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
1Birks Financial Corp.$407,949$103,211,000$103,211,000
2Dudley Capital Management Llc$431,598$104,878,272$104,878,272
3Strategent Financial, Llc$1,351,825$121,664,261$121,664,261
4Toner Asset Management Group, Inc.$941,777$129,965,256$129,965,256
5Alpha Financial Advisors, Llc$411,519$135,389,730$135,389,730
6Montvue Capital Management, Inc.$891,526$135,512,027$135,512,027
7Mos Capital, Inc.$458,479$140,487,055$1,182,929$141,669,984
8Independence Wealth Advisors Inc.$311,505$126,948,421$17,589,732$144,538,153
9Precipio Wealth Management Llc$348,731$178,694,615$4,737,818$183,432,433
10Sagevest Wealth Management$1,829,467$174,449,942$10,326,212$184,776,154
11Acima Private Wealth Llc$3,187,727$184,888,189$184,888,189
12Sentinel Wealth Management, Inc.$528,916$185,649,534$185,649,534
13Advisors Financial, Inc.$314,190$187,885,731$187,885,731
14Courage Miller Partners, Llc$306,221$214,767,851$27,453,248$242,221,099
15Houlihan Financial Resource Group, Ltd.$481,200$250,705,326$250,705,326
16Alexander Randolph Advisory Inc$585,992$168,739,603$107,262,814$276,002,417
17Monument Wealth Management$214,207$276,481,195$14,198,108$290,679,303
18Hopwood Financial Services, Inc.$539,154$316,483,543$316,483,543
19Pineno Levin & Ford Asset Management, Inc.$734,173$309,066,334$8,096,196$317,162,530
20Marotta Wealth Management, Inc.$288,056$351,256,178$14,286,629$365,542,807
21Harbour Capital Advisors, Llc$1,361,293$379,800,728$379,800,728
22Canal Capital Management, Llc$323,666$361,004,314$28,366,341$389,370,655
23A. N. Culbertson & Company, Inc.$459,953$383,496,000$8,384,000$391,880,000
24Bernhardt Wealth Management, Inc.$450,241$398,528,795$385,117$398,913,912
25Partners In Financial Planning, Llc$275,203$479,679,459$479,679,459
26Compton Wealth Advisory Group, Llc$907,933$440,462,659$43,465,458$483,928,117
27Fjy Financial$346,142$446,393,718$46,859,009$493,252,727
28Evermay Wealth Management, Llc$597,371$516,218,599$35,752,661$551,971,260
29Graves-Light Private Wealth Management, Inc.$2,958,131$562,044,955$562,044,955
30Sbk Financial, Inc.$562,445$525,224,799$49,031,518$574,256,317
31Steigerwald, Gordon & Koch - Wealth Advisors$1,258,801$584,083,620$584,083,620
32Agili, P.C.$411,115$649,562,422$649,562,422
33The Hoerner Planning Group, Llc$809,566$444,402,786$205,678,952$650,081,738
34Verus Financial Partners$325,099$656,050,742$656,050,742
35Hemington Wealth Management$459,052$706,481,576$706,481,576
36D'Orazio & Associates, Inc.$522,149$861,546,152$861,546,152
37Glassman Wealth Services, Llc$775,375$1,370,863,109$1,370,863,109
38West Financial Services, Inc.$704,345$1,464,712,188$17,229,845$1,481,942,033
39Heritage Wealth Advisors$1,594,332$818,307,686$823,853,893$1,642,161,579
40Dyson Capital Advisors, Llc$42,437,390$237,278,000$1,502,655,000$1,739,933,000
41Pagnatokarp Partners, Llc$706,470$1,753,599,813$47,899,639$1,801,499,452
43Palladium Registered Investment Advisors$1,018,037$2,130,344,637$28,912,713$2,159,257,350
44Sullivan, Bruyette, Speros & Blayney, Llc$842,114$3,482,647,032$35,703,491$3,518,350,523

Showing 1 to 44 of 44 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 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. 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) not one who is an insurance company or agency.

Database last updated on January 15, 2020.


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