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
1Dyson Capital Advisors, Llc$42,437,390$237,278,000$1,502,655,000$1,739,933,000
2Hunter Lewis Llc$28,571,429$200,000,000$200,000,000
3Experiential Wealth, Inc.$6,060,499$104,069,818$17,140,166$121,209,984
5Darrell & King, Llc$3,219,058$624,497,329$624,497,329
6Acima Private Wealth Llc$3,187,727$184,888,189$184,888,189
7Graves-Light Private Wealth Management, Inc.$2,958,131$562,044,955$562,044,955
8Ategra Capital Management, Llc$1,924,163$153,933,000$153,933,000
9Sagevest Wealth Management$1,829,467$174,449,942$10,326,212$184,776,154
10Waypoint Advisors, Llc$1,763,150$169,262,419$169,262,419
11Heritage Wealth Advisors$1,594,332$818,307,686$823,853,893$1,642,161,579
12Harbour Capital Advisors, Llc$1,361,293$379,800,728$379,800,728
13Strategent Financial, Llc$1,351,825$121,664,261$121,664,261
14Keystone Asset Management, Inc.$1,320,896$160,000,000$17,000,000$177,000,000
15Steigerwald, Gordon & Koch - Wealth Advisors$1,258,801$584,083,620$584,083,620
16Flippin Bruce & Porter Inc$1,230,512$595,568,000$595,568,000
17Palladium Registered Investment Advisors$1,018,037$2,130,344,637$28,912,713$2,159,257,350
18Toner Asset Management Group, Inc.$941,777$129,965,256$129,965,256
19Investment Management Of Virginia$921,317$446,516,578$2,164,920$448,681,498
20Compton Wealth Advisory Group, Llc$907,933$440,462,659$43,465,458$483,928,117
21Montvue Capital Management, Inc.$891,526$135,512,027$135,512,027
22Sullivan, Bruyette, Speros & Blayney, Llc$842,114$3,482,647,032$35,703,491$3,518,350,523
23The Hoerner Planning Group, Llc$809,566$444,402,786$205,678,952$650,081,738
24Glassman Wealth Services, Llc$775,375$1,370,863,109$1,370,863,109
25Wilbanks, Smith & Thomas Asset Management, Llc$753,415$2,799,326,241$49,336,104$2,848,662,345
26Campion Asset Management, Llc$752,150$158,135,171$34,415,180$192,550,351
27Pineno Levin & Ford Asset Management, Inc.$734,173$309,066,334$8,096,196$317,162,530
28Pagnatokarp Partners, Llc$706,470$1,753,599,813$47,899,639$1,801,499,452
29West Financial Services, Inc.$704,345$1,464,712,188$17,229,845$1,481,942,033
30Westbourne Investments, Inc.$613,667$135,006,810$135,006,810
31Godsey & Gibb Wealth Management$609,164$819,802,662$1,959,151$821,761,813
32Evermay Wealth Management, Llc$597,371$516,218,599$35,752,661$551,971,260
33Alexander Randolph Advisory Inc$585,992$168,739,603$107,262,814$276,002,417
34Pettyjohn, Wood & White, Inc.$565,186$456,105,289$456,105,289
35Sbk Financial, Inc.$562,445$525,224,799$49,031,518$574,256,317
36Yeske Buie Inc.$548,408$652,210,554$11,363,456$663,574,010
37HaLPern Financial, Inc.$547,091$409,224,166$409,224,166
38Hopwood Financial Services, Inc.$539,154$316,483,543$316,483,543
39Sentinel Wealth Management, Inc.$528,916$185,649,534$185,649,534
40D'Orazio & Associates, Inc.$522,149$861,546,152$861,546,152
41Virginia Capital Strategies$492,666$176,867,137$176,867,137
42Oakmont Wealth Advisory, Llc$492,412$126,550,000$126,550,000
43Houlihan Financial Resource Group, Ltd.$481,200$250,705,326$250,705,326
44Wolf Group Capital Advisors$480,373$278,892,848$7,409,335$286,302,183
45A. N. Culbertson & Company, Inc.$459,953$383,496,000$8,384,000$391,880,000
46Hemington Wealth Management$459,052$706,481,576$706,481,576
47Mos Capital, Inc.$458,479$140,487,055$1,182,929$141,669,984
48Alpha Omega Investment Advisors$452,520$356,715,183$59,602,942$416,318,125
49Bernhardt Wealth Management, Inc.$450,241$398,528,795$385,117$398,913,912
50Dudley Capital Management Llc$431,598$104,878,272$104,878,272
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Showing 1 to 50 of 97 entries

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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 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.