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 | Heritage Wealth Advisors, LLC | $2,176,790 | $2,456,317,155 | $212,427,941 | $2,668,745,096 |
| 5 | The Burney Company | $536,246 | $2,085,998,868 | — | $2,085,998,868 |
| 6 | Glassman Wealth Services, LLC | $787,072 | $1,662,297,089 | — | $1,662,297,089 |
| 7 | D'Orazio & Associates, Inc. | $690,602 | $1,137,551,451 | $1,941,397 | $1,139,492,848 |
| 8 | Godsey & Gibb Inc | $705,243 | $1,065,037,635 | $8,341,962 | $1,073,379,597 |
| 9 | Bogart Wealth, LLC | $351,211 | $1,058,890,760 | $252,882,707 | $1,311,773,467 |
| 10 | Azzad Asset Management, Inc. | $361,021 | $1,056,128,038 | $7,439,550 | $1,063,567,588 |
| 11 | CJM Wealth Advisers, Ltd. | $1,200,027 | $901,779,530 | $43,841,682 | $945,621,212 |
| 12 | Agili, P.C. | $510,732 | $884,588,280 | — | $884,588,280 |
| 13 | Verus Financial Partners, Inc. | $421,978 | $855,349,922 | — | $855,349,922 |
| 14 | Alpha Omega Wealth Management, LLC | $948,169 | $834,419,858 | $341,310,229 | $1,175,730,087 |
| 15 | Graves-Light Private Wealth Management, Inc. | $808,095 | $822,641,188 | — | $822,641,188 |
| 16 | SBK Financial, Inc. | $733,741 | $803,111,543 | $61,235,553 | $864,347,096 |
| 17 | Steigerwald, Gordon & Koch Inc. | $1,505,211 | $790,236,000 | — | $790,236,000 |
| 18 | MCLEAN ASSET MANAGEMENT CORP. | $406,260 | $789,876,863 | $55,550,316 | $845,427,179 |
| 19 | Hemington Wealth Management, LLC | $586,878 | $755,898,708 | — | $755,898,708 |
| 20 | Yeske Buie Inc. | $562,389 | $711,352,340 | $10,754,636 | $722,106,976 |
| 21 | Evermay Wealth Management, LLC | $716,717 | $703,879,450 | $32,905,588 | $736,785,038 |
| 22 | Darrell & King, LLC | $4,057,052 | $701,870,055 | — | $701,870,055 |
| 23 | The Hoerner Planning Group, LLC | $983,005 | $681,403,902 | $305,533,251 | $986,937,153 |
| 24 | Partners In Financial Planning, LLC | $362,164 | $622,921,875 | — | $622,921,875 |
| 25 | FJY Financial, LLC | $353,168 | $606,904,894 | $40,805,772 | $647,710,666 |
| 26 | Canal Capital Management, LLC | $453,646 | $591,097,312 | $37,656,577 | $628,753,889 |
| 27 | Pettyjohn, Wood & White, Inc. | $704,133 | $587,246,691 | — | $587,246,691 |
| 28 | Bernhardt Wealth Management, Inc. | $530,044 | $533,721,527 | $562,414 | $534,283,941 |
| 29 | Dyson Capital Advisors, LLC | $43,417,734 | $490,816,000 | $2,287,919,000 | $2,778,735,000 |
| 30 | A. N. Culbertson & Company, Inc. | $605,482 | $485,997,000 | $9,893,000 | $495,890,000 |
| 31 | Harbour Capital Advisors, LLC | $1,891,624 | $474,797,693 | — | $474,797,693 |
| 32 | Brown | Miller Wealth Management, LLC | $260,978 | $466,970,015 | $27,584,104 | $494,554,119 |
| 33 | Marotta Asset Management, Inc. | $311,336 | $456,038,756 | $14,701,091 | $470,739,847 |
| 34 | Hopwood Financial Services, Inc. | $600,880 | $451,861,899 | — | $451,861,899 |
| 35 | Millennium Advisory Services, Inc. | $223,053 | $427,815,500 | — | $427,815,500 |
| 36 | Compton Wealth Advisory Group, LLC | $1,500,252 | $379,929,454 | $151,159,890 | $531,089,344 |
| 37 | Pineno Levin & Ford Asset Management, Inc. | $909,351 | $360,306,867 | $10,708,425 | $371,015,292 |
| 38 | Monument Capital Management, LLC | $406,442 | $353,702,263 | $7,218,414 | $360,920,677 |
| 39 | Redmond Asset Management, LLC | $1,014,368 | $351,300,430 | $31,116,127 | $382,416,557 |
| 40 | Selective Wealth Management, Inc. | $224,468 | $342,537,636 | — | $342,537,636 |
| 41 | Beacon Harbor Wealth Advisors, Inc. | $337,439 | $341,457,423 | $16,227,819 | $357,685,242 |
| 42 | Clearlogic Financial, Inc. | $416,911 | $328,044,142 | $48,843,613 | $376,887,755 |
| 43 | Moneywise Inc | $220,642 | $324,785,652 | — | $324,785,652 |
| 44 | Courage Miller Partners, LLC | $488,139 | $311,718,882 | $35,347,635 | $347,066,517 |
| 45 | RDL Financial, Inc. | $491,696 | $296,500,373 | $7,367,606 | $303,867,979 |
| 46 | Stony Point Wealth Management Inc. | $278,873 | $287,061,848 | $455,837 | $287,517,685 |
| 47 | Meridian Financial Partners LLC | $320,017 | $284,174,801 | — | $284,174,801 |
| 48 | Wills Financial Group, Inc. | $450,895 | $284,063,890 | — | $284,063,890 |
| 49 | Houlihan Financial Resource Group, Ltd. | $540,610 | $283,279,780 | — | $283,279,780 |
| 50 | Taylor Financial Group, Inc. | $297,442 | $268,887,670 | — | $268,887,670 |
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.
