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
1A. N. Culbertson & Company, Inc.$553,578$453,656,000$9,689,000$463,345,000
2Acima Private Wealth Llc$2,848,370$210,779,368$210,779,368
3Advisors Financial, Inc.$350,752$212,906,479$212,906,479
4Advisors Financial, Inc.$350,752$212,906,479$212,906,479
5Agili, P.C.$478,997$760,646,620$760,646,620
6Alexander Randolph Advisory Inc$683,493$185,623,217$120,581,424$306,204,641
7Alpha Advisors, Llc$388,583$129,398,054$129,398,054
8Alpha Financial Advisors, Llc$1,423,445$145,191,400$145,191,400
9Alpha Omega Investment Advisors$821,957$881,438,757$84,360,179$965,798,936
10Andersen$6,070,387$2,088,213,000$2,088,213,000
11Aog Wealth Management$169,740$172,811,821$60,071,084$232,882,905
12Ategra Capital Management, Llc$1,682,378$196,777,596$28,661,095$225,438,691
13Azzad Asset Management, Inc.$304,406$804,229,836$8,231,065$812,460,901
14Beacon Harbor Wealth Advisors$345,090$289,121,003$29,397,392$318,518,395
15Bernhardt Wealth Management, Inc.$516,592$489,742,150$503,501$490,245,651
16Birks Financial Corp.$372,857$104,400,000$104,400,000
17Brown | Miller Wealth Management, Llc$202,121$335,738,703$388,967$336,127,670
18Campion Asset Management, Llc$855,006$173,089,784$43,226,790$216,316,574
19Cary Street Partners$366,266$540,327,629$1,400,513,719$1,940,841,348
20Cjm Wealth Advisers, Ltd.$403,707$855,624,045$34,145,316$889,769,361
21Clearlogic Financial, Inc.$391,768$336,888,294$3,165,911$340,054,205
22Compton Wealth Advisory Group, Llc$1,499,876$377,891,498$139,565,839$517,457,337
23Covenant Wealth Advisors$267,712$165,798,373$18,387,740$184,186,113
24D'Orazio & Associates, Inc.$608,750$1,032,893,421$1,373,210$1,034,266,631
25Darrell & King, Llc$3,548,787$635,232,804$635,232,804
26Dudley Capital Management Llc$508,462$116,437,806$116,437,806
27Dyson Capital Advisors, Llc$52,455,426$390,915,000$2,074,490,000$2,465,405,000
28Evermay Wealth Management, Llc$682,624$625,822,168$28,131,475$653,953,643
29Evoadvisers$296,942$137,234,328$48,057,357$185,291,685
30Experiential Wealth, Inc.$6,516,055$124,036,460$19,316,741$143,353,201
31Fjy Financial$335,265$540,587,849$35,731,820$576,319,669
32Flippin Bruce & Porter Inc$1,328,206$677,385,000$677,385,000
33Glassman Wealth Services, Llc$763,903$1,454,471,398$1,454,471,398
34Godsey & Gibb Wealth Management$697,940$1,038,581,197$9,026,541$1,047,607,738
35Graves-Light Private Wealth Management, Inc.$775,915$744,102,313$744,102,313
36Halpern Financial, Inc.$642,665$554,619,599$554,619,599
37Harbour Capital Advisors, Llc$1,438,520$407,101,244$407,101,244
38Hco Private Wealth$207,595$121,027,983$121,027,983
39Hemington Wealth Management$531,679$885,777,887$885,777,887
40Heritage Financial Llc$171,617$168,528,179$168,528,179
41Heritage Wealth Advisors$1,924,890$1,144,602,421$1,124,843,372$2,269,445,793
42Hopwood Financial Services, Inc.$604,892$384,106,188$384,106,188
43Houlihan Financial Resource Group, Ltd.$525,551$269,607,522$269,607,522
44Hsc Wealth Advisors$194,712$292,067,301$292,067,301
45Hunter Lewis Llc$102,350,235$204,700,470$204,700,470
46Independence Wealth Advisors Inc.$380,778$147,001,809$19,398,341$166,400,150
47Investment Management Of Virginia, Llc$1,084,779$507,144,524$2,701,735$509,846,259
48Keystone Asset Management, Inc.$1,320,896$160,000,000$17,000,000$177,000,000
49Marotta Wealth Management, Inc.$312,146$427,317,955$15,305,323$442,623,278
50Meridian Financial Partners Llc$305,100$228,824,964$228,824,964
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Showing 1 to 50 of 93 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.