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 |
|---|---|---|---|---|---|
| 1 | DYSON CAPITAL ADVISORS, LLC | $49,230,473 | $688,717,622 | $2,806,645,976 | $3,495,363,598 |
| 2 | THE HOERNER PLANNING GROUP, LLC | $1,052,091 | $832,819,744 | $361,303,735 | $1,194,123,479 |
| 3 | OMEGA WEALTH MANAGEMENT LLC | $351,938 | $58,459,151 | $140,385,642 | $198,844,793 |
| 4 | ALEXANDER RANDOLPH ADVISORY INC | $742,445 | $217,099,043 | $137,047,140 | $354,146,183 |
| 5 | COMPTON WEALTH ADVISORY GROUP, LLC | $1,367,020 | $449,613,738 | $128,635,668 | $578,249,406 |
| 6 | VIRGINIA WEALTH MANAGEMENT GROUP, INC. | $833,543 | $156,543,800 | $98,520,302 | $255,064,102 |
| 7 | PALLADIUM REGISTERED INVESTMENT ADVISORS | $1,307,009 | $3,279,070,756 | $91,706,040 | $3,370,776,796 |
| 8 | TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC | $424,113 | $238,477,730 | $86,393,087 | $324,870,817 |
| 9 | HERITAGE WEALTH ADVISORS | $2,563,914 | $3,257,547,477 | $67,848,662 | $3,325,396,139 |
| 10 | REDE WEALTH, LLC | $525,587 | $179,396,000 | $66,578,700 | $245,974,700 |
| 11 | WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC | $1,034,639 | $4,905,986,185 | $64,420,978 | $4,970,407,163 |
| 12 | CLEARLOGIC FINANCIAL, INC. | $452,287 | $364,244,717 | $47,788,963 | $412,033,680 |
| 13 | COURAGE MILLER PARTNERS, LLC | $507,152 | $375,034,239 | $42,351,496 | $417,385,735 |
| 14 | BROWN | MILLER WEALTH MANAGEMENT, LLC | $316,975 | $575,711,694 | $36,049,819 | $611,761,513 |
| 15 | GRAVES LIGHT LENHART | $932,567 | $997,298,149 | $35,986,164 | $1,033,284,313 |
| 16 | HERITAGE FINANCIAL LLC | $200,082 | $209,627,579 | $30,670,900 | $240,298,479 |
| 17 | REDMOND ASSET MANAGEMENT, LLC | $1,104,857 | $399,570,118 | $30,219,256 | $429,789,374 |
| 18 | PROFESSIONAL FINANCIAL SOLUTIONS, LLC | $313,174 | $225,596,486 | $23,689,790 | $249,286,276 |
| 19 | KEYSTONE ASSET MANAGEMENT, INC. | $2,207,692 | $264,000,000 | $23,000,000 | $287,000,000 |
| 20 | WASHINGTON WEALTH ADVISORS, LLC | $170,728 | $226,691,105 | $22,059,457 | $248,750,562 |
| 21 | HERITAGE WEALTH MANAGEMENT GROUP, LTD | $302,081 | $138,573,135 | $21,529,839 | $160,102,974 |
| 22 | INDEPENDENCE WEALTH ADVISORS INC. | $454,400 | $184,206,912 | $16,637,863 | $200,844,775 |
| 23 | PRESTON WEALTH ADVISORS, LLC. | $305,728 | $215,450,717 | $15,679,637 | $231,130,354 |
| 24 | COVENANT WEALTH ADVISORS | $381,080 | $272,728,556 | $14,986,865 | $287,715,421 |
| 25 | JOSS BROWN WEALTH ADVISORS, LLC | $235,115 | $92,850,154 | $11,775,956 | $104,626,110 |
| 26 | GRAND STRATEGY CAPITAL, LLC | $751,172 | $107,083,287 | $11,601,933 | $118,685,220 |
| 27 | WOLF GROUP CAPITAL ADVISORS | $598,294 | $400,368,797 | $8,266,304 | $408,635,101 |
| 28 | MONTVUE CAPITAL MANAGEMENT, INC. | $481,236 | $196,599,735 | $5,519,582 | $202,119,317 |
| 29 | TULL FINANCIAL GROUP, INC. | $288,871 | $262,391,506 | $4,813,940 | $267,205,446 |
| 30 | KORVING & COMPANY LLC | $227,507 | $134,491,897 | $4,742,136 | $139,234,033 |
| 31 | D'ORAZIO & ASSOCIATES, INC. | $694,206 | $1,193,497,098 | $1,924,988 | $1,195,422,086 |
| 32 | ACIMA PRIVATE WEALTH LLC | $4,874,778 | $305,244,721 | $1,866,289 | $307,111,010 |
| 33 | MONACO CAPITAL MANAGEMENT, LLC | $201,225 | $203,709,201 | $1,138,199 | $204,847,400 |
| 34 | BERNHARDT WEALTH MANAGEMENT, INC. | $641,725 | $666,598,443 | $795,037 | $667,393,480 |
| 35 | SOLITUDE FINANCIAL SERVICES, INC. | $372,780 | $190,580,367 | $283,237 | $190,863,604 |
| 36 | 8TH STREET INVESTMENTS, LLC | $852,653 | $164,533,124 | $28,926 | $164,562,050 |
| 37 | STONY POINT WEALTH MANAGEMENT INC. | $346,572 | $380,536,016 | — | $380,536,016 |
| 38 | SAGEVEST WEALTH MANAGEMENT | $742,347 | $297,681,010 | — | $297,681,010 |
| 39 | ADVISORS FINANCIAL, INC. | $357,714 | $257,196,040 | — | $257,196,040 |
| 40 | HOULIHAN FINANCIAL RESOURCE GROUP, LTD. | $571,721 | $313,303,141 | — | $313,303,141 |
| 41 | WESTBOURNE INVESTMENTS, INC. | $394,599 | $211,505,231 | — | $211,505,231 |
| 42 | MERIDIAN FINANCIAL PARTNERS LLC | $352,569 | $358,914,757 | — | $358,914,757 |
| 43 | WILLS FINANCIAL GROUP | $517,509 | $345,178,384 | — | $345,178,384 |
| 44 | WEALTHWAY FINANCIAL ADVISORS | $372,065 | $205,380,000 | — | $205,380,000 |
| 45 | ALPHA ADVISORS, LLC | $471,013 | $157,789,370 | — | $157,789,370 |
| 46 | BEACON HARBOR WEALTH ADVISORS | $387,953 | $405,410,468 | — | $405,410,468 |
| 47 | SENTINEL WEALTH MANAGEMENT, INC. | $848,323 | $281,643,071 | — | $281,643,071 |
| 48 | THE BURNEY COMPANY | $630,921 | $2,625,894,633 | — | $2,625,894,633 |
| 49 | HSC WEALTH ADVISORS | $233,632 | $356,522,643 | — | $356,522,643 |
| 50 | KINLOCH CAPITAL, LLC | $411,176 | $202,298,364 | — | $202,298,364 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
