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 |
|---|---|---|---|---|---|
| 1 | A. N. Culbertson & Company, Inc. | $605,482 | $485,997,000 | $9,893,000 | $495,890,000 |
| 2 | Acima Private Wealth LLC | $4,677,754 | $252,598,698 | — | $252,598,698 |
| 3 | Advisors Financial, Inc. | $353,314 | $233,540,286 | — | $233,540,286 |
| 4 | Agili, P.C. | $510,732 | $884,588,280 | — | $884,588,280 |
| 5 | Alexander Randolph Advisory Inc | $697,806 | $197,364,371 | $124,324,218 | $321,688,589 |
| 6 | Alpha Advisors, LLC | $419,120 | $139,147,786 | — | $139,147,786 |
| 7 | ALPHA FINANCIAL ADVISORS, LLC | $1,423,445 | $145,191,400 | — | $145,191,400 |
| 8 | Alpha Omega Group, Inc. | $210,278 | $225,111,175 | $36,685,100 | $261,796,275 |
| 9 | Alpha Omega Wealth Management, LLC | $948,169 | $834,419,858 | $341,310,229 | $1,175,730,087 |
| 10 | Andersen Tax LLC | $7,082,824 | — | $2,592,313,522 | $2,592,313,522 |
| 11 | Ategra Capital Management, LLC | $1,403,361 | $207,378,295 | $29,789,699 | $237,167,994 |
| 12 | Azzad Asset Management, Inc. | $361,021 | $1,056,128,038 | $7,439,550 | $1,063,567,588 |
| 13 | Beacon Harbor Wealth Advisors, Inc. | $337,439 | $341,457,423 | $16,227,819 | $357,685,242 |
| 14 | Beacon Wealth Consultants, Inc. | $181,063 | $145,378,588 | $196,298 | $145,574,886 |
| 15 | Bernhardt Wealth Management, Inc. | $530,044 | $533,721,527 | $562,414 | $534,283,941 |
| 16 | Birks Financial Corp. | $494,444 | — | $142,400,000 | $142,400,000 |
| 17 | Bogart Wealth, LLC | $351,211 | $1,058,890,760 | $252,882,707 | $1,311,773,467 |
| 18 | Brown | Miller Wealth Management, LLC | $260,978 | $466,970,015 | $27,584,104 | $494,554,119 |
| 19 | Campion Asset Management, LLC | $808,974 | $184,386,562 | $35,654,355 | $220,040,917 |
| 20 | Canal Capital Management, LLC | $453,646 | $591,097,312 | $37,656,577 | $628,753,889 |
| 21 | CJM Wealth Advisers, Ltd. | $1,200,027 | $901,779,530 | $43,841,682 | $945,621,212 |
| 22 | Clearlogic Financial, Inc. | $416,911 | $328,044,142 | $48,843,613 | $376,887,755 |
| 23 | Compton Wealth Advisory Group, LLC | $1,500,252 | $379,929,454 | $151,159,890 | $531,089,344 |
| 24 | Courage Miller Partners, LLC | $488,139 | $311,718,882 | $35,347,635 | $347,066,517 |
| 25 | D'Orazio & Associates, Inc. | $690,602 | $1,137,551,451 | $1,941,397 | $1,139,492,848 |
| 26 | Darrell & King, LLC | $4,057,052 | $701,870,055 | — | $701,870,055 |
| 27 | David Wealth Management, LLC | $473,285 | $110,275,359 | — | $110,275,359 |
| 28 | Dudley Capital Management LLC | $562,582 | $128,268,759 | — | $128,268,759 |
| 29 | Dyson Capital Advisors, LLC | $43,417,734 | $490,816,000 | $2,287,919,000 | $2,778,735,000 |
| 30 | Evermay Wealth Management, LLC | $716,717 | $703,879,450 | $32,905,588 | $736,785,038 |
| 31 | FJY Financial, LLC | $353,168 | $606,904,894 | $40,805,772 | $647,710,666 |
| 32 | Fonville Wealth Management LLC | $306,603 | $209,233,854 | $19,798,960 | $229,032,814 |
| 33 | Glassman Wealth Services, LLC | $787,072 | $1,662,297,089 | — | $1,662,297,089 |
| 34 | Godsey & Gibb Inc | $705,243 | $1,065,037,635 | $8,341,962 | $1,073,379,597 |
| 35 | Graves-Light Private Wealth Management, Inc. | $808,095 | $822,641,188 | — | $822,641,188 |
| 36 | Harbour Capital Advisors, LLC | $1,891,624 | $474,797,693 | — | $474,797,693 |
| 37 | Harrison & Company Wealth Management, LLC | $226,045 | $142,860,742 | — | $142,860,742 |
| 38 | Hemington Wealth Management, LLC | $586,878 | $755,898,708 | — | $755,898,708 |
| 39 | Heritage Financial LLC | $181,582 | $175,885,705 | $23,672,982 | $199,558,687 |
| 40 | Heritage Wealth Advisors, LLC | $2,176,790 | $2,456,317,155 | $212,427,941 | $2,668,745,096 |
| 41 | Heritage Wealth Management Group, Ltd | $264,875 | $115,634,711 | $21,835,200 | $137,469,911 |
| 42 | Hopwood Financial Services, Inc. | $600,880 | $451,861,899 | — | $451,861,899 |
| 43 | Houlihan Financial Resource Group, Ltd. | $540,610 | $283,279,780 | — | $283,279,780 |
| 44 | Independence Wealth Advisors Inc. | $417,515 | $166,150,066 | $15,051,522 | $181,201,588 |
| 45 | Keystone Asset Management, Inc. | $1,992,366 | $240,000,000 | $21,000,000 | $261,000,000 |
| 46 | Kinloch Capital, LLC | $373,442 | $165,808,406 | — | $165,808,406 |
| 47 | Korving & Company LLC | $259,190 | $112,637,000 | $4,517,000 | $117,154,000 |
| 48 | Marotta Asset Management, Inc. | $311,336 | $456,038,756 | $14,701,091 | $470,739,847 |
| 49 | Mason & Associates, LLC | $200,274 | $236,524,176 | — | $236,524,176 |
| 50 | MCLEAN ASSET MANAGEMENT CORP. | $406,260 | $789,876,863 | $55,550,316 | $845,427,179 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
