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
1A. N. Culbertson & Company, Inc.$605,482$485,997,000$9,893,000$495,890,000
2Acima Private Wealth LLC$4,677,754$252,598,698$252,598,698
3Advisors Financial, Inc.$353,314$233,540,286$233,540,286
4Agili, P.C.$510,732$884,588,280$884,588,280
5Alexander Randolph Advisory Inc$697,806$197,364,371$124,324,218$321,688,589
6Alpha Advisors, LLC$419,120$139,147,786$139,147,786
7ALPHA FINANCIAL ADVISORS, LLC$1,423,445$145,191,400$145,191,400
8Alpha Omega Group, Inc.$210,278$225,111,175$36,685,100$261,796,275
9Alpha Omega Wealth Management, LLC$948,169$834,419,858$341,310,229$1,175,730,087
10Andersen Tax LLC$7,082,824$2,592,313,522$2,592,313,522
11Ategra Capital Management, LLC$1,403,361$207,378,295$29,789,699$237,167,994
12Azzad Asset Management, Inc.$361,021$1,056,128,038$7,439,550$1,063,567,588
13Beacon Harbor Wealth Advisors, Inc.$337,439$341,457,423$16,227,819$357,685,242
14Bernhardt Wealth Management, Inc.$530,044$533,721,527$562,414$534,283,941
15Birks Financial Corp.$494,444$142,400,000$142,400,000
16Bogart Wealth, LLC$351,211$1,058,890,760$252,882,707$1,311,773,467
17Brown | Miller Wealth Management, LLC$260,978$466,970,015$27,584,104$494,554,119
18Campion Asset Management, LLC$808,974$184,386,562$35,654,355$220,040,917
19Canal Capital Management, LLC$453,646$591,097,312$37,656,577$628,753,889
20CJM Wealth Advisers, Ltd.$1,200,027$901,779,530$43,841,682$945,621,212
21Clearlogic Financial, Inc.$416,911$328,044,142$48,843,613$376,887,755
22Compton Wealth Advisory Group, LLC$1,500,252$379,929,454$151,159,890$531,089,344
23Courage Miller Partners, LLC$488,139$311,718,882$35,347,635$347,066,517
24D'Orazio & Associates, Inc.$690,602$1,137,551,451$1,941,397$1,139,492,848
25David Wealth Management, LLC$473,285$110,275,359$110,275,359
26Dudley Capital Management LLC$562,582$128,268,759$128,268,759
27Dyson Capital Advisors, LLC$43,417,734$490,816,000$2,287,919,000$2,778,735,000
28Evermay Wealth Management, LLC$716,717$703,879,450$32,905,588$736,785,038
29FJY Financial, LLC$353,168$606,904,894$40,805,772$647,710,666
30Fonville Wealth Management LLC$306,603$209,233,854$19,798,960$229,032,814
31Glassman Wealth Services, LLC$787,072$1,662,297,089$1,662,297,089
32Godsey & Gibb Inc$705,243$1,065,037,635$8,341,962$1,073,379,597
33Graves-Light Private Wealth Management, Inc.$808,095$822,641,188$822,641,188
34Harbour Capital Advisors, LLC$1,891,624$474,797,693$474,797,693
35Harrison & Company Wealth Management, LLC$226,045$142,860,742$142,860,742
36Hemington Wealth Management, LLC$586,878$755,898,708$755,898,708
37Heritage Financial LLC$181,582$175,885,705$23,672,982$199,558,687
38Heritage Wealth Advisors, LLC$2,176,790$2,456,317,155$212,427,941$2,668,745,096
39Heritage Wealth Management Group, Ltd$264,875$115,634,711$21,835,200$137,469,911
40Hopwood Financial Services, Inc.$600,880$451,861,899$451,861,899
41Houlihan Financial Resource Group, Ltd.$540,610$283,279,780$283,279,780
42Independence Wealth Advisors Inc.$417,515$166,150,066$15,051,522$181,201,588
43Keystone Asset Management, Inc.$1,992,366$240,000,000$21,000,000$261,000,000
44Kinloch Capital, LLC$373,442$165,808,406$165,808,406
45Korving & Company LLC$259,190$112,637,000$4,517,000$117,154,000
46Marotta Asset Management, Inc.$311,336$456,038,756$14,701,091$470,739,847
47MCLEAN ASSET MANAGEMENT CORP.$406,260$789,876,863$55,550,316$845,427,179
48Meridian Financial Partners LLC$320,017$284,174,801$284,174,801
49Monaco Capital Management, LLC$194,631$176,766,665$1,710,203$178,476,868
50Moneywise Inc$220,642$324,785,652$324,785,652
Next Page »

Showing 1 to 50 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 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.