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
1Andersen Tax LLC$7,082,824$2,592,313,522$2,592,313,522
2Dyson Capital Advisors, LLC$43,417,734$490,816,000$2,287,919,000$2,778,735,000
3Alpha Omega Wealth Management, LLC$948,169$834,419,858$341,310,229$1,175,730,087
4The Hoerner Planning Group, LLC$983,005$681,403,902$305,533,251$986,937,153
5Bogart Wealth, LLC$351,211$1,058,890,760$252,882,707$1,311,773,467
6Heritage Wealth Advisors, LLC$2,176,790$2,456,317,155$212,427,941$2,668,745,096
7Washington Wealth Advisors, LLC$180,004$25,020,598$184,144,402$209,165,000
8Compton Wealth Advisory Group, LLC$1,500,252$379,929,454$151,159,890$531,089,344
9Omega Wealth Management LLC$293,135$19,777,573$143,498,599$163,276,172
10Birks Financial Corp.$494,444$142,400,000$142,400,000
11Alexander Randolph Advisory Inc$697,806$197,364,371$124,324,218$321,688,589
12Taylor Hoffman Wealth Management, LLC$386,235$186,178,999$91,910,291$278,089,290
13SBK Financial, Inc.$733,741$803,111,543$61,235,553$864,347,096
14Wilbanks, Smith & Thomas Asset Management, LLC$893,635$3,957,295,550$56,912,219$4,014,207,769
15MCLEAN ASSET MANAGEMENT CORP.$406,260$789,876,863$55,550,316$845,427,179
16Virginia Wealth Management Group, Inc.$705,838$150,013,423$49,738,725$199,752,148
17Clearlogic Financial, Inc.$416,911$328,044,142$48,843,613$376,887,755
18CJM Wealth Advisers, Ltd.$1,200,027$901,779,530$43,841,682$945,621,212
19FJY Financial, LLC$353,168$606,904,894$40,805,772$647,710,666
20Palladium Partners, LLC$1,152,754$2,748,493,741$40,017,470$2,788,511,211
21Rede Wealth, LLC$540,913$154,022,000$39,625,000$193,647,000
22Canal Capital Management, LLC$453,646$591,097,312$37,656,577$628,753,889
23Alpha Omega Group, Inc.$210,278$225,111,175$36,685,100$261,796,275
24Campion Asset Management, LLC$808,974$184,386,562$35,654,355$220,040,917
25Courage Miller Partners, LLC$488,139$311,718,882$35,347,635$347,066,517
26Evermay Wealth Management, LLC$716,717$703,879,450$32,905,588$736,785,038
27Redmond Asset Management, LLC$1,014,368$351,300,430$31,116,127$382,416,557
28Ategra Capital Management, LLC$1,403,361$207,378,295$29,789,699$237,167,994
29Brown | Miller Wealth Management, LLC$260,978$466,970,015$27,584,104$494,554,119
30Heritage Financial LLC$181,582$175,885,705$23,672,982$199,558,687
31Heritage Wealth Management Group, Ltd$264,875$115,634,711$21,835,200$137,469,911
32Keystone Asset Management, Inc.$1,992,366$240,000,000$21,000,000$261,000,000
33Fonville Wealth Management LLC$306,603$209,233,854$19,798,960$229,032,814
34Sullivan, Bruyette, Speros & Blayney, LLC$1,118,887$5,045,658,608$17,305,328$5,062,963,936
35Beacon Harbor Wealth Advisors, Inc.$337,439$341,457,423$16,227,819$357,685,242
36Independence Wealth Advisors Inc.$417,515$166,150,066$15,051,522$181,201,588
37Marotta Asset Management, Inc.$311,336$456,038,756$14,701,091$470,739,847
38Sage Financial Management Group, Inc.$2,303,219$249,663,718$12,903,207$262,566,925
39Professional Financial Solutions, LLC$246,874$179,788,262$12,526,501$192,314,763
40Yeske Buie Inc.$562,389$711,352,340$10,754,636$722,106,976
41Pineno Levin & Ford Asset Management, Inc.$909,351$360,306,867$10,708,425$371,015,292
42Olio Financial Planning, LLC$233,988$209,353,339$10,595,769$219,949,108
43A. N. Culbertson & Company, Inc.$605,482$485,997,000$9,893,000$495,890,000
44Godsey & Gibb Inc$705,243$1,065,037,635$8,341,962$1,073,379,597
45Azzad Asset Management, Inc.$361,021$1,056,128,038$7,439,550$1,063,567,588
46RDL Financial, Inc.$491,696$296,500,373$7,367,606$303,867,979
47Monument Capital Management, LLC$406,442$353,702,263$7,218,414$360,920,677
48Precipio Wealth Management LLC$501,502$226,962,462$5,233,059$232,195,521
49Korving & Company LLC$259,190$112,637,000$4,517,000$117,154,000
50Tull Financial Group, Inc.$279,074$226,698,940$2,979,356$229,678,296
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Showing 1 to 50 of 88 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 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.