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$5,668,948$1,865,084,000$1,865,084,000
2Dudley Capital Management LLC$431,598$104,878,272$104,878,272
3Strategent Financial, LLC$1,351,825$121,664,261$121,664,261
4Independence Wealth Advisors Inc.$311,505$126,948,421$17,589,732$144,538,153
5Toner Asset Management Group, Inc.$941,777$129,965,256$129,965,256
6ALPha Financial Advisors, LLC$411,519$135,389,730$135,389,730
7Montvue Capital Management, Inc.$891,526$135,512,027$135,512,027
8MOS Capital, Inc.$455,341$137,968,425$137,968,425
9Alexander RandoLPh Advisory Inc$585,992$168,739,603$107,262,814$276,002,417
10SageVest Wealth Management$1,829,467$174,449,942$10,326,212$184,776,154
11Precipio Wealth Management$348,731$178,694,615$4,737,818$183,432,433
12Acima Private Wealth LLC$3,187,727$184,888,189$184,888,189
13Sentinel Wealth Management, Inc.$528,916$185,649,534$185,649,534
14Advisors Financial, Inc.$314,190$187,885,731$187,885,731
15Courage Miller Partners$306,221$214,767,851$27,453,248$242,221,099
16Dyson Capital Advisors$42,437,390$237,278,000$1,502,655,000$1,739,933,000
17Fee-Only Financial Planning, L.C.$562,216$239,503,830$239,503,830
18Houlihan Financial Resource Group, Ltd..$481,200$250,705,326$250,705,326
19Pineno Levin & Ford Asset Management, Inc.$734,173$309,066,334$8,096,196$317,162,530
20Hopwood Financial Services, Inc.$539,154$316,483,543$316,483,543
21Marotta Wealth Management, Inc.$288,056$351,256,178$14,286,629$365,542,807
22Canal Capital Management$323,666$361,004,314$28,366,341$389,370,655
23Harbour Capital Advisors$1,361,293$379,800,728$379,800,728
24A. N. Culbertson & Company, Inc.$459,953$383,496,000$8,384,000$391,880,000
25Bernhardt Wealth Management, Inc.$450,241$398,528,795$385,117$398,913,912
26MTX Wealth Management$441,445$427,760,182$427,760,182
27Compton Wealth Advisory Group, LLC$907,933$440,462,659$43,465,458$483,928,117
28The Hoerner Planning Group$809,566$444,402,786$205,678,952$650,081,738
29FJY Financial$346,142$446,393,718$46,859,009$493,252,727
30Partners In Financial Planning$275,203$479,679,459$479,679,459
31Evermay Wealth Management$597,371$516,218,599$35,752,661$551,971,260
32SBK Financial, Inc.$562,445$525,224,799$49,031,518$574,256,317
33Steigerwald, Gordon & Koch - Wealth Advisors$1,258,801$584,083,620$584,083,620
34JoycePayne Partners, P.C.$411,115$649,562,422$649,562,422
35Verus Financial Partners$325,099$656,050,742$656,050,742
36Hemington Wealth Management$459,052$706,481,576$706,481,576
37Heritage Wealth Advisors$1,594,332$818,307,686$823,853,893$1,642,161,579
38D'Orazio & Associates, Inc.$522,149$861,546,152$861,546,152
39Glassman Wealth Services$775,375$1,370,863,109$1,370,863,109
40West Financial Services, Inc.$704,345$1,464,712,188$17,229,845$1,481,942,033
41Pagnatokarp Partners, LLC$706,470$1,753,599,813$47,899,639$1,801,499,452
42Palladium Registered Investment Advisors$1,018,037$2,130,344,637$28,912,713$2,159,257,350
43Sullivan, Bruyette, Speros & Blayney, LLC$842,114$3,482,647,032$35,703,491$3,518,350,523

Showing 1 to 43 of 43 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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.

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