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
1A. N. Culbertson & Company, Inc.$459,953$383,496,000$8,384,000$391,880,000
2Acima Private Wealth Llc$3,187,727$184,888,189$184,888,189
3Advisors Financial, Inc.$314,190$187,885,731$187,885,731
4Agili, P.C.$411,115$649,562,422$649,562,422
5Alexander Randolph Advisory Inc$585,992$168,739,603$107,262,814$276,002,417
6Alpha Advisors, Llc$322,870$109,130,217$109,130,217
7Alpha Financial Advisors, Llc$411,519$135,389,730$135,389,730
8Alpha Omega Investment Advisors$452,520$356,715,183$59,602,942$416,318,125
10Ategra Capital Management, Llc$1,924,163$153,933,000$153,933,000
11Azzad Asset Management, Inc.$287,381$600,279,297$7,244,489$607,523,786
12Beacon Harbor Wealth Advisors$248,218$201,800,518$8,191,540$209,992,058
13Bernhardt Wealth Management, Inc.$450,241$398,528,795$385,117$398,913,912
14Birks Financial Corp.$407,949$103,211,000$103,211,000
15Campion Asset Management, Llc$752,150$158,135,171$34,415,180$192,550,351
16Canal Capital Management, Llc$323,666$361,004,314$28,366,341$389,370,655
17Cary Street Partners$286,123$455,418,160$1,162,320,164$1,617,738,324
18Cjm Wealth Advisers, Ltd.$346,659$692,383,119$26,240,684$718,623,803
19Clearlogic Financial, Inc.$392,079$307,612,424$954,098$308,566,522
20Compton Wealth Advisory Group, Llc$907,933$440,462,659$43,465,458$483,928,117
21Courage Miller Partners, Llc$306,221$214,767,851$27,453,248$242,221,099
22Covenant Wealth Advisors$251,071$149,600,126$24,140,854$173,740,980
23D'Orazio & Associates, Inc.$522,149$861,546,152$861,546,152
24Darrell & King, Llc$3,219,058$624,497,329$624,497,329
25Dudley Capital Management Llc$431,598$104,878,272$104,878,272
26Dyson Capital Advisors, Llc$42,437,390$237,278,000$1,502,655,000$1,739,933,000
27Evermay Wealth Management, Llc$597,371$516,218,599$35,752,661$551,971,260
28Evolution Advisers, Inc.$260,134$110,410,769$38,646,139$149,056,908
29Experiential Wealth, Inc.$6,060,499$104,069,818$17,140,166$121,209,984
30Fjy Financial$346,142$446,393,718$46,859,009$493,252,727
31Flippin Bruce & Porter Inc$1,230,512$595,568,000$595,568,000
32Glassman Wealth Services, Llc$775,375$1,370,863,109$1,370,863,109
33Godsey & Gibb Wealth Management$609,164$819,802,662$1,959,151$821,761,813
34Graves-Light Private Wealth Management, Inc.$2,958,131$562,044,955$562,044,955
35HaLPern Financial, Inc.$547,091$409,224,166$409,224,166
36Harbour Capital Advisors, Llc$1,361,293$379,800,728$379,800,728
37Hco Private Wealth$157,285$105,538,347$105,538,347
38Hemington Wealth Management$459,052$706,481,576$706,481,576
39Heritage Financial Llc$120,859$102,125,772$102,125,772
40Heritage Wealth Advisors$1,594,332$818,307,686$823,853,893$1,642,161,579
41Hopwood Financial Services, Inc.$539,154$316,483,543$316,483,543
42Houlihan Financial Resource Group, Ltd.$481,200$250,705,326$250,705,326
43HSC Wealth Advisors$172,484$245,100,000$245,100,000
44Hunter Lewis Llc$28,571,429$200,000,000$200,000,000
45Independence Wealth Advisors Inc.$311,505$126,948,421$17,589,732$144,538,153
46Investment Management Of Virginia$921,317$446,516,578$2,164,920$448,681,498
47Katz Family Financial Advisors, LLC$209,497$75,000,000$75,000,000
48Keystone Asset Management, Inc.$1,320,896$160,000,000$17,000,000$177,000,000
49Kinloch Capital, Llc$258,250$90,037,528$14,295,661$104,333,189
50Marotta Wealth Management, Inc.$288,056$351,256,178$14,286,629$365,542,807
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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 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. 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) not one who is an insurance company or agency.

Database last updated on January 15, 2020.


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