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