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$213,159$14,880,000,000$0$14,880,000,000
3Sullivan, Bruyette, Speros & Blayney, LLC$2,864,952$2,673,000,000$0$2,673,000,000
4Wilbanks, Smith & Thomas Asset Management$637,188$2,464,758,720$19,636,631$2,484,395,351
5Andersen Tax LLC$6,307,973$0$1,898,700,000$1,898,700,000
6Palladium Registered Investment Advisors$1,049,234$1,775,300,242$29,382,998$1,804,683,240
7The Burney Company$461,515$1,523,000,000$0$1,523,000,000
8Wealthcare Capital Management$177,975$1,301,172,948$0$1,301,172,948
9Dyson Capital Advisors$52,403,146$197,923,481$954,945,734$1,152,869,215
10Rembert Pendleton Jackson$265,454$7,220,000$1,096,539,000$1,103,759,000
11Heritage Wealth Advisors$1,521,772$398,508,850$537,380,751$935,889,601
12Motley Fool Wealth Management, LLC$260,599$836,000,000$0$836,000,000
13Glassman Wealth Services$538,947$790,096,278$0$790,096,278
14McLean Asset Management Corp.$354,103$783,984,059$0$783,984,059
15D'Orazio & Associates, Inc.$624,783$782,852,622$0$782,852,622
16Davidson & Garrard Inc$510,671$648,084,893$4,041,940$652,126,833
17JoycePayne Partners, P.C.$322,641$595,917,238$0$595,917,238
18CJM Wealth Advisers, Ltd.$315,152$547,000,988$23,108,743$570,109,731
19Verus Financial Partners$260,799$558,109,224$0$558,109,224
20Yeske Buie Inc.$510,240$508,117,133$24,063,527$532,180,660
21SBK Financial, Inc.$444,393$435,039,283$52,459,563$487,498,846
22The Hoerner Planning Group$682,279$343,177,992$140,557,659$483,735,651
23Hemington Wealth Management$426,675$416,509,453$28,939,177$445,448,630
24Azzad Asset Management, Inc.$232,407$421,621,534$18,324,997$439,946,531
25Investment Management Of Virginia$774,021$434,734,101$2,587,976$437,322,077
26Toth Financial Advisory Corp$321,814$412,887,883$0$412,887,883
27Wealthquest Financial Services$402,826$407,660,031$0$407,660,031
28Evermay Wealth Management$506,656$365,260,000$31,452,000$396,712,000
29FJY Financial$282,992$356,046,785$37,028,599$393,075,384
30PBMares Wealth Management$287,506$382,943,619$7,777,139$390,720,758
31Steigerwald, Gordon & Koch - Wealth Advisors$1,077,419$390,025,618$0$390,025,618
32Pettyjohn, Wood & White, Inc.$517,615$386,658,151$0$386,658,151
33MTX Wealth Management$532,984$375,220,658$0$375,220,658
34Flippin Bruce & Porter Inc$1,517,027$358,018,260$0$358,018,260
35Partners In Financial Planning$236,273$355,355,245$0$355,355,245
36Harbour Capital Advisors$1,565,887$319,440,865$0$319,440,865
37Old Dominion Capital Management Inc.$358,408$316,832,236$0$316,832,236
38Bernhardt Wealth Management, Inc.$1,649,974$316,795,087$0$316,795,087
39Preston Wealth Advisors$277,597$313,500,000$1,850,000$315,350,000
40A. N. Culbertson & Company, Inc.$374,198$305,968,000$7,236,000$313,204,000
41Wolf Group Capital Advisors$426,334$285,187,384$8,557,024$293,744,408
42Pineno Levin & Ford Asset Management, Inc.$648,599$260,378,145$8,141,676$268,519,821
43Alexander Randolph Advisory Inc$577,587$163,416,239$104,584,013$268,000,252
44Hopwood Financial Services, Inc.$554,515$259,870,171$7,406,134$267,276,305
45ClearLogic Financial$329,406$261,219,311$0$261,219,311
46Marotta Wealth Management, Inc.$265,166$246,812,697$11,193,563$258,006,260
47Focus Wealth Management, Ltd.$462,403$249,697,560$0$249,697,560
48Alpha Omega Investment Advisors$479,377$165,769,699$77,754,062$243,523,761
49Fee-Only Financial Planning, L.C.$467,891$221,011,529$11,998,023$233,009,552
50Courage Miller Partners$323,950$190,328,476$25,745,838$216,074,314
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Showing 1 to 50 of 72 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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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 6, 2016.