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
51Rede Wealth, LLC$540,913$154,022,000$39,625,000$193,647,000
52Yeske Buie Inc.$562,389$711,352,340$10,754,636$722,106,976
53Dudley Capital Management LLC$562,582$128,268,759$128,268,759
54Hemington Wealth Management, LLC$586,878$755,898,708$755,898,708
55Hopwood Financial Services, Inc.$600,880$451,861,899$451,861,899
56A. N. Culbertson & Company, Inc.$605,482$485,997,000$9,893,000$495,890,000
57D'Orazio & Associates, Inc.$690,602$1,137,551,451$1,941,397$1,139,492,848
58Alexander Randolph Advisory Inc$697,806$197,364,371$124,324,218$321,688,589
59Pettyjohn, Wood & White, Inc.$704,133$587,246,691$587,246,691
60Godsey & Gibb Inc$705,243$1,065,037,635$8,341,962$1,073,379,597
61Virginia Wealth Management Group, Inc.$705,838$150,013,423$49,738,725$199,752,148
62Evermay Wealth Management, LLC$716,717$703,879,450$32,905,588$736,785,038
63Sentinel Wealth Management, Inc.$724,679$236,969,934$236,969,934
64SBK Financial, Inc.$733,741$803,111,543$61,235,553$864,347,096
65TONER ASSET MANAGEMENT GROUP, INC.$785,172$112,279,570$112,279,570
66Glassman Wealth Services, LLC$787,072$1,662,297,089$1,662,297,089
67Graves-Light Private Wealth Management, Inc.$808,095$822,641,188$822,641,188
68Campion Asset Management, LLC$808,974$184,386,562$35,654,355$220,040,917
69Wilbanks, Smith & Thomas Asset Management, LLC$893,635$3,957,295,550$56,912,219$4,014,207,769
70Pineno Levin & Ford Asset Management, Inc.$909,351$360,306,867$10,708,425$371,015,292
71Alpha Omega Wealth Management, LLC$948,169$834,419,858$341,310,229$1,175,730,087
72The Hoerner Planning Group, LLC$983,005$681,403,902$305,533,251$986,937,153
73Redmond Asset Management, LLC$1,014,368$351,300,430$31,116,127$382,416,557
74Sullivan, Bruyette, Speros & Blayney, LLC$1,118,887$5,045,658,608$17,305,328$5,062,963,936
75Palladium Partners, LLC$1,152,754$2,748,493,741$40,017,470$2,788,511,211
76CJM Wealth Advisers, Ltd.$1,200,027$901,779,530$43,841,682$945,621,212
77Ategra Capital Management, LLC$1,403,361$207,378,295$29,789,699$237,167,994
78ALPHA FINANCIAL ADVISORS, LLC$1,423,445$145,191,400$145,191,400
79Compton Wealth Advisory Group, LLC$1,500,252$379,929,454$151,159,890$531,089,344
80Steigerwald, Gordon & Koch Inc.$1,505,211$790,236,000$790,236,000
81Strategent Financial, LLC$1,786,231$189,340,534$189,340,534
82Harbour Capital Advisors, LLC$1,891,624$474,797,693$474,797,693
83Keystone Asset Management, Inc.$1,992,366$240,000,000$21,000,000$261,000,000
84Heritage Wealth Advisors, LLC$2,176,790$2,456,317,155$212,427,941$2,668,745,096
85Sage Financial Management Group, Inc.$2,303,219$249,663,718$12,903,207$262,566,925
86Acima Private Wealth LLC$4,677,754$252,598,698$252,598,698
87Andersen Tax LLC$7,082,824$2,592,313,522$2,592,313,522
88Dyson Capital Advisors, LLC$43,417,734$490,816,000$2,287,919,000$2,778,735,000
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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.