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

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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