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RIA Data Center
Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.
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Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 1 | Signature | $2,960,245 | $2,504,367,594 | N/A | $2,504,367,594 |
| 2 | WilbanksSmith & Thomas Asset Management LLC | $634,698 | $1,736,366,461 | $38,883,931 | $1,775,250,392 |
| 3 | Palladium Registered Investment Advisors | $946,865 | $1,272,205,389 | $29,734,011 | $1,301,939,400 |
| 4 | Caprin Asset Management LLC | $1,648,866 | $1,139,366,091 | N/A | $1,139,366,091 |
| 5 | Rembert Pendleton Jackson | $202,651 | $4,099,145 | $713,081,913 | $717,181,058 |
| 6 | Kanawha Capital Management LLC | $702,734 | $519,339,969 | $49,171,553 | $568,511,522 |
| 7 | D'Orazio & Associates Inc. | $466,734 | $517,141,557 | N/A | $517,141,557 |
| 8 | Glassman Wealth Services LLC | $582,282 | $504,838,449 | N/A | $504,838,449 |
| 9 | Dyson Capital Advisors LLC | $82,217,872 | $158,365,859 | $334,941,375 | $493,307,234 |
| 10 | Waypoint Advisors LLC | $5,522,374 | $441,789,913 | N/A | $441,789,913 |
| 11 | Davidson & Garrard Inc. | $450,120 | $439,316,799 | N/A | $439,316,799 |
| 12 | Joycepayne PartnersP.C. | $441,714 | $349,772,306 | $83,549,521 | $433,321,827 |
| 13 | The Hoerner Planning Group LLC | $623,383 | $412,679,498 | N/A | $412,679,498 |
| 14 | Verus Financial Partners | $178,067 | $346,519,177 | N/A | $346,519,177 |
| 15 | Yeske Buie Inc. | $415,923 | $335,201,802 | $2,527,626 | $337,729,428 |
| 16 | FoxJoss & Yankee | $208,333 | N/A | $312,500,000 | $312,500,000 |
| 17 | Sbk Financial Inc. | $419,860 | $298,940,515 | N/A | $298,940,515 |
| 18 | Heritage Wealth Advisors | $481,970 | $219,175,627 | $48,799,957 | $267,975,584 |
| 19 | Old Dominion Capital Management Inc. | $296,130 | $254,376,000 | N/A | $254,376,000 |
| 20 | Toth Financial Advisory Corp | $230,423 | $235,492,600 | N/A | $235,492,600 |
| 21 | SteigerwaldGordon & Koch - Wealth Advisors | $739,826 | $227,126,459 | N/A | $227,126,459 |
| 22 | Wealthquest Financial Services LLC | $254,590 | $224,548,550 | N/A | $224,548,550 |
| 23 | The Pettyjohn Company | $473,542 | $222,091,286 | N/A | $222,091,286 |
| 24 | Courage Miller Partners LLC | $330,250 | $157,393,058 | $54,627,440 | $212,020,498 |
| 25 | Grey Owl Capital Management LLC | $991,698 | $204,289,767 | N/A | $204,289,767 |
| 26 | Marotta Wealth Management Inc. | $201,841 | $192,164,609 | $4,428,776 | $196,593,385 |
| 27 | Culbertson A N & Co Inc. | $262,078 | $190,482,641 | $6,075,535 | $196,558,176 |
| 28 | C5 Wealth Management LLC | $165,194 | $196,085,709 | N/A | $196,085,709 |
| 29 | Partners In Financial Planning LLC | $190,398 | $187,732,452 | N/A | $187,732,452 |
| 30 | Hopwood Financial Services Inc. | $430,004 | $180,049,669 | $7,432,269 | $187,481,938 |
| 31 | Fee-Only Financial PlanningL.C. | $375,790 | $177,388,224 | $7,500,538 | $184,888,762 |
| 32 | Pineno Levin & Ford Asset Management Inc. | $602,048 | $168,894,298 | $6,903,740 | $175,798,038 |
| 33 | Wolf Group Capital Advisors | $278,102 | $157,391,611 | $12,250,495 | $169,642,106 |
| 34 | Bernhardt Wealth Management Inc. | $336,173 | $162,035,325 | N/A | $162,035,325 |
| 35 | Bluemont Capital Advisors LLC | $750,894 | $103,112,319 | $56,077,235 | $159,189,554 |
| 36 | Witt Mares Financial Vision LLC | $273,902 | $151,605,603 | $683,748 | $152,289,351 |
| 37 | HuffStuart & Carlton | $152,948 | $140,100,000 | N/A | $140,100,000 |
| 38 | Houlihan Financial Resource GroupLtd. | $336,884 | $137,900,000 | $1,570,000 | $139,470,000 |
| 39 | Keystone Asset Management Inc. | $1,179,487 | $124,000,000 | $14,000,000 | $138,000,000 |
| 40 | Pbgh Financial Advisors Inc. | $221,311 | $105,000,000 | $30,000,000 | $135,000,000 |
| 41 | TicknorAtherton And Associates | $273,295 | $134,734,372 | N/A | $134,734,372 |
| 42 | Sentinel Wealth Management Inc. | $1,612,269 | $132,206,045 | N/A | $132,206,045 |
| 43 | Focus Wealth ManagementLtd. | $454,947 | $131,024,721 | N/A | $131,024,721 |
| 44 | Taylor Financial Group Inc. | $159,550 | $128,916,514 | N/A | $128,916,514 |
| 45 | Servus Capital Management | $561,404 | $500,000 | $127,500,000 | $128,000,000 |
| 46 | Wills Financial Group | $229,091 | $121,876,492 | N/A | $121,876,492 |
| 47 | Roseline Capitol Advisors LLC | $603,627 | $116,500,000 | N/A | $116,500,000 |
| 48 | Covenant Wealth ManagementLtd Dba Covenant Wealth Advisors | $1,016,368 | $107,735,000 | N/A | $107,735,000 |
| 49 | Tull Financial Group Inc. | $522,500 | $91,061,000 | $16,574,000 | $107,635,000 |
| 50 | Sagevest Wealth Management | $1,388,189 | $84,360,924 | $22,529,652 | $106,890,576 |
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*Methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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.