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
1The Burney Company$389,195$1,684,823,900$1,684,823,900
2Flippin Bruce & Porter Inc$1,230,512$595,568,000$595,568,000
3Toth Financial Advisory Corp$342,664$541,752,147$541,752,147
4Pettyjohn, Wood & White, Inc.$565,186$456,105,289$456,105,289
5HaLPern Financial, Inc.$547,091$409,224,166$409,224,166
6HSC Wealth Advisors$172,484$245,100,000$245,100,000
7Wills Financial Group$353,430$206,403,391$206,403,391
8Virginia Capital Strategies$492,666$176,867,137$176,867,137
9Ategra Capital Management, Llc$1,924,163$153,933,000$153,933,000
10Selective Wealth Management, Inc.$140,103$136,740,971$136,740,971
11Westbourne Investments, Inc.$613,667$135,006,810$135,006,810
12Oakmont Wealth Advisory, Llc$492,412$126,550,000$126,550,000
13Sanchez & Zures, Llc$208,542$118,243,359$118,243,359
14Alpha Advisors, Llc$322,870$109,130,217$109,130,217
15Hco Private Wealth$157,285$105,538,347$105,538,347
16Clearlogic Financial, Inc.$392,079$307,612,424$954,098$308,566,522
17Godsey & Gibb Wealth Management$609,164$819,802,662$1,959,151$821,761,813
18Investment Management Of Virginia$921,317$446,516,578$2,164,920$448,681,498
19Tull Financial Group, Inc.$224,967$180,462,258$3,110,714$183,572,972
20Pbmares Wealth Management Llc$318,453$534,009,297$4,494,748$538,504,045
21Olio Financial Planning$137,955$127,700,370$5,840,061$133,540,431
22Wolf Group Capital Advisors$480,373$278,892,848$7,409,335$286,302,183
23Beacon Harbor Wealth Advisors$248,218$201,800,518$8,191,540$209,992,058
24Professional Financial Solutions, Llc$201,825$130,227,577$9,839,036$140,066,613
25Yeske Buie Inc.$548,408$652,210,554$11,363,456$663,574,010
26Kinloch Capital, Llc$258,250$90,037,528$14,295,661$104,333,189
27Keystone Asset Management, Inc.$1,320,896$160,000,000$17,000,000$177,000,000
28Covenant Wealth Advisors$251,071$149,600,126$24,140,854$173,740,980
29Campion Asset Management, Llc$752,150$158,135,171$34,415,180$192,550,351
30Rede Wealth, Llc$289,260$100,134,000$39,000,000$139,134,000
31Wilbanks, Smith & Thomas Asset Management, Llc$753,415$2,799,326,241$49,336,104$2,848,662,345
32Alpha Omega Investment Advisors$452,520$356,715,183$59,602,942$416,318,125
33Katz Family Financial Advisors, LLC$209,497$75,000,000$75,000,000
34Mclean Asset Management Corp.$414,997$660,405,052$83,270,140$743,675,192
35Heritage Financial Llc$120,859$102,125,772$102,125,772
36Rembert Pendleton Jackson$288,009$67,042,002$1,211,142,884$1,278,184,886

Showing 1 to 36 of 36 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 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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 January 15, 2020.

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