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 |
|---|---|---|---|---|---|
| 1 | Sullivan, Bruyette, Speros & Blayney, LLC | $1,118,887 | $5,045,658,608 | $17,305,328 | $5,062,963,936 |
| 2 | Wilbanks, Smith & Thomas Asset Management, LLC | $893,635 | $3,957,295,550 | $56,912,219 | $4,014,207,769 |
| 3 | Palladium Partners, LLC | $1,152,754 | $2,748,493,741 | $40,017,470 | $2,788,511,211 |
| 4 | Dyson Capital Advisors, LLC | $43,417,734 | $490,816,000 | $2,287,919,000 | $2,778,735,000 |
| 5 | Heritage Wealth Advisors, LLC | $2,176,790 | $2,456,317,155 | $212,427,941 | $2,668,745,096 |
| 6 | Andersen Tax LLC | $7,082,824 | — | $2,592,313,522 | $2,592,313,522 |
| 7 | The Burney Company | $536,246 | $2,085,998,868 | — | $2,085,998,868 |
| 8 | Glassman Wealth Services, LLC | $787,072 | $1,662,297,089 | — | $1,662,297,089 |
| 9 | Bogart Wealth, LLC | $351,211 | $1,058,890,760 | $252,882,707 | $1,311,773,467 |
| 10 | Alpha Omega Wealth Management, LLC | $948,169 | $834,419,858 | $341,310,229 | $1,175,730,087 |
| 11 | D'Orazio & Associates, Inc. | $690,602 | $1,137,551,451 | $1,941,397 | $1,139,492,848 |
| 12 | Godsey & Gibb Inc | $705,243 | $1,065,037,635 | $8,341,962 | $1,073,379,597 |
| 13 | Azzad Asset Management, Inc. | $361,021 | $1,056,128,038 | $7,439,550 | $1,063,567,588 |
| 14 | The Hoerner Planning Group, LLC | $983,005 | $681,403,902 | $305,533,251 | $986,937,153 |
| 15 | CJM Wealth Advisers, Ltd. | $1,200,027 | $901,779,530 | $43,841,682 | $945,621,212 |
| 16 | Agili, P.C. | $510,732 | $884,588,280 | — | $884,588,280 |
| 17 | SBK Financial, Inc. | $733,741 | $803,111,543 | $61,235,553 | $864,347,096 |
| 18 | Verus Financial Partners, Inc. | $421,978 | $855,349,922 | — | $855,349,922 |
| 19 | MCLEAN ASSET MANAGEMENT CORP. | $406,260 | $789,876,863 | $55,550,316 | $845,427,179 |
| 20 | Graves-Light Private Wealth Management, Inc. | $808,095 | $822,641,188 | — | $822,641,188 |
| 21 | Steigerwald, Gordon & Koch Inc. | $1,505,211 | $790,236,000 | — | $790,236,000 |
| 22 | Hemington Wealth Management, LLC | $586,878 | $755,898,708 | — | $755,898,708 |
| 23 | Evermay Wealth Management, LLC | $716,717 | $703,879,450 | $32,905,588 | $736,785,038 |
| 24 | Yeske Buie Inc. | $562,389 | $711,352,340 | $10,754,636 | $722,106,976 |
| 25 | Darrell & King, LLC | $4,057,052 | $701,870,055 | — | $701,870,055 |
| 26 | FJY Financial, LLC | $353,168 | $606,904,894 | $40,805,772 | $647,710,666 |
| 27 | Canal Capital Management, LLC | $453,646 | $591,097,312 | $37,656,577 | $628,753,889 |
| 28 | Partners In Financial Planning, LLC | $362,164 | $622,921,875 | — | $622,921,875 |
| 29 | Pettyjohn, Wood & White, Inc. | $704,133 | $587,246,691 | — | $587,246,691 |
| 30 | Bernhardt Wealth Management, Inc. | $530,044 | $533,721,527 | $562,414 | $534,283,941 |
| 31 | Compton Wealth Advisory Group, LLC | $1,500,252 | $379,929,454 | $151,159,890 | $531,089,344 |
| 32 | A. N. Culbertson & Company, Inc. | $605,482 | $485,997,000 | $9,893,000 | $495,890,000 |
| 33 | Brown | Miller Wealth Management, LLC | $260,978 | $466,970,015 | $27,584,104 | $494,554,119 |
| 34 | Harbour Capital Advisors, LLC | $1,891,624 | $474,797,693 | — | $474,797,693 |
| 35 | Marotta Asset Management, Inc. | $311,336 | $456,038,756 | $14,701,091 | $470,739,847 |
| 36 | Hopwood Financial Services, Inc. | $600,880 | $451,861,899 | — | $451,861,899 |
| 37 | Millennium Advisory Services, Inc. | $223,053 | $427,815,500 | — | $427,815,500 |
| 38 | Redmond Asset Management, LLC | $1,014,368 | $351,300,430 | $31,116,127 | $382,416,557 |
| 39 | Clearlogic Financial, Inc. | $416,911 | $328,044,142 | $48,843,613 | $376,887,755 |
| 40 | Pineno Levin & Ford Asset Management, Inc. | $909,351 | $360,306,867 | $10,708,425 | $371,015,292 |
| 41 | Monument Capital Management, LLC | $406,442 | $353,702,263 | $7,218,414 | $360,920,677 |
| 42 | Beacon Harbor Wealth Advisors, Inc. | $337,439 | $341,457,423 | $16,227,819 | $357,685,242 |
| 43 | Courage Miller Partners, LLC | $488,139 | $311,718,882 | $35,347,635 | $347,066,517 |
| 44 | Selective Wealth Management, Inc. | $224,468 | $342,537,636 | — | $342,537,636 |
| 45 | Moneywise Inc | $220,642 | $324,785,652 | — | $324,785,652 |
| 46 | Alexander Randolph Advisory Inc | $697,806 | $197,364,371 | $124,324,218 | $321,688,589 |
| 47 | RDL Financial, Inc. | $491,696 | $296,500,373 | $7,367,606 | $303,867,979 |
| 48 | Stony Point Wealth Management Inc. | $278,873 | $287,061,848 | $455,837 | $287,517,685 |
| 49 | Meridian Financial Partners LLC | $320,017 | $284,174,801 | — | $284,174,801 |
| 50 | Wills Financial Group, Inc. | $450,895 | $284,063,890 | — | $284,063,890 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
