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
1Edelman Financial Services, LLC$231,608$17,783,062,724$0$17,783,062,724
2Signature Family Wealth Advisors$3,377,024$3,542,498,638$0$3,542,498,638
3Sullivan, Bruyette, Speros & Blayney, LLC$3,075,393$2,937,000,000$0$2,937,000,000
4Wilbanks, Smith & Thomas Asset Management$673,693$2,645,060,787$38,931,156$2,683,991,943
5Palladium Registered Investment Advisors$1,072,276$1,946,209,729$31,066,345$1,977,276,074
6Andersen Tax LLC$6,238,339$0$1,952,600,000$1,952,600,000
7The Burney Company$387,378$1,733,518,165$0$1,733,518,165
8Wealthcare Capital Management LLC$206,246$1,483,789,398$48,208,880$1,531,998,278
9Pagnatokarp Partners, LLC$737,607$1,512,017,853$1,552,437$1,513,570,290
10Dyson Capital Advisors$52,152,385$200,245,000$1,155,717,000$1,355,962,000
11Motley Fool Wealth Management, LLC$318,478$1,201,935,670$0$1,201,935,670
12Heritage Wealth Advisors$1,732,333$482,409,245$610,693,002$1,093,102,247
13Glassman Wealth Services$613,628$893,168,197$100,294,800$993,462,997
14McLean Asset Management Corp.$351,307$934,828,804$0$934,828,804
15D'Orazio & Associates, Inc.$664,725$811,628,732$0$811,628,732
16Davidson & Garrard Inc$511,818$679,609,269$5,202,890$684,812,159
17Darrell & King, LLC$3,553,941$671,100,621$594,299$671,694,920
18CJM Wealth Advisers, Ltd.$314,729$598,312,223$27,054,415$625,366,638
19JoycePayne Partners, P.C.$330,720$612,493,314$0$612,493,314
20Verus Financial Partners$280,913$605,366,795$0$605,366,795
21Hemington Wealth Management$353,943$585,604,178$12,912,634$598,516,812
22SBK Financial, Inc.$467,405$495,270,108$50,192,049$545,462,157
23The Hoerner Planning Group$709,988$378,344,616$152,016,397$530,361,013
24Steigerwald, Gordon & Koch - Wealth Advisors$1,243,924$511,252,924$0$511,252,924
25Azzad Asset Management, Inc.$282,775$480,932,977$7,418,958$488,351,935
26Flippin Bruce & Porter Inc$1,490,916$484,547,672$0$484,547,672
27Investment Management Of Virginia$918,743$481,971,242$2,206,273$484,177,515
28Wealthquest Financial Services$450,506$466,724,094$0$466,724,094
29Toth Financial Advisory Corp$297,242$460,724,496$0$460,724,496
30PBMares Wealth Management$320,716$447,576,404$8,482,155$456,058,559
31FJY Financial$299,349$399,215,485$39,031,715$438,247,200
32Evermay Wealth Management$522,926$398,525,164$28,705,580$427,230,744
33Pettyjohn, Wood & White, Inc.$558,365$421,007,108$0$421,007,108
34Partners In Financial Planning$263,551$410,349,221$0$410,349,221
35MTX Wealth Management$559,261$389,245,397$0$389,245,397
36A. N. Culbertson & Company, Inc.$424,049$356,778,000$7,904,000$364,682,000
37Alpha Omega Investment Advisors$442,577$302,132,341$51,486,328$353,618,669
38Bernhardt Wealth Management, Inc.$468,778$345,489,260$0$345,489,260
39Canal Capital Management$300,661$324,096,152$18,056,507$342,152,659
40Harbour Capital Advisors$1,715,513$322,516,353$0$322,516,353
41Old Dominion Capital Management Inc.$369,302$310,952,678$0$310,952,678
42Marotta Wealth Management, Inc.$291,064$284,883,468$22,771,649$307,655,117
43Pineno Levin & Ford Asset Management, Inc.$734,597$288,928,381$8,583,302$297,511,683
44Hopwood Financial Services, Inc.$481,871$284,430,768$8,547,030$292,977,798
45ClearLogic Financial$340,597$285,760,564$0$285,760,564
46Wolf Group Capital Advisors$459,541$269,320,932$8,701,575$278,022,507
47Alexander Randolph Advisory Inc$593,218$166,616,656$109,229,548$275,846,204
48Fee-Only Financial Planning, L.C.$504,727$225,950,347$12,280,970$238,231,317
49Houlihan Financial Resource Group, Ltd.$437,091$223,326,114$2,650,000$225,976,114
50Courage Miller Partners$293,238$196,996,099$22,346,163$219,342,262
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Showing 1 to 50 of 80 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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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) nor one who is an insurance company or agency.

Database last updated on December 11, 2017.


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