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
51Beacon Harbor Wealth Advisors, Inc.$337,439$341,457,423$16,227,819$357,685,242
52Selective Wealth Management, Inc.$224,468$342,537,636$342,537,636
53Redmond Asset Management, LLC$1,014,368$351,300,430$31,116,127$382,416,557
54Monument Capital Management, LLC$406,442$353,702,263$7,218,414$360,920,677
55Pineno Levin & Ford Asset Management, Inc.$909,351$360,306,867$10,708,425$371,015,292
56Compton Wealth Advisory Group, LLC$1,500,252$379,929,454$151,159,890$531,089,344
57Hopwood Financial Services, Inc.$600,880$451,861,899$451,861,899
58Marotta Asset Management, Inc.$311,336$456,038,756$14,701,091$470,739,847
59Brown | Miller Wealth Management, LLC$260,978$466,970,015$27,584,104$494,554,119
60Harbour Capital Advisors, LLC$1,891,624$474,797,693$474,797,693
61A. N. Culbertson & Company, Inc.$605,482$485,997,000$9,893,000$495,890,000
62Dyson Capital Advisors, LLC$43,417,734$490,816,000$2,287,919,000$2,778,735,000
63Bernhardt Wealth Management, Inc.$530,044$533,721,527$562,414$534,283,941
64Pettyjohn, Wood & White, Inc.$704,133$587,246,691$587,246,691
65Canal Capital Management, LLC$453,646$591,097,312$37,656,577$628,753,889
66FJY Financial, LLC$353,168$606,904,894$40,805,772$647,710,666
67The Hoerner Planning Group, LLC$983,005$681,403,902$305,533,251$986,937,153
68Evermay Wealth Management, LLC$716,717$703,879,450$32,905,588$736,785,038
69Yeske Buie Inc.$562,389$711,352,340$10,754,636$722,106,976
70Hemington Wealth Management, LLC$586,878$755,898,708$755,898,708
71MCLEAN ASSET MANAGEMENT CORP.$406,260$789,876,863$55,550,316$845,427,179
72Steigerwald, Gordon & Koch Inc.$1,505,211$790,236,000$790,236,000
73SBK Financial, Inc.$733,741$803,111,543$61,235,553$864,347,096
74Graves-Light Private Wealth Management, Inc.$808,095$822,641,188$822,641,188
75Alpha Omega Wealth Management, LLC$948,169$834,419,858$341,310,229$1,175,730,087
76Verus Financial Partners, Inc.$421,978$855,349,922$855,349,922
77Agili, P.C.$510,732$884,588,280$884,588,280
78CJM Wealth Advisers, Ltd.$1,200,027$901,779,530$43,841,682$945,621,212
79Azzad Asset Management, Inc.$361,021$1,056,128,038$7,439,550$1,063,567,588
80Bogart Wealth, LLC$351,211$1,058,890,760$252,882,707$1,311,773,467
81Godsey & Gibb Inc$705,243$1,065,037,635$8,341,962$1,073,379,597
82D'Orazio & Associates, Inc.$690,602$1,137,551,451$1,941,397$1,139,492,848
83Glassman Wealth Services, LLC$787,072$1,662,297,089$1,662,297,089
84The Burney Company$536,246$2,085,998,868$2,085,998,868
85Heritage Wealth Advisors, LLC$2,176,790$2,456,317,155$212,427,941$2,668,745,096
86Palladium Partners, LLC$1,152,754$2,748,493,741$40,017,470$2,788,511,211
87Wilbanks, Smith & Thomas Asset Management, LLC$893,635$3,957,295,550$56,912,219$4,014,207,769
88Sullivan, Bruyette, Speros & Blayney, LLC$1,118,887$5,045,658,608$17,305,328$5,062,963,936
« Previous Page

Showing 51 to 88 of 88 entries

Page 1 | 2

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.