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

Showing 1 to 30 of 30 entries

Page 1

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.