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 | $842,114 | $3,482,647,032 | $35,703,491 | $3,518,350,523 |
| 2 | Wilbanks, Smith & Thomas Asset Management | $753,415 | $2,799,326,241 | $49,336,104 | $2,848,662,345 |
| 3 | Palladium Registered Investment Advisors | $1,018,037 | $2,130,344,637 | $28,912,713 | $2,159,257,350 |
| 4 | Pagnatokarp Partners, LLC | $706,470 | $1,753,599,813 | $47,899,639 | $1,801,499,452 |
| 5 | The Burney Company | $389,195 | $1,684,823,900 | — | $1,684,823,900 |
| 6 | Motley Fool Wealth Management, LLC | $331,029 | $1,509,494,032 | — | $1,509,494,032 |
| 7 | West Financial Services, Inc. | $704,345 | $1,464,712,188 | $17,229,845 | $1,481,942,033 |
| 8 | Glassman Wealth Services | $775,375 | $1,370,863,109 | — | $1,370,863,109 |
| 9 | Wealthcare Capital Management LLC | $209,481 | $1,238,276,613 | $25,731,983 | $1,264,008,596 |
| 10 | D'Orazio & Associates, Inc. | $522,149 | $861,546,152 | — | $861,546,152 |
| 11 | Godsey & Gibb Wealth Management | $609,164 | $819,802,662 | $1,959,151 | $821,761,813 |
| 12 | Heritage Wealth Advisors | $1,594,332 | $818,307,686 | $823,853,893 | $1,642,161,579 |
| 13 | Hemington Wealth Management | $459,052 | $706,481,576 | — | $706,481,576 |
| 14 | CJM Wealth Advisers, Ltd.. | $346,659 | $692,383,119 | $26,240,684 | $718,623,803 |
| 15 | McLean Asset Management Corp. | $414,997 | $660,405,052 | $83,270,140 | $743,675,192 |
| 16 | Verus Financial Partners | $325,099 | $656,050,742 | — | $656,050,742 |
| 17 | Yeske Buie Inc. | $548,408 | $652,210,554 | $11,363,456 | $663,574,010 |
| 18 | JoycePayne Partners, P.C. | $411,115 | $649,562,422 | — | $649,562,422 |
| 19 | Darrell & King, LLC | $3,219,058 | $624,497,329 | — | $624,497,329 |
| 20 | Azzad Asset Management, Inc. | $287,381 | $600,279,297 | $7,244,489 | $607,523,786 |
| 21 | Flippin Bruce & Porter Inc | $1,230,512 | $595,568,000 | — | $595,568,000 |
| 22 | Steigerwald, Gordon & Koch - Wealth Advisors | $1,258,801 | $584,083,620 | — | $584,083,620 |
| 23 | Toth Financial Advisory Corp | $342,664 | $541,752,147 | — | $541,752,147 |
| 24 | PBMares Wealth Management | $318,453 | $534,009,297 | $4,494,748 | $538,504,045 |
| 25 | SBK Financial, Inc. | $562,445 | $525,224,799 | $49,031,518 | $574,256,317 |
| 26 | Evermay Wealth Management | $597,371 | $516,218,599 | $35,752,661 | $551,971,260 |
| 27 | Partners In Financial Planning | $275,203 | $479,679,459 | — | $479,679,459 |
| 28 | Pettyjohn, Wood & White, Inc. | $565,186 | $456,105,289 | — | $456,105,289 |
| 29 | Cary Street Partners | $286,123 | $455,418,160 | $1,162,320,164 | $1,617,738,324 |
| 30 | Investment Management Of Virginia | $921,317 | $446,516,578 | $2,164,920 | $448,681,498 |
| 31 | FJY Financial | $346,142 | $446,393,718 | $46,859,009 | $493,252,727 |
| 32 | The Hoerner Planning Group | $809,566 | $444,402,786 | $205,678,952 | $650,081,738 |
| 33 | Compton Wealth Advisory Group, LLC | $907,933 | $440,462,659 | $43,465,458 | $483,928,117 |
| 34 | MTX Wealth Management | $441,445 | $427,760,182 | — | $427,760,182 |
| 35 | HaLPern Financial, Inc. | $547,091 | $409,224,166 | — | $409,224,166 |
| 36 | Bernhardt Wealth Management, Inc. | $450,241 | $398,528,795 | $385,117 | $398,913,912 |
| 37 | A. N. Culbertson & Company, Inc. | $459,953 | $383,496,000 | $8,384,000 | $391,880,000 |
| 38 | Harbour Capital Advisors | $1,361,293 | $379,800,728 | — | $379,800,728 |
| 39 | Canal Capital Management | $323,666 | $361,004,314 | $28,366,341 | $389,370,655 |
| 40 | ALPha Omega Investment Advisors | $452,520 | $356,715,183 | $59,602,942 | $416,318,125 |
| 41 | Marotta Wealth Management, Inc. | $288,056 | $351,256,178 | $14,286,629 | $365,542,807 |
| 42 | Hopwood Financial Services, Inc. | $539,154 | $316,483,543 | — | $316,483,543 |
| 43 | Pineno Levin & Ford Asset Management, Inc. | $734,173 | $309,066,334 | $8,096,196 | $317,162,530 |
| 44 | ClearLogic Financial | $392,079 | $307,612,424 | $954,098 | $308,566,522 |
| 45 | Wolf Group Capital Advisors | $487,184 | $281,853,626 | $8,507,747 | $290,361,373 |
| 46 | Houlihan Financial Resource Group, Ltd.. | $481,200 | $250,705,326 | — | $250,705,326 |
| 47 | HSC Wealth Advisors | $172,484 | $245,100,000 | — | $245,100,000 |
| 48 | Fee-Only Financial Planning, L.C. | $562,216 | $239,503,830 | — | $239,503,830 |
| 49 | Millennium Advisory Services, Inc. | $162,622 | $237,753,630 | — | $237,753,630 |
| 50 | Dyson Capital Advisors | $42,437,390 | $237,278,000 | $1,502,655,000 | $1,739,933,000 |
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.
