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$227,334$14,413,000,000$0$14,413,000,000
3Wilbanks, Smith & Thomas Asset Management$665,851$2,539,445,165$22,084,622$2,561,529,787
4Palladium Registered Investment Advisors$1,111,450$1,780,507,812$31,156,163$1,811,663,975
5Wealthcare Capital Management$213,889$1,047,122,933$167,977,709$1,215,100,642
6Rembert Pendleton Jackson$283,016$8,206,037$1,123,576,148$1,131,782,185
7Dyson Capital Advisors$67,986,653$182,977,806$836,821,987$1,019,799,793
8Heritage Wealth Advisors$1,379,842$395,944,503$444,379,031$840,323,534
9Glassman Wealth Services$636,346$818,340,786$0$818,340,786
10D'Orazio & Associates, Inc.$630,803$792,287,995$0$792,287,995
11Kanawha Capital Management$902,542$731,048,555$53,260,518$784,309,073
12Davidson & Garrard Inc$581,728$694,001,940$0$694,001,940
13JoycePayne Partners, P.C.$347,351$571,393,020$0$571,393,020
14McLean Asset Management Corp.$345,482$566,244,937$0$566,244,937
15CJM Wealth Advisers, Ltd.$322,392$535,023,063$20,458,988$555,482,051
16Investment Management Of Virginia$818,438$544,028,168$5,143,790$549,171,958
17Yeske Buie Inc.$517,025$514,325,016$15,108,874$529,433,890
18The Hoerner Planning Group$767,628$364,114,054$162,479,029$526,593,083
19Verus Financial Partners$262,844$513,859,960$0$513,859,960
20SBK Financial, Inc.$452,603$406,696,114$52,696,250$459,392,364
21Wealthquest Financial Services$438,327$416,849,113$0$416,849,113
22FJY Financial$275,716$343,903,772$62,776,691$406,680,463
23Evermay Wealth Management$588,333$365,923,347$35,907,985$401,831,332
24Toth Financial Advisory Corp$340,077$389,387,714$0$389,387,714
25Pettyjohn, Wood & White, Inc.$536,999$389,324,000$0$389,324,000
26Azzad Asset Management, Inc.$215,753$371,083,906$16,623,925$387,707,831
27Flippin Bruce & Porter Inc$1,959,083$385,939,305$0$385,939,305
28PBMares Wealth Management$282,266$376,753,386$8,257,738$385,011,124
29Steigerwald, Gordon & Koch - Wealth Advisors$1,023,446$363,323,175$0$363,323,175
30Old Dominion Capital Management Inc.$371,913$346,995,249$0$346,995,249
31Hemington Wealth Management$307,692$340,000,000$0$340,000,000
32Partners In Financial Planning$222,587$337,665,163$0$337,665,163
33A. N. Culbertson & Company, Inc.$402,741$313,185,860$7,798,726$320,984,586
34Bernhardt Wealth Management, Inc.$482,585$311,750,048$0$311,750,048
35Harbour Capital Advisors$1,921,362$307,417,948$0$307,417,948
36Marotta Wealth Management, Inc.$279,766$271,414,506$11,148,689$282,563,195
37Hopwood Financial Services, Inc.$516,548$269,939,487$8,480,093$278,419,580
38Pineno Levin & Ford Asset Management, Inc.$691,409$263,825,304$8,589,920$272,415,224
39Wolf Group Capital Advisors$374,965$253,807,084$7,918,330$261,725,414
40Courage Miller Partners$381,662$194,124,847$62,351,821$256,476,668
41ClearLogic Financial$354,217$250,431,549$0$250,431,549
42Focus Wealth Management, Ltd.$516,190$247,771,205$0$247,771,205
43Fee-Only Financial Planning, L.C.$477,621$225,967,597$9,499,706$235,467,303
44Houlihan Financial Resource Group, Ltd.$434,262$203,250,000$2,590,000$205,840,000
45Keystone Asset Management, Inc.$1,477,612$175,000,000$23,000,000$198,000,000
46Tull Financial Group, Inc.$164,578$172,000,000$25,000,000$197,000,000
47HSC Wealth Advisors$179,535$193,000,000$0$193,000,000
481st Portfolio, Inc.$391,753$163,000,000$27,000,000$190,000,000
49Covenant Wealth Management, Ltd dba Covenant Wealth Advisors$1,243,871$185,734,871$845,767$186,580,638
50Precipio Wealth Management$310,097$181,043,708$5,014,726$186,058,434
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Showing 1 to 50 of 64 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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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 11, 2015.