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.

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      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      1A. N. CULBERTSON & COMPANY, INC.$794,481$624,270,000$11,315,000$635,585,000
      2AGILI, P.C.$549,195$1,065,388,598$1,148,790$1,066,537,388
      3ALPHA OMEGA WEALTH MANAGEMENT, LLC$800,498$899,726,370$95,292,412$995,018,782
      4ANDERSEN$11,169,018—$3,696,945,000$3,696,945,000
      5AZZAD ASSET MANAGEMENT, INC.$951,533$1,269,942,074$7,966,705$1,277,908,779
      6BERNHARDT WEALTH MANAGEMENT, INC.$641,725$666,598,443$795,037$667,393,480
      7BOGART WEALTH, LLC$372,651$1,364,074,431$561,038,565$1,925,112,996
      8BROWN | MILLER WEALTH MANAGEMENT, LLC$316,975$575,711,694$36,049,819$611,761,513
      9CJM WEALTH ADVISERS, LTD.$485,051$1,069,164,263$61,003,551$1,130,167,814
      10COMPTON WEALTH ADVISORY GROUP, LLC$1,367,020$449,613,738$128,635,668$578,249,406
      11D'ORAZIO & ASSOCIATES, INC.$694,206$1,193,497,098$1,924,988$1,195,422,086
      12DARRELL & KING, LLC$3,760,991$868,789,030—$868,789,030
      13DYSON CAPITAL ADVISORS, LLC$49,230,473$688,717,622$2,806,645,976$3,495,363,598
      14EVERMAY WEALTH MANAGEMENT, LLC$760,443$822,332,575$34,686,974$857,019,549
      15FJY FINANCIAL$386,682$711,695,915$45,427,399$757,123,314
      16GLASSMAN WEALTH SERVICES, LLC$873,963$1,942,819,910—$1,942,819,910
      17GODSEY & GIBB WEALTH MANAGEMENT$767,833$1,195,101,909$9,628,471$1,204,730,380
      18GRAVES LIGHT LENHART$932,567$997,298,149$35,986,164$1,033,284,313
      19HARBOUR CAPITAL ADVISORS, LLC$2,064,805$578,145,484—$578,145,484
      20HEMINGTON WEALTH MANAGEMENT$657,479$934,277,138—$934,277,138
      21HERITAGE WEALTH ADVISORS$2,563,914$3,257,547,477$67,848,662$3,325,396,139
      22HOPWOOD FINANCIAL SERVICES, INC.$552,770$531,765,109—$531,765,109
      23MAROTTA WEALTH MANAGEMENT, INC.$330,193$550,852,298$18,731,278$569,583,576
      24PALLADIUM REGISTERED INVESTMENT ADVISORS$1,307,009$3,279,070,756$91,706,040$3,370,776,796
      25PARTNERS IN FINANCIAL PLANNING, LLC$387,414$678,362,660—$678,362,660
      26SBK FINANCIAL, INC.$809,977$956,333,988$67,476,336$1,023,810,324
      27STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS$535,159$969,172,113—$969,172,113
      28THE BURNEY COMPANY$630,921$2,625,894,633—$2,625,894,633
      29THE HOERNER PLANNING GROUP, LLC$1,052,091$832,819,744$361,303,735$1,194,123,479
      30VERUS FINANCIAL PARTNERS$437,688$983,047,963—$983,047,963
      31WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC$1,034,639$4,905,986,185$64,420,978$4,970,407,163
      32YESKE BUIE INC.$675,425$841,241,957$11,144,498$852,386,455

      Showing 1 to 32 of 32 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 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.