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
1Signature$3,203,618$3,133,138,169$0$3,133,138,169
2Wilbanks, Smith & Thomas Asset Management$684,314$2,280,128,133$32,852,756$2,312,980,889
3Palladium Registered Investment Advisors$1,085,501$1,665,189,989$29,277,800$1,694,467,789
4Rembert Pendleton Jackson$272,366$7,701,750$1,026,744,003$1,034,445,753
5Wealthcare Capital Management$207,811$802,522,189$139,278,940$941,801,129
6Dyson Capital Advisors$69,984,985$173,854,018$735,950,786$909,804,804
7Kanawha Capital Management$872,617$688,777,095$50,329,120$739,106,215
8Glassman Wealth Services$612,983$735,579,111$0$735,579,111
9D'Orazio & Associates, Inc.$564,995$696,639,445$0$696,639,445
10Davidson & Garrard Inc$533,588$608,824,434$0$608,824,434
11JoycePayne Partners, P.C.$337,464$545,679,822$0$545,679,822
12The Hoerner Planning Group$783,512$516,334,712$0$516,334,712
13CJM Wealth Advisers, Ltd.$321,190$493,076,406$20,184,455$513,260,861
14Yeske Buie Inc.$546,510$492,625,587$9,070,375$501,695,962
15Verus Financial Partners$224,790$469,810,940$0$469,810,940
16FJY Financial$291,820$339,566,815$89,408,648$428,975,463
17Sbk Financial, Inc.$459,438$359,150,792$47,451,837$406,602,629
18Heritage Wealth Advisors$575,832$338,594,787$63,911,970$402,506,757
19Wealthquest Financial Services$427,032$392,442,737$0$392,442,737
20Waypoint Advisors$4,805,704$379,650,633$0$379,650,633
21Pettyjohn, Wood & White, Inc.$499,570$364,685,929$0$364,685,929
22Evermay Wealth Management$534,338$301,161,141$42,418,280$343,579,421
23Old Dominion Capital Management Inc.$363,585$340,678,700$0$340,678,700
24PBMares Wealth Management$297,190$328,711,630$11,273,553$339,985,183
25Steigerwald, Gordon & Koch - Wealth Advisors$963,009$330,311,925$0$330,311,925
26Harbour Capital Advisors$2,803,401$327,997,878$0$327,997,878
27Toth Financial Advisory Corp$289,333$319,423,247$0$319,423,247
28Partners In Financial Planning$213,505$281,450,967$32,401,595$313,852,562
29Azzad Asset Management, Inc.$232,856$296,000,000$13,000,000$309,000,000
30A. N. Culbertson & Company, Inc.$352,236$271,470,223$7,500,437$278,970,660
31Bernhardt Wealth Management, Inc.$478,504$278,967,773$0$278,967,773
32Marotta Wealth Management, Inc.$273,989$263,655,614$8,688,978$272,344,592
33Grey Owl Capital Management$1,244,373$271,273,359$0$271,273,359
34Hopwood Financial Services, Inc.$503,550$238,238,081$9,005,189$247,243,270
35Courage Miller Partners$385,454$181,228,025$57,367,912$238,595,937
36Pineno Levin & Ford Asset Management, Inc.$709,163$229,351,433$8,218,328$237,569,761
37Ticknor, Atherton and Associates$1,455,263$225,565,751$0$225,565,751
38Wolf Group Capital Advisors$352,215$200,048,765$14,097,698$214,146,463
39Fee-Only Financial Planning, L.C.$453,668$202,922,455$8,032,944$210,955,399
40Focus Wealth Management, Ltd.$525,001$202,826,934$2,448,505$205,275,439
41Tull Financial Group, Inc.$832,776$186,541,886$0$186,541,886
42Hemington Wealth Management$346,444$173,268,925$10,000,000$183,268,925
43Houlihan Financial Resource Group, Ltd.$441,463$181,000,000$0$181,000,000
44Keystone Asset Management, Inc.$1,395,349$164,000,000$16,000,000$180,000,000
45HSC Wealth Advisors$184,495$175,639,000$0$175,639,000
46Taylor Financial Group, Inc.$200,500$172,630,642$0$172,630,642
47Precipio Wealth Management$295,779$161,262,447$4,669,560$165,932,007
48Canal Capital Management$282,042$124,486,721$29,226,371$153,713,092
49Servus Capital Management$614,458$2,250,000$150,750,000$153,000,000
50Sentinel Wealth Management, Inc.$587,442$152,734,883$0$152,734,883
Next Page »

Showing 1 to 50 of 56 entries

Page 1 | 2

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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2014. (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 regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% 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.