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
1ANDERSEN$6,070,387$2,088,213,000$2,088,213,000
2DYSON CAPITAL ADVISORS, LLC$52,455,426$390,915,000$2,074,490,000$2,465,405,000
3HERITAGE WEALTH ADVISORS$1,924,890$1,144,602,421$1,124,843,372$2,269,445,793
4BOGART WEALTH, LLC$346,811$645,727,400$301,759,902$947,487,302
5THE HOERNER PLANNING GROUP, LLC$963,279$583,465,468$291,192,243$874,657,711
6HERITAGE FINANCIAL LLC$171,617$168,528,179$168,528,179
7COMPTON WEALTH ADVISORY GROUP, LLC$1,499,876$377,891,498$139,565,839$517,457,337
8ALEXANDER RANDOLPH ADVISORY INC$683,493$185,623,217$120,581,424$306,204,641
9OMEGA WEALTH MANAGEMENT LLC$280,033$22,942,561$118,473,951$141,416,512
10BIRKS FINANCIAL CORP.$372,857$104,400,000$104,400,000
11TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC$383,831$150,677,560$88,065,447$238,743,007
12ALPHA OMEGA INVESTMENT ADVISORS$821,957$881,438,757$84,360,179$965,798,936
13AOG WEALTH MANAGEMENT$169,740$172,811,821$60,071,084$232,882,905
14MCLEAN ASSET MANAGEMENT CORP.$406,260$789,876,863$55,550,316$845,427,179
15WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC$812,119$3,453,190,627$54,352,628$3,507,543,255
16SBK FINANCIAL, INC.$721,039$744,234,971$49,629,137$793,864,108
17CLEARLOGIC FINANCIAL, INC.$374,460$282,099,469$43,306,066$325,405,535
18CAMPION ASSET MANAGEMENT, LLC$855,006$173,089,784$43,226,790$216,316,574
19FJY FINANCIAL$335,264$540,587,849$35,731,820$576,319,669
20CJM WEALTH ADVISERS, LTD.$403,707$855,624,045$34,145,316$889,769,361
21PALLADIUM REGISTERED INVESTMENT ADVISORS$1,128,963$2,498,160,568$34,103,417$2,532,263,985
22BEACON HARBOR WEALTH ADVISORS$345,090$289,121,003$29,397,392$318,518,395
23ATEGRA CAPITAL MANAGEMENT, LLC$1,682,378$196,777,596$28,661,095$225,438,691
24EVERMAY WEALTH MANAGEMENT, LLC$682,624$625,822,168$28,131,475$653,953,643
25REDE WEALTH, LLC$293,566$116,974,000$27,167,000$144,141,000
26CANAL CAPITAL MANAGEMENT, LLC$374,941$450,880,964$25,294,438$476,175,402
27REDMOND ASSET MANAGEMENT, LLC$800,535$297,074,016$23,940,683$321,014,699
28COURAGE MILLER PARTNERS, LLC$420,212$252,260,424$22,138,214$274,398,638
29INDEPENDENCE WEALTH ADVISORS INC.$380,778$147,001,809$19,398,341$166,400,150
30EXPERIENTIAL WEALTH, INC.$6,516,055$124,036,460$19,316,741$143,353,201
31COVENANT WEALTH ADVISORS$267,712$165,798,373$18,387,740$184,186,113
32KEYSTONE ASSET MANAGEMENT, INC.$1,609,023$196,000,000$18,000,000$214,000,000
33PRESTON WEALTH ADVISORS, LLC.$57,168$129,757,512$15,907,224$145,664,736
34MAROTTA WEALTH MANAGEMENT, INC.$312,146$427,317,955$15,305,323$442,623,278
35WASHINGTON WEALTH ADVISORS, LLC$170,450$165,497,000$13,475,000$178,972,000
36YESKE BUIE INC.$593,479$730,600,306$13,029,151$743,629,457
37MONUMENT WEALTH MANAGEMENT$299,785$299,647,190$12,728,561$312,375,751
38SAGEVEST WEALTH MANAGEMENT$2,186,062$217,667,562$11,868,910$229,536,472
39PROFESSIONAL FINANCIAL SOLUTIONS, LLC$241,317$164,130,797$11,306,543$175,437,340
40SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC$1,008,378$4,284,308,141$10,374,043$4,294,682,184
41A. N. CULBERTSON & COMPANY, INC.$553,578$453,656,000$9,689,000$463,345,000
42PINENO LEVIN & FORD ASSET MANAGEMENT, INC.$862,009$354,163,582$9,604,333$363,767,915
43GODSEY & GIBB WEALTH MANAGEMENT$697,940$1,038,581,197$9,026,541$1,047,607,738
44STONY POINT WEALTH MANAGEMENT INC.$235,855$246,589,301$8,605,901$255,195,202
45AZZAD ASSET MANAGEMENT, INC.$304,406$804,229,836$8,231,065$812,460,901
46WOLF GROUP CAPITAL ADVISORS$491,696$296,500,373$7,367,606$303,867,979
47OLIO FINANCIAL PLANNING$199,405$168,160,139$6,717,739$174,877,878
48PRECIPIO WEALTH MANAGEMENT LLC$427,968$214,470,487$5,077,125$219,547,612
49TULL FINANCIAL GROUP, INC.$250,973$202,692,468$3,607,220$206,299,688
50D'ORAZIO & ASSOCIATES, INC.$608,750$1,032,893,421$1,373,210$1,034,266,631
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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 Sabrina Straub.

*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.