,088,400$13,558,867$209,647,267
59Marotta Asset Management, Inc.$311,336$456,038,756$14,701,091$470,739,847
60Independence Wealth Advisors Inc.$417,515$166,150,066$15,051,522$181,201,588
61Beacon Harbor Wealth Advisors, Inc.$337,439$341,457,423$16,227,819$357,685,242
62Sullivan, Bruyette, Speros & Blayney, LLC$1,118,887$5,045,658,608$17,305,328$5,062,963,936
63Fonville Wealth Management LLC$306,603$209,233,854$19,798,960$229,032,814
64Keystone Asset Management, Inc.$1,992,366$240,000,000$21,000,000$261,000,000
65Heritage Wealth Management Group, Ltd$264,875$115,634,711$21,835,200$137,469,911
66Heritage Financial LLC$181,582$175,885,705$23,672,982$199,558,687
67Brown | Miller Wealth Management, LLC$260,978$466,970,015$27,584,104$494,554,119
68Ategra Capital Management, LLC$1,403,361$207,378,295$29,789,699$237,167,994
69Redmond Asset Management, LLC$1,014,368$351,300,430$31,116,127$382,416,557
70Evermay Wealth Management, LLC$716,717$703,879,450$32,905,588$736,785,038
71Courage Miller Partners, LLC$488,139$311,718,882$35,347,635$347,066,517
72Campion Asset Management, LLC$808,974$184,386,562$35,654,355$220,040,917
73Alpha Omega Group, Inc.$210,278$225,111,175$36,685,100$261,796,275
74Canal Capital Management, LLC$453,646$591,097,312$37,656,577$628,753,889
75Rede Wealth, LLC$540,913$154,022,000$39,625,000$193,647,000
76Palladium Partners, LLC$1,152,754$2,748,493,741$40,017,470$2,788,511,211
77FJY Financial, LLC$353,168$606,904,894$40,805,772$647,710,666
78CJM Wealth Advisers, Ltd.$1,200,027$901,779,530$43,841,682$945,621,212
79Clearlogic Financial, Inc.$416,911$328,044,142$48,843,613$376,887,755
80Virginia Wealth Management Group, Inc.$705,838$150,013,423$49,738,725$199,752,148
81MCLEAN ASSET MANAGEMENT CORP.$406,260$789,876,863$55,550,316$845,427,179
82Wilbanks, Smith & Thomas Asset Management, LLC$893,635$3,957,295,550$56,912,219$4,014,207,769
83SBK Financial, Inc.$733,741$803,111,543$61,235,553$864,347,096
84Taylor Hoffman Wealth Management, LLC$386,235$186,178,999$91,910,291$278,089,290
85Alexander Randolph Advisory Inc$697,806$197,364,371$124,324,218$321,688,589
86Birks Financial Corp.$494,444$142,400,000$142,400,000
87Omega Wealth Management LLC$293,135$19,777,573$143,498,599$163,276,172
88Compton Wealth Advisory Group, LLC$1,500,252$379,929,454$151,159,890$531,089,344
89Washington Wealth Advisors, LLC$180,004$25,020,598$184,144,402$209,165,000
90Heritage Wealth Advisors, LLC$2,176,790$2,456,317,155$212,427,941$2,668,745,096
91Bogart Wealth, LLC$351,211$1,058,890,760$252,882,707$1,311,773,467
92The Hoerner Planning Group, LLC$983,005$681,403,902$305,533,251$986,937,153
93Alpha Omega Wealth Management, LLC$948,169$834,419,858$341,310,229$1,175,730,087
94Dyson Capital Advisors, LLC$43,417,734$490,816,000$2,287,919,000$2,778,735,000
95Andersen Tax LLC$7,082,824$2,592,313,522$2,592,313,522
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For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.