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
1DYSON CAPITAL ADVISORS, LLC$52,455,426$390,915,000$2,074,490,000$2,465,405,000
2EXPERIENTIAL WEALTH, INC.$6,516,055$124,036,460$19,316,741$143,353,201
3ANDERSEN$6,070,387$2,088,213,000$2,088,213,000
4DARRELL & KING, LLC$3,548,787$635,232,804$635,232,804
5ACIMA PRIVATE WEALTH LLC$2,848,370$210,779,368$210,779,368
6SAGEVEST WEALTH MANAGEMENT$2,186,062$217,667,562$11,868,910$229,536,472
7HERITAGE WEALTH ADVISORS$1,924,890$1,144,602,421$1,124,843,372$2,269,445,793
8ATEGRA CAPITAL MANAGEMENT, LLC$1,682,378$196,777,596$28,661,095$225,438,691
9STRATEGENT FINANCIAL, LLC$1,672,555$163,910,370$163,910,370
10KEYSTONE ASSET MANAGEMENT, INC.$1,609,023$196,000,000$18,000,000$214,000,000
11STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS$1,511,688$724,098,687$724,098,687
12COMPTON WEALTH ADVISORY GROUP, LLC$1,499,876$377,891,498$139,565,839$517,457,337
13HARBOUR CAPITAL ADVISORS, LLC$1,438,520$407,101,244$407,101,244
14ALPHA FINANCIAL ADVISORS, LLC$1,423,445$145,191,400$145,191,400
15PALLADIUM REGISTERED INVESTMENT ADVISORS$1,128,963$2,498,160,568$34,103,417$2,532,263,985
16SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC$1,008,378$4,284,308,141$10,374,043$4,294,682,184
17MONTVUE CAPITAL MANAGEMENT, INC.$1,007,579$157,182,268$157,182,268
18THE HOERNER PLANNING GROUP, LLC$963,279$583,465,468$291,192,243$874,657,711
19PINENO LEVIN & FORD ASSET MANAGEMENT, INC.$862,009$354,163,582$9,604,333$363,767,915
20CAMPION ASSET MANAGEMENT, LLC$855,006$173,089,784$43,226,790$216,316,574
21ALPHA OMEGA INVESTMENT ADVISORS$821,957$881,438,757$84,360,179$965,798,936
22WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC$812,119$3,453,190,627$54,352,628$3,507,543,255
23WESTBOURNE INVESTMENTS, INC.$804,992$173,073,228$173,073,228
24REDMOND ASSET MANAGEMENT, LLC$800,535$297,074,016$23,940,683$321,014,699
25TONER ASSET MANAGEMENT GROUP, INC.$785,172$112,279,570$112,279,570
26GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC.$775,915$744,102,313$744,102,313
27GLASSMAN WEALTH SERVICES, LLC$763,903$1,454,471,398$1,454,471,398
28SBK FINANCIAL, INC.$721,039$744,234,971$49,629,137$793,864,108
29GODSEY & GIBB WEALTH MANAGEMENT$697,940$1,038,581,197$9,026,541$1,047,607,738
30ALEXANDER RANDOLPH ADVISORY INC$683,493$185,623,217$120,581,424$306,204,641
31PETTYJOHN, WOOD & WHITE, INC.$682,852$547,647,427$547,647,427
32EVERMAY WEALTH MANAGEMENT, LLC$682,624$625,822,168$28,131,475$653,953,643
33SENTINEL WEALTH MANAGEMENT, INC.$667,684$224,341,706$224,341,706
34D'ORAZIO & ASSOCIATES, INC.$608,750$1,032,893,421$1,373,210$1,034,266,631
35HOPWOOD FINANCIAL SERVICES, INC.$604,892$384,106,188$384,106,188
36YESKE BUIE INC.$593,479$730,600,306$13,029,151$743,629,457
37A. N. CULBERTSON & COMPANY, INC.$553,578$453,656,000$9,689,000$463,345,000
38HEMINGTON WEALTH MANAGEMENT$531,679$885,777,887$885,777,887
39HOULIHAN FINANCIAL RESOURCE GROUP, LTD.$525,551$269,607,522$269,607,522
40BERNHARDT WEALTH MANAGEMENT, INC.$516,592$489,742,150$503,501$490,245,651
41DUDLEY CAPITAL MANAGEMENT LLC$508,462$116,437,806$116,437,806
42MOS CAPITAL, INC.$496,568$150,650,604$1,299,210$151,949,814
43WOLF GROUP CAPITAL ADVISORS$491,696$296,500,373$7,367,606$303,867,979
44THE BURNEY COMPANY$485,636$2,055,696,158$2,055,696,158
45AGILI, P.C.$478,997$760,646,620$760,646,620
46PRECIPIO WEALTH MANAGEMENT LLC$427,968$214,470,487$5,077,125$219,547,612
47COURAGE MILLER PARTNERS, LLC$420,212$252,260,424$22,138,214$274,398,638
48WILLS FINANCIAL GROUP$418,146$252,978,196$252,978,196
49OAKMONT WEALTH ADVISORY, LLC$408,216$162,470,000$162,470,000
50MCLEAN ASSET MANAGEMENT CORP.$406,260$789,876,863$55,550,316$845,427,179
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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.