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 |
|---|---|---|---|---|---|
| 1 | YHB WEALTH ADVISORS, LLC | $444,272 | $102,626,884 | — | $102,626,884 |
| 2 | YESKE BUIE INC. | $675,425 | $841,241,957 | $11,144,498 | $852,386,455 |
| 3 | WOLF GROUP CAPITAL ADVISORS | $598,294 | $400,368,797 | $8,266,304 | $408,635,101 |
| 4 | WILLS FINANCIAL GROUP | $517,509 | $345,178,384 | — | $345,178,384 |
| 5 | WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC | $1,034,639 | $4,905,986,185 | $64,420,978 | $4,970,407,163 |
| 6 | WESTBOURNE INVESTMENTS, INC. | $394,599 | $211,505,231 | — | $211,505,231 |
| 7 | WEALTHWAY FINANCIAL ADVISORS | $372,065 | $205,380,000 | — | $205,380,000 |
| 8 | WASHINGTON WEALTH ADVISORS, LLC | $170,728 | $226,691,105 | $22,059,457 | $248,750,562 |
| 9 | VIRGINIA WEALTH MANAGEMENT GROUP, INC. | $833,543 | $156,543,800 | $98,520,302 | $255,064,102 |
| 10 | VERUS FINANCIAL PARTNERS | $437,688 | $983,047,963 | — | $983,047,963 |
| 11 | TULL FINANCIAL GROUP, INC. | $288,871 | $262,391,506 | $4,813,940 | $267,205,446 |
| 12 | THE LEWIS FINANCIAL GROUP | $608,928 | $265,492,656 | — | $265,492,656 |
| 13 | THE HOERNER PLANNING GROUP, LLC | $1,052,091 | $832,819,744 | $361,303,735 | $1,194,123,479 |
| 14 | THE BURNEY COMPANY | $630,921 | $2,625,894,633 | — | $2,625,894,633 |
| 15 | TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC | $424,113 | $238,477,730 | $86,393,087 | $324,870,817 |
| 16 | TAYLOR FINANCIAL GROUP, INC. | $333,461 | $316,787,879 | — | $316,787,879 |
| 17 | STRATEGENT FINANCIAL, LLC | $2,199,822 | $244,180,228 | — | $244,180,228 |
| 18 | STONY POINT WEALTH MANAGEMENT INC. | $346,572 | $380,536,016 | — | $380,536,016 |
| 19 | STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS | $535,159 | $969,172,113 | — | $969,172,113 |
| 20 | SOLITUDE FINANCIAL SERVICES, INC. | $372,780 | $190,580,367 | $283,237 | $190,863,604 |
| 21 | SENTINEL WEALTH MANAGEMENT, INC. | $848,323 | $281,643,071 | — | $281,643,071 |
| 22 | SELECTIVE WEALTH MANAGEMENT, INC. | $210,811 | $406,714,067 | $1,838,522 | $408,552,589 |
| 23 | SBK FINANCIAL, INC. | $809,977 | $956,333,988 | $67,476,336 | $1,023,810,324 |
| 24 | SANCHEZ & ZURES, LLC | $302,561 | $165,198,502 | — | $165,198,502 |
| 25 | SAGEVEST WEALTH MANAGEMENT | $742,347 | $297,681,010 | — | $297,681,010 |
| 26 | REDMOND ASSET MANAGEMENT, LLC | $1,104,857 | $399,570,118 | $30,219,256 | $429,789,374 |
| 27 | REDE WEALTH, LLC | $525,587 | $179,396,000 | $66,578,700 | $245,974,700 |
| 28 | PROFESSIONAL FINANCIAL SOLUTIONS, LLC | $313,174 | $225,596,486 | $23,689,790 | $249,286,276 |
| 29 | PRESTON WEALTH ADVISORS, LLC. | $305,728 | $215,450,717 | $15,679,637 | $231,130,354 |
| 30 | PARTNERS IN FINANCIAL PLANNING, LLC | $387,414 | $678,362,660 | — | $678,362,660 |
| 31 | PALLADIUM REGISTERED INVESTMENT ADVISORS | $1,307,009 | $3,279,070,756 | $91,706,040 | $3,370,776,796 |
| 32 | OMEGA WEALTH MANAGEMENT LLC | $351,938 | $58,459,151 | $140,385,642 | $198,844,793 |
| 33 | OLIO FINANCIAL PLANNING | $271,389 | $279,052,766 | $18,389,420 | $297,442,186 |
| 34 | MOS CAPITAL, INC. | $601,472 | $190,224,965 | $1,644,692 | $191,869,657 |
| 35 | MONUMENT WEALTH MANAGEMENT | $495,205 | $407,676,199 | $17,209,938 | $424,886,137 |
| 36 | MONTVUE CAPITAL MANAGEMENT, INC. | $481,236 | $196,599,735 | $5,519,582 | $202,119,317 |
| 37 | MONACO CAPITAL MANAGEMENT, LLC | $201,225 | $203,709,201 | $1,138,199 | $204,847,400 |
| 38 | MERIDIAN FINANCIAL PARTNERS LLC | $352,569 | $358,914,757 | — | $358,914,757 |
| 39 | MASON & ASSOCIATES, LLC | $230,905 | $306,873,063 | — | $306,873,063 |
| 40 | MAROTTA WEALTH MANAGEMENT, INC. | $330,193 | $550,852,298 | $18,731,278 | $569,583,576 |
| 41 | KORVING & COMPANY LLC | $227,507 | $134,491,897 | $4,742,136 | $139,234,033 |
| 42 | KINLOCH CAPITAL, LLC | $411,176 | $202,298,364 | — | $202,298,364 |
| 43 | KEYSTONE ASSET MANAGEMENT, INC. | $2,207,692 | $264,000,000 | $23,000,000 | $287,000,000 |
| 44 | JOSS BROWN WEALTH ADVISORS, LLC | $235,115 | $92,850,154 | $11,775,956 | $104,626,110 |
| 45 | INDEPENDENCE WEALTH ADVISORS INC. | $454,400 | $184,206,912 | $16,637,863 | $200,844,775 |
| 46 | HSC WEALTH ADVISORS | $233,632 | $356,522,643 | — | $356,522,643 |
| 47 | HOULIHAN FINANCIAL RESOURCE GROUP, LTD. | $571,721 | $313,303,141 | — | $313,303,141 |
| 48 | HOPWOOD FINANCIAL SERVICES, INC. | $552,770 | $531,765,109 | — | $531,765,109 |
| 49 | HERITAGE WEALTH MANAGEMENT GROUP, LTD | $302,081 | $138,573,135 | $21,529,839 | $160,102,974 |
| 50 | HERITAGE WEALTH ADVISORS | $2,563,914 | $3,257,547,477 | $67,848,662 | $3,325,396,139 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
