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
1Katz Family Financial Advisors, LLC$203,556$140,453,684$140,453,684
2Rembert Pendleton Jackson$288,009$67,042,002$1,211,142,884$1,278,184,886
3Rede Wealth, LLC$289,260$100,134,000$39,000,000$139,134,000
4Harrison & Company Wealth Management, LLC$157,285$105,538,347$105,538,347
5ALPha Advisors, LLC$322,870$109,130,217$109,130,217
6Sanchez & Zures, LLC$208,542$118,243,359$118,243,359
7Olio Financial Planning$137,955$127,700,370$5,840,061$133,540,431
8Professional Financial Solutions, LLC$201,825$130,227,577$9,839,036$140,066,613
9Capital Fiduciary Advisors, LLC$411,257$130,899,603$16,330,511$147,230,114
10Westbourne Investments, Inc.$613,667$135,006,810$135,006,810
11Selective Wealth Management LLC$140,103$136,740,971$136,740,971
12Campion Asset Management, LLC$752,150$158,135,171$34,415,180$192,550,351
13Keystone Asset Management, Inc.$1,320,896$160,000,000$17,000,000$177,000,000
14Virginia Capital Strategies$492,666$176,867,137$176,867,137
15Tull Financial Group, Inc.$224,967$180,462,258$3,110,714$183,572,972
16Wills Financial Group$353,430$206,403,391$206,403,391
17HSC Wealth Advisors$172,484$245,100,000$245,100,000
18ClearLogic Financial$392,079$307,612,424$954,098$308,566,522
19ALPha Omega Investment Advisors$452,520$356,715,183$59,602,942$416,318,125
20HaLPern Financial, Inc.$547,091$409,224,166$409,224,166
21Investment Management Of Virginia$921,317$446,516,578$2,164,920$448,681,498
22Pettyjohn, Wood & White, Inc.$565,186$456,105,289$456,105,289
23PBMares Wealth Management$318,453$534,009,297$4,494,748$538,504,045
24Toth Financial Advisory Corp$342,664$541,752,147$541,752,147
25Flippin Bruce & Porter Inc$1,230,512$595,568,000$595,568,000
26Yeske Buie Inc.$548,408$652,210,554$11,363,456$663,574,010
27McLean Asset Management Corp.$414,997$660,405,052$83,270,140$743,675,192
28Godsey & Gibb Wealth Management$609,164$819,802,662$1,959,151$821,761,813
29The Burney Company$389,195$1,684,823,900$1,684,823,900
30Wilbanks, Smith & Thomas Asset Management$753,415$2,799,326,241$49,336,104$2,848,662,345

Showing 1 to 30 of 30 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 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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 5, 2019.

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