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$2,901,075$2,767,625,845$0$2,767,625,845
2Wilbanks, Smith & Thomas Asset Management$668,549$1,956,551,068$41,741,378$1,998,292,446
3Palladium Registered Investment Advisors$988,505$1,415,671,765$23,591,656$1,439,263,421
4Dyson Capital Advisors$73,764,913$163,524,829$647,889,216$811,414,045
5Glassman Wealth Services$659,231$635,498,342$0$635,498,342
6D'Orazio & Associates Inc.$513,072$601,833,706$0$601,833,706
7Kanawha Capital Management$725,406$537,880,228$49,698,826$587,579,054
8Davidson & Garrard Inc.$478,803$508,967,800$0$508,967,800
9Joycepayne Partners$313,226$470,465,620$0$470,465,620
10The Hoerner Planning Group$693,820$444,738,781$0$444,738,781
11CJM Wealth Advisers, $284,317$414,229,328$19,922,327$434,151,655
12Yeske Buie Inc.$451,608$411,608,602$3,418,829$415,027,431
13Verus Financial Partners$209,313$398,322,042$0$398,322,042
14Waypoint Advisors$4,568,765$379,207,503$0$379,207,503
15FJY Financial$240,000$250,000,000$110,000,000$360,000,000
16SBK Financial Inc.$435,804$303,243,881$50,192,994$353,436,875
17Heritage Wealth Advisors$458,961$264,168,869$45,629,956$309,798,825
18Wealthquest Financial Services$342,988$302,172,769$0$302,172,769
19Evermay Wealth Management$467,033$261,782,818$33,848,804$295,631,622
20PBMares Wealth Management$250,914$274,554,381$10,233,110$284,787,491
21Old Dominion Capital Management Inc.$327,522$281,014,000$0$281,014,000
22Steigerwald, Gordon & Koch - Wealth Advisors$834,718$279,630,471$0$279,630,471
23Chao & Co.$10,692,308$57,000,000$221,000,000$278,000,000
24Grey Owl Capital Management$1,184,609$262,983,221$0$262,983,221
25Toth Financial Advisory Corp.$223,206$251,106,202$0$251,106,202
26Marotta Wealth Management Inc.$234,864$237,959,611$5,359,139$243,318,750
27Partners In Financial Planning$203,461$236,422,236$0$236,422,236
28A.N. Culbertson & Co. Inc.$298,078$225,618,464$6,584,309$232,202,773
29Courage Miller Partners$360,434$164,444,202$66,233,302$230,677,504
30The Pettyjohn Co.$481,724$230,264,011$0$230,264,011
31Wolf Group Capital Advisors$352,215$200,048,765$14,097,698$214,146,463
32Hopwood Financial Services Inc.$449,440$204,034,183$7,651,963$211,686,146
33Pineno Levin & Ford Asset Management Inc.$628,390$193,950,870$7,134,049$201,084,919
34Bernhardt Wealth Management Inc.$370,940$201,049,652$0$201,049,652
35Ticknor, Atherton and Associates$280,282$193,394,853$0$193,394,853
36Hendershot Investments Inc.$361,688$188,077,895$0$188,077,895
37Fee-Only Financial Planning$401,173$177,108,033$7,030,172$184,138,205
38Focus Wealth Management, $1,231,848$166,299,455$0$166,299,455
39Houlihan Financial Resource Group, $376,939$154,545,101$0$154,545,101
40Keystone Asset Management Inc.$1,277,311$138,000,000$14,000,000$152,000,000
41Piedmont Investment Advisors$195,883$112,161,503$36,709,200$148,870,703
42Tull Financial Group Inc.$645,787$148,531,000$0$148,531,000
43HSC Wealth Advisors$99,583$146,984,748$0$146,984,748
44Taylor Financial Group Inc.$173,354$143,364,088$0$143,364,088
45Servus Capital Management$587,359$1,939,169$136,677,658$138,616,827
46Wills Financial Group$242,662$138,317,222$0$138,317,222
47Sentinel Wealth Management Inc.$542,921$137,359,102$0$137,359,102
48Sagevest Wealth Management$1,633,488$108,296,000$22,383,000$130,679,000
49Covenant Wealth Management$1,113,860$124,845,000$2,135,000$126,980,000
50Harbour Capital Advisors$1,329,237$112,985,185$0$112,985,185
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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 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, 2012. (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.