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$42,437,390$237,278,000$1,502,655,000$1,739,933,000
2Chao & Company, Ltd..$6,060,499$104,069,818$17,140,166$121,209,984
3Andersen Tax LLC$5,668,948$1,865,084,000$1,865,084,000
4Darrell & King, LLC$3,219,058$624,497,329$624,497,329
5Acima Private Wealth LLC$3,187,727$184,888,189$184,888,189
6SageVest Wealth Management$1,829,467$174,449,942$10,326,212$184,776,154
7Waypoint Advisors$1,763,150$169,262,419$169,262,419
8Heritage Wealth Advisors$1,594,332$818,307,686$823,853,893$1,642,161,579
9Harbour Capital Advisors$1,361,293$379,800,728$379,800,728
10Strategent Financial, LLC$1,351,825$121,664,261$121,664,261
11Keystone Asset Management, Inc.$1,320,896$160,000,000$17,000,000$177,000,000
12Steigerwald, Gordon & Koch - Wealth Advisors$1,258,801$584,083,620$584,083,620
13Flippin Bruce & Porter Inc$1,230,512$595,568,000$595,568,000
14Palladium Registered Investment Advisors$1,018,037$2,130,344,637$28,912,713$2,159,257,350
15Toner Asset Management Group, Inc.$941,777$129,965,256$129,965,256
16Investment Management Of Virginia$921,317$446,516,578$2,164,920$448,681,498
17Compton Wealth Advisory Group, LLC$907,933$440,462,659$43,465,458$483,928,117
18Montvue Capital Management, Inc.$891,526$135,512,027$135,512,027
19Sullivan, Bruyette, Speros & Blayney, LLC$842,114$3,482,647,032$35,703,491$3,518,350,523
20The Hoerner Planning Group$809,566$444,402,786$205,678,952$650,081,738
21Glassman Wealth Services$775,375$1,370,863,109$1,370,863,109
22Wilbanks, Smith & Thomas Asset Management$753,415$2,799,326,241$49,336,104$2,848,662,345
23Campion Asset Management, LLC$752,150$158,135,171$34,415,180$192,550,351
24Pineno Levin & Ford Asset Management, Inc.$734,173$309,066,334$8,096,196$317,162,530
25Pagnatokarp Partners, LLC$706,470$1,753,599,813$47,899,639$1,801,499,452
26West Financial Services, Inc.$704,345$1,464,712,188$17,229,845$1,481,942,033
27Westbourne Investments, Inc.$613,667$135,006,810$135,006,810
28Godsey & Gibb Wealth Management$609,164$819,802,662$1,959,151$821,761,813
29Evermay Wealth Management$597,371$516,218,599$35,752,661$551,971,260
30Alexander RandoLPh Advisory Inc$585,992$168,739,603$107,262,814$276,002,417
31Pettyjohn, Wood & White, Inc.$565,186$456,105,289$456,105,289
32SBK Financial, Inc.$562,445$525,224,799$49,031,518$574,256,317
33Fee-Only Financial Planning, L.C.$562,216$239,503,830$239,503,830
34Yeske Buie Inc.$548,408$652,210,554$11,363,456$663,574,010
35HaLPern Financial, Inc.$547,091$409,224,166$409,224,166
36Hopwood Financial Services, Inc.$539,154$316,483,543$316,483,543
37Sentinel Wealth Management, Inc.$528,916$185,649,534$185,649,534
38D'Orazio & Associates, Inc.$522,149$861,546,152$861,546,152
39Virginia Capital Strategies$492,666$176,867,137$176,867,137
40Wolf Group Capital Advisors$487,184$281,853,626$8,507,747$290,361,373
41Houlihan Financial Resource Group, Ltd..$481,200$250,705,326$250,705,326
42A. N. Culbertson & Company, Inc.$459,953$383,496,000$8,384,000$391,880,000
43Hemington Wealth Management$459,052$706,481,576$706,481,576
44MOS Capital, Inc.$455,341$137,968,425$137,968,425
45ALPha Omega Investment Advisors$452,520$356,715,183$59,602,942$416,318,125
46Bernhardt Wealth Management, Inc.$450,241$398,528,795$385,117$398,913,912
47MTX Wealth Management$441,445$427,760,182$427,760,182
48Dudley Capital Management LLC$431,598$104,878,272$104,878,272
49McLean Asset Management Corp.$414,997$660,405,052$83,270,140$743,675,192
50ALPha Financial Advisors, LLC$411,519$135,389,730$135,389,730
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Showing 1 to 50 of 90 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.

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