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
1Edelman Financial Services, LLC$252,931$21,729,061,354$0$21,729,061,354
2Signature Family Wealth Advisors$24,744,924$4,404,596,410$0$4,404,596,410
3Sullivan, Bruyette, Speros & Blayney, LLC$920,376$3,432,033,649$39,624,657$3,471,658,306
4Wilbanks, Smith & Thomas Asset Management$813,248$2,900,964,839$59,258,558$2,960,223,397
5Palladium Registered Investment Advisors$1,114,915$2,212,492,839$31,831,343$2,244,324,182
6Andersen Tax LLC$7,032,960$0$2,116,921,000$2,116,921,000
7The Burney Company$433,638$1,939,227,098$0$1,939,227,098
8Pagnatokarp Partners, LLC$824,048$1,695,225,895$92,957,378$1,788,183,273
9Cary Street Partners$360,896$799,735,310$976,956,980$1,776,692,290
10Dyson Capital Advisors$45,968,514$236,609,000$1,464,226,000$1,700,835,000
11West Financial Services, Inc.$792,462$1,386,808,356$0$1,386,808,356
12Heritage Wealth Advisors$1,446,267$604,060,702$769,893,188$1,373,953,890
13Motley Fool Wealth Management, LLC$348,748$1,348,958,845$0$1,348,958,845
14Wealthcare Capital Management LLC$232,819$1,296,742,208$42,434,706$1,339,176,914
15Rembert Pendleton Jackson$310,580$20,315,222$1,307,104,670$1,327,419,892
16Glassman Wealth Services$683,529$1,098,430,530$0$1,098,430,530
17D'Orazio & Associates, Inc.$613,580$941,845,914$0$941,845,914
18Darrell & King, LLC$4,312,470$793,494,436$0$793,494,436
19Godsey & Gibb Wealth Management$627,040$771,795,732$2,598,345$774,394,077
20McLean Asset Management Corp.$394,914$687,322,542$52,352,065$739,674,607
21Old Dominion Capital Management Inc.$632,657$733,794,340$3,883,439$737,677,779
22CJM Wealth Advisers, Ltd..$369,931$707,424,504$25,408,183$732,832,687
23Hemington Wealth Management$481,644$716,686,310$0$716,686,310
24Yeske Buie Inc.$621,709$702,155,943$8,457,525$710,613,468
25Verus Financial Partners$940,095$706,011,383$0$706,011,383
26JoycePayne Partners, P.C.$2,216,485$702,625,713$0$702,625,713
27Steigerwald, Gordon & Koch - Wealth Advisors$1,384,128$609,016,192$0$609,016,192
28The Hoerner Planning Group$790,946$427,654,424$175,046,301$602,700,725
29Azzad Asset Management, Inc.$307,444$590,210,422$8,383,490$598,593,912
30Compton Wealth Advisory Group, LLC$2,496,581$564,227,328$0$564,227,328
31SBK Financial, Inc.$574,941$507,866,059$50,976,970$558,843,029
32Flippin Bruce & Porter Inc$1,416,478$553,843,000$0$553,843,000
33Toth Financial Advisory Corp$350,256$542,896,385$0$542,896,385
34Evermay Wealth Management$605,107$502,423,952$37,331,694$539,755,646
35PBMares Wealth Management$301,107$530,308,404$5,662,803$535,971,207
36FJY Financial$331,754$467,487,576$55,688,738$523,176,314
37Investment Management Of Virginia$978,526$488,807,063$2,413,186$491,220,249
38Partners In Financial Planning$284,183$478,563,672$0$478,563,672
39Pettyjohn, Wood & White, Inc.$602,765$455,690,100$0$455,690,100
40A. N. Culbertson & Company, Inc.$515,682$435,362,000$9,156,000$444,518,000
41MTX Wealth Management$551,550$430,208,650$0$430,208,650
42Bernhardt Wealth Management, Inc.$525,431$426,649,819$0$426,649,819
43ALPha Omega Investment Advisors$432,212$354,682,535$60,673,047$415,355,582
44Harbour Capital Advisors$2,042,640$392,186,807$0$392,186,807
45HaLPern Financial, Inc.$523,095$383,428,823$0$383,428,823
46Canal Capital Management$338,323$344,843,172$32,725,090$377,568,262
47Marotta Wealth Management, Inc.$312,215$346,980,225$13,940,190$360,920,415
48Pineno Levin & Ford Asset Management, Inc.$800,249$333,655,163$9,651,632$343,306,795
49ClearLogic Financial$355,700$329,733,759$0$329,733,759
50Alexander RandoLPh Advisory Inc$669,348$194,407,495$121,524,536$315,932,031
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Showing 1 to 50 of 94 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.


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