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
12McLean Asset Management Corp.$352,421$511,213,100$25,876,500$537,089,600
13The Hoerner Planning Group$783,512$516,334,712$0$516,334,712
14CJM Wealth Advisers, Ltd.$321,190$493,076,406$20,184,455$513,260,861
15Yeske Buie Inc.$546,510$492,625,587$9,070,375$501,695,962
16Verus Financial Partners$224,790$469,810,940$0$469,810,940
17FJY Financial$291,820$339,566,815$89,408,648$428,975,463
18Sbk Financial, Inc.$459,438$359,150,792$47,451,837$406,602,629
19Heritage Wealth Advisors$575,832$338,594,787$63,911,970$402,506,757
20Wealthquest Financial Services$427,032$392,442,737$0$392,442,737
21Waypoint Advisors$4,805,704$379,650,633$0$379,650,633
22Pettyjohn, Wood & White, Inc.$499,570$364,685,929$0$364,685,929
23Evermay Wealth Management$534,338$301,161,141$42,418,280$343,579,421
24Old Dominion Capital Management Inc.$363,585$340,678,700$0$340,678,700
25PBMares Wealth Management$297,190$328,711,630$11,273,553$339,985,183
26Steigerwald, Gordon & Koch - Wealth Advisors$963,009$330,311,925$0$330,311,925
27Harbour Capital Advisors$2,803,401$327,997,878$0$327,997,878
28Toth Financial Advisory Corp$289,333$319,423,247$0$319,423,247
29Partners In Financial Planning$213,505$281,450,967$32,401,595$313,852,562
30Azzad Asset Management, Inc.$232,856$296,000,000$13,000,000$309,000,000
31A. N. Culbertson & Company, Inc.$352,236$271,470,223$7,500,437$278,970,660
32Bernhardt Wealth Management, Inc.$478,504$278,967,773$0$278,967,773
33Marotta Wealth Management, Inc.$273,989$263,655,614$8,688,978$272,344,592
34Grey Owl Capital Management$1,244,373$271,273,359$0$271,273,359
35Wolf Group Capital Advisors$374,965$253,807,084$7,918,330$261,725,414
36Hopwood Financial Services, Inc.$503,550$238,238,081$9,005,189$247,243,270
37Courage Miller Partners$385,454$181,228,025$57,367,912$238,595,937
38Pineno Levin & Ford Asset Management, Inc.$709,163$229,351,433$8,218,328$237,569,761
39Ticknor, Atherton and Associates$1,455,263$225,565,751$0$225,565,751
40Focus Wealth Management, Ltd.$528,057$210,152,587$3,182,353$213,334,940
41Fee-Only Financial Planning, L.C.$453,668$202,922,455$8,032,944$210,955,399
42Tull Financial Group, Inc.$832,776$186,541,886$0$186,541,886
43Hemington Wealth Management$346,444$173,268,925$10,000,000$183,268,925
44Houlihan Financial Resource Group, Ltd.$441,463$181,000,000$0$181,000,000
45Keystone Asset Management, Inc.$1,395,349$164,000,000$16,000,000$180,000,000
46Campion Asset Management, LLC$862,898$154,130,028$21,901,075$176,031,103
47HSC Wealth Advisors$184,495$175,639,000$0$175,639,000
48Taylor Financial Group, Inc.$200,500$172,630,642$0$172,630,642
49Covenant Wealth Management, Ltd dba Covenant Wealth Advisors$1,212,872$171,015,000$0$171,015,000
50Precipio Wealth Management$295,779$161,262,447$4,669,560$165,932,007
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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 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.