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.$605,482$485,997,000$9,893,000$495,890,000
2Acima Private Wealth LLC$4,677,754$252,598,698$252,598,698
3Advisors Financial, Inc.$353,314$233,540,286$233,540,286
4Agili, P.C.$510,732$884,588,280$884,588,280
5Alexander Randolph Advisory Inc$697,806$197,364,371$124,324,218$321,688,589
6Alpha Advisors, LLC$419,120$139,147,786$139,147,786
7ALPHA FINANCIAL ADVISORS, LLC$1,423,445$145,191,400$145,191,400
8Alpha Omega Group, Inc.$210,278$225,111,175$36,685,100$261,796,275
9Alpha Omega Wealth Management, LLC$948,169$834,419,858$341,310,229$1,175,730,087
10Andersen Tax LLC$7,082,824$2,592,313,522$2,592,313,522
11Ategra Capital Management, LLC$1,403,361$207,378,295$29,789,699$237,167,994
12Azzad Asset Management, Inc.$361,021$1,056,128,038$7,439,550$1,063,567,588
13Beacon Harbor Wealth Advisors, Inc.$337,439$341,457,423$16,227,819$357,685,242
14Beacon Wealth Consultants, Inc.$181,063$145,378,588$196,298$145,574,886
15Bernhardt Wealth Management, Inc.$530,044$533,721,527$562,414$534,283,941
16Birks Financial Corp.$494,444$142,400,000$142,400,000
17Bogart Wealth, LLC$351,211$1,058,890,760$252,882,707$1,311,773,467
18Brown | Miller Wealth Management, LLC$260,978$466,970,015$27,584,104$494,554,119
19Campion Asset Management, LLC$808,974$184,386,562$35,654,355$220,040,917
20Canal Capital Management, LLC$453,646$591,097,312$37,656,577$628,753,889
21CJM Wealth Advisers, Ltd.$1,200,027$901,779,530$43,841,682$945,621,212
22Clearlogic Financial, Inc.$416,911$328,044,142$48,843,613$376,887,755
23Compton Wealth Advisory Group, LLC$1,500,252$379,929,454$151,159,890$531,089,344
24Courage Miller Partners, LLC$488,139$311,718,882$35,347,635$347,066,517
25D'Orazio & Associates, Inc.$690,602$1,137,551,451$1,941,397$1,139,492,848
26Darrell & King, LLC$4,057,052$701,870,055$701,870,055
27David Wealth Management, LLC$473,285$110,275,359$110,275,359
28Dudley Capital Management LLC$562,582$128,268,759$128,268,759
29Dyson Capital Advisors, LLC$43,417,734$490,816,000$2,287,919,000$2,778,735,000
30Evermay Wealth Management, LLC$716,717$703,879,450$32,905,588$736,785,038
31FJY Financial, LLC$353,168$606,904,894$40,805,772$647,710,666
32Fonville Wealth Management LLC$306,603$209,233,854$19,798,960$229,032,814
33Glassman Wealth Services, LLC$787,072$1,662,297,089$1,662,297,089
34Godsey & Gibb Inc$705,243$1,065,037,635$8,341,962$1,073,379,597
35Graves-Light Private Wealth Management, Inc.$808,095$822,641,188$822,641,188
36Harbour Capital Advisors, LLC$1,891,624$474,797,693$474,797,693
37Harrison & Company Wealth Management, LLC$226,045$142,860,742$142,860,742
38Hemington Wealth Management, LLC$586,878$755,898,708$755,898,708
39Heritage Financial LLC$181,582$175,885,705$23,672,982$199,558,687
40Heritage Wealth Advisors, LLC$2,176,790$2,456,317,155$212,427,941$2,668,745,096
41Heritage Wealth Management Group, Ltd$264,875$115,634,711$21,835,200$137,469,911
42Hopwood Financial Services, Inc.$600,880$451,861,899$451,861,899
43Houlihan Financial Resource Group, Ltd.$540,610$283,279,780$283,279,780
44Independence Wealth Advisors Inc.$417,515$166,150,066$15,051,522$181,201,588
45Keystone Asset Management, Inc.$1,992,366$240,000,000$21,000,000$261,000,000
46Kinloch Capital, LLC$373,442$165,808,406$165,808,406
47Korving & Company LLC$259,190$112,637,000$4,517,000$117,154,000
48Marotta Asset Management, Inc.$311,336$456,038,756$14,701,091$470,739,847
49Mason & Associates, LLC$200,274$236,524,176$236,524,176
50MCLEAN ASSET MANAGEMENT CORP.$406,260$789,876,863$55,550,316$845,427,179
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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 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.