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$43,417,734$490,816,000$2,287,919,000$2,778,735,000
2Andersen Tax LLC$7,082,824$2,592,313,522$2,592,313,522
3Acima Private Wealth LLC$4,677,754$252,598,698$252,598,698
4Darrell & King, LLC$4,057,052$701,870,055$701,870,055
5Sage Financial Management Group, Inc.$2,303,219$249,663,718$12,903,207$262,566,925
6Heritage Wealth Advisors, LLC$2,176,790$2,456,317,155$212,427,941$2,668,745,096
7Keystone Asset Management, Inc.$1,992,366$240,000,000$21,000,000$261,000,000
8Harbour Capital Advisors, LLC$1,891,624$474,797,693$474,797,693
9Strategent Financial, LLC$1,786,231$189,340,534$189,340,534
10Steigerwald, Gordon & Koch Inc.$1,505,211$790,236,000$790,236,000
11Compton Wealth Advisory Group, LLC$1,500,252$379,929,454$151,159,890$531,089,344
12ALPHA FINANCIAL ADVISORS, LLC$1,423,445$145,191,400$145,191,400
13Ategra Capital Management, LLC$1,403,361$207,378,295$29,789,699$237,167,994
14CJM Wealth Advisers, Ltd.$1,200,027$901,779,530$43,841,682$945,621,212
15Palladium Partners, LLC$1,152,754$2,748,493,741$40,017,470$2,788,511,211
16Sullivan, Bruyette, Speros & Blayney, LLC$1,118,887$5,045,658,608$17,305,328$5,062,963,936
17Redmond Asset Management, LLC$1,014,368$351,300,430$31,116,127$382,416,557
18The Hoerner Planning Group, LLC$983,005$681,403,902$305,533,251$986,937,153
19Alpha Omega Wealth Management, LLC$948,169$834,419,858$341,310,229$1,175,730,087
20Pineno Levin & Ford Asset Management, Inc.$909,351$360,306,867$10,708,425$371,015,292
21Wilbanks, Smith & Thomas Asset Management, LLC$893,635$3,957,295,550$56,912,219$4,014,207,769
22Campion Asset Management, LLC$808,974$184,386,562$35,654,355$220,040,917
23Graves-Light Private Wealth Management, Inc.$808,095$822,641,188$822,641,188
24Glassman Wealth Services, LLC$787,072$1,662,297,089$1,662,297,089
25TONER ASSET MANAGEMENT GROUP, INC.$785,172$112,279,570$112,279,570
26SBK Financial, Inc.$733,741$803,111,543$61,235,553$864,347,096
27Sentinel Wealth Management, Inc.$724,679$236,969,934$236,969,934
28Evermay Wealth Management, LLC$716,717$703,879,450$32,905,588$736,785,038
29Virginia Wealth Management Group, Inc.$705,838$150,013,423$49,738,725$199,752,148
30Godsey & Gibb Inc$705,243$1,065,037,635$8,341,962$1,073,379,597
31Pettyjohn, Wood & White, Inc.$704,133$587,246,691$587,246,691
32Alexander Randolph Advisory Inc$697,806$197,364,371$124,324,218$321,688,589
33D'Orazio & Associates, Inc.$690,602$1,137,551,451$1,941,397$1,139,492,848
34A. N. Culbertson & Company, Inc.$605,482$485,997,000$9,893,000$495,890,000
35Hopwood Financial Services, Inc.$600,880$451,861,899$451,861,899
36Hemington Wealth Management, LLC$586,878$755,898,708$755,898,708
37Dudley Capital Management LLC$562,582$128,268,759$128,268,759
38Yeske Buie Inc.$562,389$711,352,340$10,754,636$722,106,976
39Rede Wealth, LLC$540,913$154,022,000$39,625,000$193,647,000
40Houlihan Financial Resource Group, Ltd.$540,610$283,279,780$283,279,780
41The Burney Company$536,246$2,085,998,868$2,085,998,868
42Bernhardt Wealth Management, Inc.$530,044$533,721,527$562,414$534,283,941
43MOS Capital, Inc$527,869$161,688,202$1,423,422$163,111,624
44Agili, P.C.$510,732$884,588,280$884,588,280
45Precipio Wealth Management LLC$501,502$226,962,462$5,233,059$232,195,521
46Birks Financial Corp.$494,444$142,400,000$142,400,000
47RDL Financial, Inc.$491,696$296,500,373$7,367,606$303,867,979
48Courage Miller Partners, LLC$488,139$311,718,882$35,347,635$347,066,517
49David Wealth Management, LLC$473,285$110,275,359$110,275,359
50YHB Wealth Advisors, LLC$471,312$101,803,457$101,803,457
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Showing 1 to 50 of 95 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 Research.

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

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.