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

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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