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
1Sullivan, Bruyette, Speros & Blayney, LLC$842,114$3,482,647,032$35,703,491$3,518,350,523
2Wilbanks, Smith & Thomas Asset Management$753,415$2,799,326,241$49,336,104$2,848,662,345
3Palladium Registered Investment Advisors$1,018,037$2,130,344,637$28,912,713$2,159,257,350
4Andersen Tax LLC$5,668,948$1,865,084,000$1,865,084,000
5Pagnatokarp Partners, LLC$706,470$1,753,599,813$47,899,639$1,801,499,452
6Dyson Capital Advisors$42,437,390$237,278,000$1,502,655,000$1,739,933,000
7The Burney Company$389,195$1,684,823,900$1,684,823,900
8Heritage Wealth Advisors$1,594,332$818,307,686$823,853,893$1,642,161,579
9Cary Street Partners$286,123$455,418,160$1,162,320,164$1,617,738,324
10Motley Fool Wealth Management, LLC$331,029$1,509,494,032$1,509,494,032
11West Financial Services, Inc.$704,345$1,464,712,188$17,229,845$1,481,942,033
12Glassman Wealth Services$775,375$1,370,863,109$1,370,863,109
13Rembert Pendleton Jackson$288,009$67,042,002$1,211,142,884$1,278,184,886
14Wealthcare Capital Management LLC$209,481$1,238,276,613$25,731,983$1,264,008,596
15D'Orazio & Associates, Inc.$522,149$861,546,152$861,546,152
16Godsey & Gibb Wealth Management$609,164$819,802,662$1,959,151$821,761,813
17McLean Asset Management Corp.$414,997$660,405,052$83,270,140$743,675,192
18CJM Wealth Advisers, Ltd..$346,659$692,383,119$26,240,684$718,623,803
19Hemington Wealth Management$459,052$706,481,576$706,481,576
20Yeske Buie Inc.$548,408$652,210,554$11,363,456$663,574,010
21Verus Financial Partners$325,099$656,050,742$656,050,742
22The Hoerner Planning Group$809,566$444,402,786$205,678,952$650,081,738
23JoycePayne Partners, P.C.$411,115$649,562,422$649,562,422
24Darrell & King, LLC$3,219,058$624,497,329$624,497,329
25Azzad Asset Management, Inc.$287,381$600,279,297$7,244,489$607,523,786
26Flippin Bruce & Porter Inc$1,230,512$595,568,000$595,568,000
27Steigerwald, Gordon & Koch - Wealth Advisors$1,258,801$584,083,620$584,083,620
28SBK Financial, Inc.$562,445$525,224,799$49,031,518$574,256,317
29Evermay Wealth Management$597,371$516,218,599$35,752,661$551,971,260
30Toth Financial Advisory Corp$342,664$541,752,147$541,752,147
31PBMares Wealth Management$318,453$534,009,297$4,494,748$538,504,045
32FJY Financial$346,142$446,393,718$46,859,009$493,252,727
33Compton Wealth Advisory Group, LLC$907,933$440,462,659$43,465,458$483,928,117
34Partners In Financial Planning$275,203$479,679,459$479,679,459
35Pettyjohn, Wood & White, Inc.$565,186$456,105,289$456,105,289
36Investment Management Of Virginia$921,317$446,516,578$2,164,920$448,681,498
37MTX Wealth Management$441,445$427,760,182$427,760,182
38ALPha Omega Investment Advisors$452,520$356,715,183$59,602,942$416,318,125
39HaLPern Financial, Inc.$547,091$409,224,166$409,224,166
40Bernhardt Wealth Management, Inc.$450,241$398,528,795$385,117$398,913,912
41A. N. Culbertson & Company, Inc.$459,953$383,496,000$8,384,000$391,880,000
42Canal Capital Management$323,666$361,004,314$28,366,341$389,370,655
43Harbour Capital Advisors$1,361,293$379,800,728$379,800,728
44Marotta Wealth Management, Inc.$288,056$351,256,178$14,286,629$365,542,807
45Pineno Levin & Ford Asset Management, Inc.$734,173$309,066,334$8,096,196$317,162,530
46Hopwood Financial Services, Inc.$539,154$316,483,543$316,483,543
47ClearLogic Financial$392,079$307,612,424$954,098$308,566,522
48Wolf Group Capital Advisors$487,184$281,853,626$8,507,747$290,361,373
49Alexander RandoLPh Advisory Inc$585,992$168,739,603$107,262,814$276,002,417
50Houlihan Financial Resource Group, Ltd..$481,200$250,705,326$250,705,326
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Showing 1 to 50 of 90 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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