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 | $1,008,378 | $4,284,308,141 | $10,374,043 | $4,294,682,184 |
| 2 | WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC | $812,119 | $3,453,190,627 | $54,352,628 | $3,507,543,255 |
| 3 | PALLADIUM REGISTERED INVESTMENT ADVISORS | $1,128,963 | $2,498,160,568 | $34,103,417 | $2,532,263,985 |
| 4 | DYSON CAPITAL ADVISORS, LLC | $52,455,426 | $390,915,000 | $2,074,490,000 | $2,465,405,000 |
| 5 | HERITAGE WEALTH ADVISORS | $1,924,890 | $1,144,602,421 | $1,124,843,372 | $2,269,445,793 |
| 6 | ANDERSEN | $6,070,387 | — | $2,088,213,000 | $2,088,213,000 |
| 7 | THE BURNEY COMPANY | $485,636 | $2,055,696,158 | — | $2,055,696,158 |
| 8 | GLASSMAN WEALTH SERVICES, LLC | $763,903 | $1,454,471,398 | — | $1,454,471,398 |
| 9 | GODSEY & GIBB WEALTH MANAGEMENT | $697,940 | $1,038,581,197 | $9,026,541 | $1,047,607,738 |
| 10 | D'ORAZIO & ASSOCIATES, INC. | $608,750 | $1,032,893,421 | $1,373,210 | $1,034,266,631 |
| 11 | ALPHA OMEGA INVESTMENT ADVISORS | $821,957 | $881,438,757 | $84,360,179 | $965,798,936 |
| 12 | BOGART WEALTH, LLC | $346,811 | $645,727,400 | $301,759,902 | $947,487,302 |
| 13 | CJM WEALTH ADVISERS, LTD. | $403,707 | $855,624,045 | $34,145,316 | $889,769,361 |
| 14 | HEMINGTON WEALTH MANAGEMENT | $531,679 | $885,777,887 | — | $885,777,887 |
| 15 | THE HOERNER PLANNING GROUP, LLC | $963,279 | $583,465,468 | $291,192,243 | $874,657,711 |
| 16 | MCLEAN ASSET MANAGEMENT CORP. | $406,260 | $789,876,863 | $55,550,316 | $845,427,179 |
| 17 | AZZAD ASSET MANAGEMENT, INC. | $304,406 | $804,229,836 | $8,231,065 | $812,460,901 |
| 18 | SBK FINANCIAL, INC. | $721,039 | $744,234,971 | $49,629,137 | $793,864,108 |
| 19 | VERUS FINANCIAL PARTNERS | $388,023 | $777,598,000 | — | $777,598,000 |
| 20 | AGILI, P.C. | $478,997 | $760,646,620 | — | $760,646,620 |
| 21 | GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC. | $775,915 | $744,102,313 | — | $744,102,313 |
| 22 | YESKE BUIE INC. | $593,479 | $730,600,306 | $13,029,151 | $743,629,457 |
| 23 | STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS | $1,511,688 | $724,098,687 | — | $724,098,687 |
| 24 | EVERMAY WEALTH MANAGEMENT, LLC | $682,624 | $625,822,168 | $28,131,475 | $653,953,643 |
| 25 | DARRELL & KING, LLC | $3,548,787 | $635,232,804 | — | $635,232,804 |
| 26 | FJY FINANCIAL | $335,264 | $540,587,849 | $35,731,820 | $576,319,669 |
| 27 | PETTYJOHN, WOOD & WHITE, INC. | $682,852 | $547,647,427 | — | $547,647,427 |
| 28 | COMPTON WEALTH ADVISORY GROUP, LLC | $1,499,876 | $377,891,498 | $139,565,839 | $517,457,337 |
| 29 | BERNHARDT WEALTH MANAGEMENT, INC. | $516,592 | $489,742,150 | $503,501 | $490,245,651 |
| 30 | PARTNERS IN FINANCIAL PLANNING, LLC | $264,502 | $478,219,632 | — | $478,219,632 |
| 31 | CANAL CAPITAL MANAGEMENT, LLC | $374,941 | $450,880,964 | $25,294,438 | $476,175,402 |
| 32 | A. N. CULBERTSON & COMPANY, INC. | $553,578 | $453,656,000 | $9,689,000 | $463,345,000 |
| 33 | MAROTTA WEALTH MANAGEMENT, INC. | $312,146 | $427,317,955 | $15,305,323 | $442,623,278 |
| 34 | HARBOUR CAPITAL ADVISORS, LLC | $1,438,520 | $407,101,244 | — | $407,101,244 |
| 35 | HOPWOOD FINANCIAL SERVICES, INC. | $604,892 | $384,106,188 | — | $384,106,188 |
| 36 | PINENO LEVIN & FORD ASSET MANAGEMENT, INC. | $862,009 | $354,163,582 | $9,604,333 | $363,767,915 |
| 37 | BROWN | MILLER WEALTH MANAGEMENT, LLC | $202,121 | $335,738,703 | $388,967 | $336,127,670 |
| 38 | CLEARLOGIC FINANCIAL, INC. | $374,460 | $282,099,469 | $43,306,066 | $325,405,535 |
| 39 | REDMOND ASSET MANAGEMENT, LLC | $800,535 | $297,074,016 | $23,940,683 | $321,014,699 |
| 40 | MILLENNIUM ADVISORY SERVICES, INC. | $196,547 | $320,568,671 | — | $320,568,671 |
| 41 | BEACON HARBOR WEALTH ADVISORS | $345,090 | $289,121,003 | $29,397,392 | $318,518,395 |
| 42 | MONUMENT WEALTH MANAGEMENT | $299,785 | $299,647,190 | $12,728,561 | $312,375,751 |
| 43 | ALEXANDER RANDOLPH ADVISORY INC | $683,493 | $185,623,217 | $120,581,424 | $306,204,641 |
| 44 | WOLF GROUP CAPITAL ADVISORS | $491,696 | $296,500,373 | $7,367,606 | $303,867,979 |
| 45 | HSC WEALTH ADVISORS | $194,712 | $292,067,301 | — | $292,067,301 |
| 46 | SELECTIVE WEALTH MANAGEMENT, INC. | $194,339 | $280,626,177 | — | $280,626,177 |
| 47 | COURAGE MILLER PARTNERS, LLC | $420,212 | $252,260,424 | $22,138,214 | $274,398,638 |
| 48 | HOULIHAN FINANCIAL RESOURCE GROUP, LTD. | $525,551 | $269,607,522 | — | $269,607,522 |
| 49 | STONY POINT WEALTH MANAGEMENT INC. | $235,855 | $246,589,301 | $8,605,901 | $255,195,202 |
| 50 | WILLS FINANCIAL GROUP | $418,146 | $252,978,196 | — | $252,978,196 |
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 Sabrina Straub.
*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.
Database last updated on June, 2020.
