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