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
1SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC$1,008,378$4,284,308,141$10,374,043$4,294,682,184
2WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC$812,119$3,453,190,627$54,352,628$3,507,543,255
3PALLADIUM REGISTERED INVESTMENT ADVISORS$1,128,963$2,498,160,568$34,103,417$2,532,263,985
4THE BURNEY COMPANY$485,636$2,055,696,158$2,055,696,158
5GLASSMAN WEALTH SERVICES, LLC$763,903$1,454,471,398$1,454,471,398
6HERITAGE WEALTH ADVISORS$1,924,890$1,144,602,421$1,124,843,372$2,269,445,793
7GODSEY & GIBB WEALTH MANAGEMENT$697,940$1,038,581,197$9,026,541$1,047,607,738
8D'ORAZIO & ASSOCIATES, INC.$608,750$1,032,893,421$1,373,210$1,034,266,631
9HEMINGTON WEALTH MANAGEMENT$531,679$885,777,887$885,777,887
10ALPHA OMEGA INVESTMENT ADVISORS$821,957$881,438,757$84,360,179$965,798,936
11CJM WEALTH ADVISERS, LTD.$403,707$855,624,045$34,145,316$889,769,361
12AZZAD ASSET MANAGEMENT, INC.$304,406$804,229,836$8,231,065$812,460,901
13MCLEAN ASSET MANAGEMENT CORP.$406,260$789,876,863$55,550,316$845,427,179
14VERUS FINANCIAL PARTNERS$388,023$777,598,000$777,598,000
15AGILI, P.C.$478,997$760,646,620$760,646,620
16SBK FINANCIAL, INC.$721,039$744,234,971$49,629,137$793,864,108
17GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC.$775,915$744,102,313$744,102,313
18YESKE BUIE INC.$593,479$730,600,306$13,029,151$743,629,457
19STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS$1,511,688$724,098,687$724,098,687
20BOGART WEALTH, LLC$346,811$645,727,400$301,759,902$947,487,302
21DARRELL & KING, LLC$3,548,787$635,232,804$635,232,804
22EVERMAY WEALTH MANAGEMENT, LLC$682,624$625,822,168$28,131,475$653,953,643
23THE HOERNER PLANNING GROUP, LLC$963,279$583,465,468$291,192,243$874,657,711
24PETTYJOHN, WOOD & WHITE, INC.$682,852$547,647,427$547,647,427
25FJY FINANCIAL$335,264$540,587,849$35,731,820$576,319,669
26BERNHARDT WEALTH MANAGEMENT, INC.$516,592$489,742,150$503,501$490,245,651
27PARTNERS IN FINANCIAL PLANNING, LLC$264,502$478,219,632$478,219,632
28A. N. CULBERTSON & COMPANY, INC.$553,578$453,656,000$9,689,000$463,345,000
29CANAL CAPITAL MANAGEMENT, LLC$374,941$450,880,964$25,294,438$476,175,402
30MAROTTA WEALTH MANAGEMENT, INC.$312,146$427,317,955$15,305,323$442,623,278
31HARBOUR CAPITAL ADVISORS, LLC$1,438,520$407,101,244$407,101,244
32DYSON CAPITAL ADVISORS, LLC$52,455,426$390,915,000$2,074,490,000$2,465,405,000
33HOPWOOD FINANCIAL SERVICES, INC.$604,892$384,106,188$384,106,188
34COMPTON WEALTH ADVISORY GROUP, LLC$1,499,876$377,891,498$139,565,839$517,457,337
35PINENO LEVIN & FORD ASSET MANAGEMENT, INC.$862,009$354,163,582$9,604,333$363,767,915
36BROWN | MILLER WEALTH MANAGEMENT, LLC$202,121$335,738,703$388,967$336,127,670
37MILLENNIUM ADVISORY SERVICES, INC.$196,547$320,568,671$320,568,671
38MONUMENT WEALTH MANAGEMENT$299,785$299,647,190$12,728,561$312,375,751
39REDMOND ASSET MANAGEMENT, LLC$800,535$297,074,016$23,940,683$321,014,699
40WOLF GROUP CAPITAL ADVISORS$491,696$296,500,373$7,367,606$303,867,979
41HSC WEALTH ADVISORS$194,712$292,067,301$292,067,301
42BEACON HARBOR WEALTH ADVISORS$345,090$289,121,003$29,397,392$318,518,395
43CLEARLOGIC FINANCIAL, INC.$374,460$282,099,469$43,306,066$325,405,535
44SELECTIVE WEALTH MANAGEMENT, INC.$194,339$280,626,177$280,626,177
45HOULIHAN FINANCIAL RESOURCE GROUP, LTD.$525,551$269,607,522$269,607,522
46WILLS FINANCIAL GROUP$418,146$252,978,196$252,978,196
47COURAGE MILLER PARTNERS, LLC$420,212$252,260,424$22,138,214$274,398,638
48STONY POINT WEALTH MANAGEMENT INC.$235,855$246,589,301$8,605,901$255,195,202
49TAYLOR FINANCIAL GROUP, INC.$272,326$241,553,544$241,553,544
50MERIDIAN FINANCIAL PARTNERS LLC$305,100$228,824,964$228,824,964
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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.