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
1The Burney Company$389,195$1,684,823,900$1,684,823,900
2Motley Fool Wealth Management, LLC$331,029$1,509,494,032$1,509,494,032
3Glassman Wealth Services$775,375$1,370,863,109$1,370,863,109
4D'Orazio & Associates, Inc.$522,149$861,546,152$861,546,152
5Hemington Wealth Management$459,052$706,481,576$706,481,576
6Verus Financial Partners$325,099$656,050,742$656,050,742
7JoycePayne Partners, P.C.$411,115$649,562,422$649,562,422
8Darrell & King, LLC$3,219,058$624,497,329$624,497,329
9Flippin Bruce & Porter Inc$1,230,512$595,568,000$595,568,000
10Steigerwald, Gordon & Koch - Wealth Advisors$1,258,801$584,083,620$584,083,620
11Toth Financial Advisory Corp$342,664$541,752,147$541,752,147
12Partners In Financial Planning$275,203$479,679,459$479,679,459
13Pettyjohn, Wood & White, Inc.$565,186$456,105,289$456,105,289
14MTX Wealth Management$441,445$427,760,182$427,760,182
15HaLPern Financial, Inc.$547,091$409,224,166$409,224,166
16Harbour Capital Advisors$1,361,293$379,800,728$379,800,728
17Hopwood Financial Services, Inc.$539,154$316,483,543$316,483,543
18Houlihan Financial Resource Group, Ltd..$481,200$250,705,326$250,705,326
19HSC Wealth Advisors$172,484$245,100,000$245,100,000
20Fee-Only Financial Planning, L.C.$562,216$239,503,830$239,503,830
21Millennium Advisory Services, Inc.$162,622$237,753,630$237,753,630
22Wills Financial Group$353,430$206,403,391$206,403,391
23Taylor Financial Group, Inc.$229,000$201,978,419$201,978,419
24Advisors Financial, Inc.$314,190$187,885,731$187,885,731
25Sentinel Wealth Management, Inc.$528,916$185,649,534$185,649,534
26Acima Private Wealth LLC$3,187,727$184,888,189$184,888,189
27Meridian Financial Partners LLC$284,290$182,514,175$182,514,175
28Virginia Capital Strategies$492,666$176,867,137$176,867,137
29Waypoint Advisors$1,763,150$169,262,419$169,262,419
30MOS Capital, Inc.$455,341$137,968,425$137,968,425
31Selective Wealth Management LLC$140,103$136,740,971$136,740,971
32Montvue Capital Management, Inc.$891,526$135,512,027$135,512,027
33ALPha Financial Advisors, LLC$411,519$135,389,730$135,389,730
34Westbourne Investments, Inc.$613,667$135,006,810$135,006,810
35Toner Asset Management Group, Inc.$941,777$129,965,256$129,965,256
36Strategent Financial, LLC$1,351,825$121,664,261$121,664,261
37Sanchez & Zures, LLC$208,542$118,243,359$118,243,359
38Wealthway Financial Advisors$219,360$118,235,000$118,235,000
39ALPha Advisors, LLC$322,870$109,130,217$109,130,217
40Harrison & Company Wealth Management, LLC$157,285$105,538,347$105,538,347
41Dudley Capital Management LLC$431,598$104,878,272$104,878,272
42Bernhardt Wealth Management, Inc.$450,241$398,528,795$385,117$398,913,912
43ClearLogic Financial$392,079$307,612,424$954,098$308,566,522
44Godsey & Gibb Wealth Management$609,164$819,802,662$1,959,151$821,761,813
45Investment Management Of Virginia$921,317$446,516,578$2,164,920$448,681,498
46Tull Financial Group, Inc.$224,967$180,462,258$3,110,714$183,572,972
47PBMares Wealth Management$318,453$534,009,297$4,494,748$538,504,045
48Precipio Wealth Management$348,731$178,694,615$4,737,818$183,432,433
49Olio Financial Planning$137,955$127,700,370$5,840,061$133,540,431
50Azzad Asset Management, Inc.$287,381$600,279,297$7,244,489$607,523,786
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Showing 1 to 50 of 90 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 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.

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