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

Showing 1 to 50 of 90 entries

Page 1 | 2

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.