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
4AGILI, P.C.$478,997$760,646,620$760,646,620
5ALEXANDER RANDOLPH ADVISORY INC$683,493$185,623,217$120,581,424$306,204,641
6ALPHA ADVISORS, LLC$388,583$129,398,054$129,398,054
7ALPHA FINANCIAL ADVISORS, LLC$1,423,445$145,191,400$145,191,400
8ALPHA OMEGA INVESTMENT ADVISORS$821,957$881,438,757$84,360,179$965,798,936
9ANDERSEN$6,070,387$2,088,213,000$2,088,213,000
10AOG WEALTH MANAGEMENT$169,740$172,811,821$60,071,084$232,882,905
11ATEGRA CAPITAL MANAGEMENT, LLC$1,682,378$196,777,596$28,661,095$225,438,691
12AZZAD ASSET MANAGEMENT, INC.$304,406$804,229,836$8,231,065$812,460,901
13BEACON HARBOR WEALTH ADVISORS$345,090$289,121,003$29,397,392$318,518,395
14BEACON WEALTH CONSULTANTS, INC.$158,862$110,558,852$167,961$110,726,813
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
17BOGART WEALTH, LLC$346,811$645,727,400$301,759,902$947,487,302
18BROWN | MILLER WEALTH MANAGEMENT, LLC$202,121$335,738,703$388,967$336,127,670
19CAMPION ASSET MANAGEMENT, LLC$855,006$173,089,784$43,226,790$216,316,574
20CANAL CAPITAL MANAGEMENT, LLC$374,941$450,880,964$25,294,438$476,175,402
21CJM WEALTH ADVISERS, LTD.$403,707$855,624,045$34,145,316$889,769,361
22CLEARLOGIC FINANCIAL, INC.$374,460$282,099,469$43,306,066$325,405,535
23COMPTON WEALTH ADVISORY GROUP, LLC$1,499,876$377,891,498$139,565,839$517,457,337
24COURAGE MILLER PARTNERS, LLC$420,212$252,260,424$22,138,214$274,398,638
25COVENANT WEALTH ADVISORS$267,712$165,798,373$18,387,740$184,186,113
26D'ORAZIO & ASSOCIATES, INC.$608,750$1,032,893,421$1,373,210$1,034,266,631
27DARRELL & KING, LLC$3,548,787$635,232,804$635,232,804
28DUDLEY CAPITAL MANAGEMENT LLC$508,462$116,437,806$116,437,806
29DYSON CAPITAL ADVISORS, LLC$52,455,426$390,915,000$2,074,490,000$2,465,405,000
30EVERMAY WEALTH MANAGEMENT, LLC$682,624$625,822,168$28,131,475$653,953,643
31EXPERIENTIAL WEALTH, INC.$6,516,055$124,036,460$19,316,741$143,353,201
32FJY FINANCIAL$335,264$540,587,849$35,731,820$576,319,669
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
36HARBOUR CAPITAL ADVISORS, LLC$1,438,520$407,101,244$407,101,244
37HCO PRIVATE WEALTH$207,595$121,027,983$121,027,983
38HEMINGTON WEALTH MANAGEMENT$531,679$885,777,887$885,777,887
39HERITAGE FINANCIAL LLC$171,617$168,528,179$168,528,179
40HERITAGE WEALTH ADVISORS$1,924,890$1,144,602,421$1,124,843,372$2,269,445,793
41HOPWOOD FINANCIAL SERVICES, INC.$604,892$384,106,188$384,106,188
42HOULIHAN FINANCIAL RESOURCE GROUP, LTD.$525,551$269,607,522$269,607,522
43HSC WEALTH ADVISORS$194,712$292,067,301$292,067,301
44INDEPENDENCE WEALTH ADVISORS INC.$380,778$147,001,809$19,398,341$166,400,150
45KEYSTONE ASSET MANAGEMENT, INC.$1,609,023$196,000,000$18,000,000$214,000,000
46KINLOCH CAPITAL, LLC$256,548$103,132,149$103,132,149
47MAROTTA WEALTH MANAGEMENT, INC.$312,146$427,317,955$15,305,323$442,623,278
48MCLEAN ASSET MANAGEMENT CORP.$406,260$789,876,863$55,550,316$845,427,179
49MERIDIAN FINANCIAL PARTNERS LLC$305,100$228,824,964$228,824,964
50MILLENNIUM ADVISORY SERVICES, INC.$196,547$320,568,671$320,568,671
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Showing 1 to 50 of 90 entries

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For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Sabrina Straub.

*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.