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 | The Burney Company | $389,195 | $1,684,823,900 | — | $1,684,823,900 |
| 2 | Motley Fool Wealth Management, LLC | $331,029 | $1,509,494,032 | — | $1,509,494,032 |
| 3 | Glassman Wealth Services | $775,375 | $1,370,863,109 | — | $1,370,863,109 |
| 4 | D'Orazio & Associates, Inc. | $522,149 | $861,546,152 | — | $861,546,152 |
| 5 | Hemington Wealth Management | $459,052 | $706,481,576 | — | $706,481,576 |
| 6 | Verus Financial Partners | $325,099 | $656,050,742 | — | $656,050,742 |
| 7 | JoycePayne Partners, P.C. | $411,115 | $649,562,422 | — | $649,562,422 |
| 8 | Darrell & King, LLC | $3,219,058 | $624,497,329 | — | $624,497,329 |
| 9 | Flippin Bruce & Porter Inc | $1,230,512 | $595,568,000 | — | $595,568,000 |
| 10 | Steigerwald, Gordon & Koch - Wealth Advisors | $1,258,801 | $584,083,620 | — | $584,083,620 |
| 11 | Toth Financial Advisory Corp | $342,664 | $541,752,147 | — | $541,752,147 |
| 12 | Partners In Financial Planning | $275,203 | $479,679,459 | — | $479,679,459 |
| 13 | Pettyjohn, Wood & White, Inc. | $565,186 | $456,105,289 | — | $456,105,289 |
| 14 | MTX Wealth Management | $441,445 | $427,760,182 | — | $427,760,182 |
| 15 | HaLPern Financial, Inc. | $547,091 | $409,224,166 | — | $409,224,166 |
| 16 | Harbour Capital Advisors | $1,361,293 | $379,800,728 | — | $379,800,728 |
| 17 | Hopwood Financial Services, Inc. | $539,154 | $316,483,543 | — | $316,483,543 |
| 18 | Houlihan Financial Resource Group, Ltd.. | $481,200 | $250,705,326 | — | $250,705,326 |
| 19 | HSC Wealth Advisors | $172,484 | $245,100,000 | — | $245,100,000 |
| 20 | Fee-Only Financial Planning, L.C. | $562,216 | $239,503,830 | — | $239,503,830 |
| 21 | Millennium Advisory Services, Inc. | $162,622 | $237,753,630 | — | $237,753,630 |
| 22 | Wills Financial Group | $353,430 | $206,403,391 | — | $206,403,391 |
| 23 | Taylor Financial Group, Inc. | $229,000 | $201,978,419 | — | $201,978,419 |
| 24 | Advisors Financial, Inc. | $314,190 | $187,885,731 | — | $187,885,731 |
| 25 | Sentinel Wealth Management, Inc. | $528,916 | $185,649,534 | — | $185,649,534 |
| 26 | Acima Private Wealth LLC | $3,187,727 | $184,888,189 | — | $184,888,189 |
| 27 | Meridian Financial Partners LLC | $284,290 | $182,514,175 | — | $182,514,175 |
| 28 | Virginia Capital Strategies | $492,666 | $176,867,137 | — | $176,867,137 |
| 29 | Waypoint Advisors | $1,763,150 | $169,262,419 | — | $169,262,419 |
| 30 | MOS Capital, Inc. | $455,341 | $137,968,425 | — | $137,968,425 |
| 31 | Selective Wealth Management LLC | $140,103 | $136,740,971 | — | $136,740,971 |
| 32 | Montvue Capital Management, Inc. | $891,526 | $135,512,027 | — | $135,512,027 |
| 33 | ALPha Financial Advisors, LLC | $411,519 | $135,389,730 | — | $135,389,730 |
| 34 | Westbourne Investments, Inc. | $613,667 | $135,006,810 | — | $135,006,810 |
| 35 | Toner Asset Management Group, Inc. | $941,777 | $129,965,256 | — | $129,965,256 |
| 36 | Strategent Financial, LLC | $1,351,825 | $121,664,261 | — | $121,664,261 |
| 37 | Sanchez & Zures, LLC | $208,542 | $118,243,359 | — | $118,243,359 |
| 38 | Wealthway Financial Advisors | $219,360 | $118,235,000 | — | $118,235,000 |
| 39 | ALPha Advisors, LLC | $322,870 | $109,130,217 | — | $109,130,217 |
| 40 | Harrison & Company Wealth Management, LLC | $157,285 | $105,538,347 | — | $105,538,347 |
| 41 | Dudley Capital Management LLC | $431,598 | $104,878,272 | — | $104,878,272 |
| 42 | Bernhardt Wealth Management, Inc. | $450,241 | $398,528,795 | $385,117 | $398,913,912 |
| 43 | ClearLogic Financial | $392,079 | $307,612,424 | $954,098 | $308,566,522 |
| 44 | Godsey & Gibb Wealth Management | $609,164 | $819,802,662 | $1,959,151 | $821,761,813 |
| 45 | Investment Management Of Virginia | $921,317 | $446,516,578 | $2,164,920 | $448,681,498 |
| 46 | Tull Financial Group, Inc. | $224,967 | $180,462,258 | $3,110,714 | $183,572,972 |
| 47 | PBMares Wealth Management | $318,453 | $534,009,297 | $4,494,748 | $538,504,045 |
| 48 | Precipio Wealth Management | $348,731 | $178,694,615 | $4,737,818 | $183,432,433 |
| 49 | Olio Financial Planning | $137,955 | $127,700,370 | $5,840,061 | $133,540,431 |
| 50 | Azzad Asset Management, Inc. | $287,381 | $600,279,297 | $7,244,489 | $607,523,786 |
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.
