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$252,931$21,729,061,354$0$21,729,061,354
2Signature Family Wealth Advisors$24,744,924$4,404,596,410$0$4,404,596,410
3Sullivan, Bruyette, Speros & Blayney, LLC$920,376$3,432,033,649$39,624,657$3,471,658,306
4Wilbanks, Smith & Thomas Asset Management$813,248$2,900,964,839$59,258,558$2,960,223,397
5Palladium Registered Investment Advisors$1,114,915$2,212,492,839$31,831,343$2,244,324,182
6Andersen Tax LLC$7,032,960$0$2,116,921,000$2,116,921,000
7The Burney Company$433,638$1,939,227,098$0$1,939,227,098
8Pagnatokarp Partners, LLC$824,048$1,695,225,895$92,957,378$1,788,183,273
9Dyson Capital Advisors$45,968,514$236,609,000$1,464,226,000$1,700,835,000
10West Financial Services, Inc.$792,462$1,386,808,356$0$1,386,808,356
11Heritage Wealth Advisors$1,446,267$604,060,702$769,893,188$1,373,953,890
12Motley Fool Wealth Management, LLC$348,748$1,348,958,845$0$1,348,958,845
13Wealthcare Capital Management LLC$232,819$1,296,742,208$42,434,706$1,339,176,914
14Rembert Pendleton Jackson$310,580$20,315,222$1,307,104,670$1,327,419,892
15Glassman Wealth Services$683,529$1,098,430,530$0$1,098,430,530
16D'Orazio & Associates, Inc.$613,580$941,845,914$0$941,845,914
17Darrell & King, LLC$4,312,470$793,494,436$0$793,494,436
18Godsey & Gibb Wealth Management$627,040$771,795,732$2,598,345$774,394,077
19McLean Asset Management Corp.$394,914$687,322,542$52,352,065$739,674,607
20CJM Wealth Advisers, Ltd.$369,931$707,424,504$25,408,183$732,832,687
21Hemington Wealth Management$481,644$716,686,310$0$716,686,310
22Yeske Buie Inc.$621,709$702,155,943$8,457,525$710,613,468
23Verus Financial Partners$940,095$706,011,383$0$706,011,383
24JoycePayne Partners, P.C.$2,216,485$702,625,713$0$702,625,713
25Steigerwald, Gordon & Koch - Wealth Advisors$1,384,128$609,016,192$0$609,016,192
26The Hoerner Planning Group$790,946$427,654,424$175,046,301$602,700,725
27Azzad Asset Management, Inc.$307,444$590,210,422$8,383,490$598,593,912
28Compton Wealth Advisory Group, LLC$2,496,581$564,227,328$0$564,227,328
29SBK Financial, Inc.$574,941$507,866,059$50,976,970$558,843,029
30Flippin Bruce & Porter Inc$1,416,478$553,843,000$0$553,843,000
31Toth Financial Advisory Corp$350,256$542,896,385$0$542,896,385
32Evermay Wealth Management$605,107$502,423,952$37,331,694$539,755,646
33PBMares Wealth Management$301,107$530,308,404$5,662,803$535,971,207
34FJY Financial$331,754$467,487,576$55,688,738$523,176,314
35Investment Management Of Virginia$978,526$488,807,063$2,413,186$491,220,249
36Partners In Financial Planning$284,183$478,563,672$0$478,563,672
37Pettyjohn, Wood & White, Inc.$602,765$455,690,100$0$455,690,100
38A. N. Culbertson & Company, Inc.$515,682$435,362,000$9,156,000$444,518,000
39MTX Wealth Management$551,550$430,208,650$0$430,208,650
40Bernhardt Wealth Management, Inc.$525,431$426,649,819$0$426,649,819
41Alpha Omega Investment Advisors$432,212$354,682,535$60,673,047$415,355,582
42Harbour Capital Advisors$2,042,640$392,186,807$0$392,186,807
43Canal Capital Management$338,323$344,843,172$32,725,090$377,568,262
44Marotta Wealth Management, Inc.$312,215$346,980,225$13,940,190$360,920,415
45Old Dominion Capital Management Inc.$423,240$339,685,300$3,985,644$343,670,944
46Pineno Levin & Ford Asset Management, Inc.$800,249$333,655,163$9,651,632$343,306,795
47ClearLogic Financial$355,700$329,733,759$0$329,733,759
48Alexander Randolph Advisory Inc$669,348$194,407,495$121,524,536$315,932,031
49Hopwood Financial Services, Inc.$515,728$307,889,885$0$307,889,885
50Wolf Group Capital Advisors$459,541$269,320,932$8,701,575$278,022,507
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Showing 1 to 50 of 89 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.


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