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
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
11Rembert Pendleton Jackson$285,134$11,565,000$1,205,387,000$1,216,952,000
12Heritage Wealth Advisors$1,732,333$482,409,245$610,693,002$1,093,102,247
13Motley Fool Wealth Management, LLC$291,963$1,049,022,107$0$1,049,022,107
14Glassman Wealth Services$673,112$953,127,089$0$953,127,089
15McLean Asset Management Corp.$351,307$934,828,804$0$934,828,804
16D'Orazio & Associates, Inc.$664,725$811,628,732$0$811,628,732
17Davidson & Garrard Inc$511,818$679,609,269$5,202,890$684,812,159
18Darrell & King, LLC$3,553,941$671,100,621$594,299$671,694,920
19CJM Wealth Advisers, Ltd.$314,729$598,312,223$27,054,415$625,366,638
20JoycePayne Partners, P.C.$330,720$612,493,314$0$612,493,314
21Verus Financial Partners$280,913$605,366,795$0$605,366,795
22Yeske Buie Inc.$505,966$578,408,678$24,702,519$603,111,197
23Hemington Wealth Management$353,943$585,604,178$12,912,634$598,516,812
24SBK Financial, Inc.$467,405$495,270,108$50,192,049$545,462,157
25The Hoerner Planning Group$709,988$378,344,616$152,016,397$530,361,013
26Steigerwald, Gordon & Koch - Wealth Advisors$1,243,924$511,252,924$0$511,252,924
27Azzad Asset Management, Inc.$282,775$480,932,977$7,418,958$488,351,935
28Flippin Bruce & Porter Inc$1,490,916$484,547,672$0$484,547,672
29Investment Management Of Virginia$918,743$481,971,242$2,206,273$484,177,515
30Wealthquest Financial Services$450,506$466,724,094$0$466,724,094
31Toth Financial Advisory Corp$297,242$460,724,496$0$460,724,496
32PBMares Wealth Management$320,716$447,576,404$8,482,155$456,058,559
33FJY Financial$299,349$399,215,485$39,031,715$438,247,200
34Evermay Wealth Management$522,926$398,525,164$28,705,580$427,230,744
35Pettyjohn, Wood & White, Inc.$558,365$421,007,108$0$421,007,108
36Partners In Financial Planning$263,551$410,349,221$0$410,349,221
37MTX Wealth Management$559,261$389,245,397$0$389,245,397
38A. N. Culbertson & Company, Inc.$424,049$356,778,000$7,904,000$364,682,000
39Alpha Omega Investment Advisors$442,577$302,132,341$51,486,328$353,618,669
40Bernhardt Wealth Management, Inc.$468,778$345,489,260$0$345,489,260
41Harbour Capital Advisors$1,715,513$322,516,353$0$322,516,353
42Old Dominion Capital Management Inc.$369,302$310,952,678$0$310,952,678
43Marotta Wealth Management, Inc.$291,064$284,883,468$22,771,649$307,655,117
44Pineno Levin & Ford Asset Management, Inc.$734,597$288,928,381$8,583,302$297,511,683
45Focus Wealth Management, Ltd.$485,591$294,753,984$0$294,753,984
46Hopwood Financial Services, Inc.$481,871$284,430,768$8,547,030$292,977,798
47ClearLogic Financial$340,597$285,760,564$0$285,760,564
48Alexander Randolph Advisory Inc$593,218$166,616,656$109,229,548$275,846,204
49Canal Capital Management$256,475$260,611,646$14,586,275$275,197,921
50Wolf Group Capital Advisors$388,693$250,064,260$12,303,747$262,368,007
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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 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. 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) nor one who is an insurance company or agency.

Database last updated on June 5, 2017.