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$1,118,887$5,045,658,608$17,305,328$5,062,963,936
2Wilbanks, Smith & Thomas Asset Management, LLC$893,635$3,957,295,550$56,912,219$4,014,207,769
3Palladium Partners, LLC$1,152,754$2,748,493,741$40,017,470$2,788,511,211
4Heritage Wealth Advisors, LLC$2,176,790$2,456,317,155$212,427,941$2,668,745,096
5The Burney Company$536,246$2,085,998,868$2,085,998,868
6Glassman Wealth Services, LLC$787,072$1,662,297,089$1,662,297,089
7D'Orazio & Associates, Inc.$690,602$1,137,551,451$1,941,397$1,139,492,848
8Godsey & Gibb Inc$705,243$1,065,037,635$8,341,962$1,073,379,597
9Bogart Wealth, LLC$351,211$1,058,890,760$252,882,707$1,311,773,467
10Azzad Asset Management, Inc.$361,021$1,056,128,038$7,439,550$1,063,567,588
11CJM Wealth Advisers, Ltd.$1,200,027$901,779,530$43,841,682$945,621,212
12Agili, P.C.$510,732$884,588,280$884,588,280
13Verus Financial Partners, Inc.$421,978$855,349,922$855,349,922
14Alpha Omega Wealth Management, LLC$948,169$834,419,858$341,310,229$1,175,730,087
15Graves-Light Private Wealth Management, Inc.$808,095$822,641,188$822,641,188
16SBK Financial, Inc.$733,741$803,111,543$61,235,553$864,347,096
17Steigerwald, Gordon & Koch Inc.$1,505,211$790,236,000$790,236,000
18MCLEAN ASSET MANAGEMENT CORP.$406,260$789,876,863$55,550,316$845,427,179
19Hemington Wealth Management, LLC$586,878$755,898,708$755,898,708
20Yeske Buie Inc.$562,389$711,352,340$10,754,636$722,106,976
21Evermay Wealth Management, LLC$716,717$703,879,450$32,905,588$736,785,038
22Darrell & King, LLC$4,057,052$701,870,055$701,870,055
23The Hoerner Planning Group, LLC$983,005$681,403,902$305,533,251$986,937,153
24Partners In Financial Planning, LLC$362,164$622,921,875$622,921,875
25FJY Financial, LLC$353,168$606,904,894$40,805,772$647,710,666
26Canal Capital Management, LLC$453,646$591,097,312$37,656,577$628,753,889
27Pettyjohn, Wood & White, Inc.$704,133$587,246,691$587,246,691
28Bernhardt Wealth Management, Inc.$530,044$533,721,527$562,414$534,283,941
29Dyson Capital Advisors, LLC$43,417,734$490,816,000$2,287,919,000$2,778,735,000
30A. N. Culbertson & Company, Inc.$605,482$485,997,000$9,893,000$495,890,000
31Harbour Capital Advisors, LLC$1,891,624$474,797,693$474,797,693
32Brown | Miller Wealth Management, LLC$260,978$466,970,015$27,584,104$494,554,119
33Marotta Asset Management, Inc.$311,336$456,038,756$14,701,091$470,739,847
34Hopwood Financial Services, Inc.$600,880$451,861,899$451,861,899
35Millennium Advisory Services, Inc.$223,053$427,815,500$427,815,500
36Compton Wealth Advisory Group, LLC$1,500,252$379,929,454$151,159,890$531,089,344
37Pineno Levin & Ford Asset Management, Inc.$909,351$360,306,867$10,708,425$371,015,292
38Monument Capital Management, LLC$406,442$353,702,263$7,218,414$360,920,677
39Redmond Asset Management, LLC$1,014,368$351,300,430$31,116,127$382,416,557
40Selective Wealth Management, Inc.$224,468$342,537,636$342,537,636
41Beacon Harbor Wealth Advisors, Inc.$337,439$341,457,423$16,227,819$357,685,242
42Clearlogic Financial, Inc.$416,911$328,044,142$48,843,613$376,887,755
43Moneywise Inc$220,642$324,785,652$324,785,652
44Courage Miller Partners, LLC$488,139$311,718,882$35,347,635$347,066,517
45RDL Financial, Inc.$491,696$296,500,373$7,367,606$303,867,979
46Stony Point Wealth Management Inc.$278,873$287,061,848$455,837$287,517,685
47Meridian Financial Partners LLC$320,017$284,174,801$284,174,801
48Wills Financial Group, Inc.$450,895$284,063,890$284,063,890
49Houlihan Financial Resource Group, Ltd.$540,610$283,279,780$283,279,780
50Taylor Financial Group, Inc.$297,442$268,887,670$268,887,670
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Showing 1 to 50 of 95 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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.