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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Wilbanks, Smith & Thomas Asset Management, Llc$812,119$3,453,190,627$54,352,628$3,507,543,255
2Palladium Registered Investment Advisors$1,128,963$2,498,160,568$34,103,417$2,532,263,985
3Pagnatokarp Partners, Llc$841,271$2,155,180,015$49,790,002$2,204,970,017
4The Burney Company$485,636$2,055,696,158$2,055,696,158
5Wealthcare Capital Management Llc$243,572$1,698,991,598$39,136,027$1,738,127,625
6Wealthcare Capital Management Llc$243,572$1,698,991,598$39,136,027$1,738,127,625
7West Financial Services, Inc.$781,742$1,696,434,442$20,270,842$1,716,705,284
8Glassman Wealth Services, Llc$763,903$1,454,471,398$1,454,471,398
9United Income, Inc.$746,691$1,199,185,772$1,199,185,772
10Heritage Wealth Advisors$1,924,890$1,144,602,421$1,124,843,372$2,269,445,793
11Godsey & Gibb Wealth Management$697,940$1,038,581,197$9,026,541$1,047,607,738
12D'Orazio & Associates, Inc.$608,750$1,032,893,421$1,373,210$1,034,266,631
13Hemington Wealth Management$531,679$885,777,887$885,777,887
14Alpha Omega Investment Advisors$821,957$881,438,757$84,360,179$965,798,936
15Cjm Wealth Advisers, Ltd.$403,707$855,624,045$34,145,316$889,769,361
16Azzad Asset Management, Inc.$304,406$804,229,836$8,231,065$812,460,901
17Verus Financial Partners$388,023$777,598,000$777,598,000
18Agili, P.C.$478,997$760,646,620$760,646,620
19Sbk Financial, Inc.$721,039$744,234,971$49,629,137$793,864,108
20Graves-Light Private Wealth Management, Inc.$775,915$744,102,313$744,102,313
21Yeske Buie Inc.$593,479$730,600,306$13,029,151$743,629,457
22Yeske Buie Inc.$593,479$730,600,306$13,029,151$743,629,457
23Steigerwald, Gordon & Koch - Wealth Advisors$1,511,688$724,098,687$724,098,687
24Flippin Bruce & Porter Inc$1,328,206$677,385,000$677,385,000
25Darrell & King, Llc$3,548,787$635,232,804$635,232,804
26Evermay Wealth Management, Llc$682,624$625,822,168$28,131,475$653,953,643
27Toth Financial Advisory Corp$380,641$614,787,602$19,360,771$634,148,373
28The Hoerner Planning Group, Llc$963,279$583,465,468$291,192,243$874,657,711
29Halpern Financial, Inc.$642,665$554,619,599$554,619,599
30Pettyjohn, Wood & White, Inc.$682,852$547,647,427$547,647,427
31Fjy Financial$335,265$540,587,849$35,731,820$576,319,669
32Cary Street Partners$366,266$540,327,629$1,400,513,719$1,940,841,348
33Investment Management Of Virginia, Llc$1,084,779$507,144,524$2,701,735$509,846,259
34Bernhardt Wealth Management, Inc.$516,592$489,742,150$503,501$490,245,651
35A. N. Culbertson & Company, Inc.$553,578$453,656,000$9,689,000$463,345,000
36Marotta Wealth Management, Inc.$312,146$427,317,955$15,305,323$442,623,278
37Harbour Capital Advisors, Llc$1,438,520$407,101,244$407,101,244
38Dyson Capital Advisors, Llc$52,455,426$390,915,000$2,074,490,000$2,465,405,000
39Hopwood Financial Services, Inc.$604,892$384,106,188$384,106,188
40Compton Wealth Advisory Group, Llc$1,499,876$377,891,498$139,565,839$517,457,337
41Pineno Levin & Ford Asset Management, Inc.$862,009$354,163,582$9,604,333$363,767,915
42Clearlogic Financial, Inc.$391,768$336,888,294$3,165,911$340,054,205
43Brown | Miller Wealth Management, Llc$202,121$335,738,703$388,967$336,127,670
44Millennium Advisory Services, Inc.$196,547$320,568,671$320,568,671
45Monument Wealth Management$299,785$299,647,190$12,728,561$312,375,751
46Redmond Asset Management, Llc$800,535$297,074,016$23,940,683$321,014,699
47Hsc Wealth Advisors$194,712$292,067,301$292,067,301
48Beacon Harbor Wealth Advisors$345,090$289,121,003$29,397,392$318,518,395
49Wolf Group Capital Advisors$480,373$278,892,848$7,409,335$286,302,183
50Houlihan Financial Resource Group, Ltd.$525,551$269,607,522$269,607,522
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Showing 1 to 50 of 93 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.