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