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