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

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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