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
4DYSON CAPITAL ADVISORS, LLC$52,455,426$390,915,000$2,074,490,000$2,465,405,000
5HERITAGE WEALTH ADVISORS$1,924,890$1,144,602,421$1,124,843,372$2,269,445,793
6ANDERSEN$6,070,387$2,088,213,000$2,088,213,000
7THE BURNEY COMPANY$485,636$2,055,696,158$2,055,696,158
8GLASSMAN WEALTH SERVICES, LLC$763,903$1,454,471,398$1,454,471,398
9GODSEY & GIBB WEALTH MANAGEMENT$697,940$1,038,581,197$9,026,541$1,047,607,738
10D'ORAZIO & ASSOCIATES, INC.$608,750$1,032,893,421$1,373,210$1,034,266,631
11ALPHA OMEGA INVESTMENT ADVISORS$821,957$881,438,757$84,360,179$965,798,936
12BOGART WEALTH, LLC$346,811$645,727,400$301,759,902$947,487,302
13CJM WEALTH ADVISERS, LTD.$403,707$855,624,045$34,145,316$889,769,361
14HEMINGTON WEALTH MANAGEMENT$531,679$885,777,887$885,777,887
15THE HOERNER PLANNING GROUP, LLC$963,279$583,465,468$291,192,243$874,657,711
16MCLEAN ASSET MANAGEMENT CORP.$406,260$789,876,863$55,550,316$845,427,179
17AZZAD ASSET MANAGEMENT, INC.$304,406$804,229,836$8,231,065$812,460,901
18SBK FINANCIAL, INC.$721,039$744,234,971$49,629,137$793,864,108
19VERUS FINANCIAL PARTNERS$388,023$777,598,000$777,598,000
20AGILI, P.C.$478,997$760,646,620$760,646,620
21GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC.$775,915$744,102,313$744,102,313
22YESKE BUIE INC.$593,479$730,600,306$13,029,151$743,629,457
23STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS$1,511,688$724,098,687$724,098,687
24EVERMAY WEALTH MANAGEMENT, LLC$682,624$625,822,168$28,131,475$653,953,643
25DARRELL & KING, LLC$3,548,787$635,232,804$635,232,804
26FJY FINANCIAL$335,264$540,587,849$35,731,820$576,319,669
27PETTYJOHN, WOOD & WHITE, INC.$682,852$547,647,427$547,647,427
28COMPTON WEALTH ADVISORY GROUP, LLC$1,499,876$377,891,498$139,565,839$517,457,337
29BERNHARDT WEALTH MANAGEMENT, INC.$516,592$489,742,150$503,501$490,245,651
30PARTNERS IN FINANCIAL PLANNING, LLC$264,502$478,219,632$478,219,632
31CANAL CAPITAL MANAGEMENT, LLC$374,941$450,880,964$25,294,438$476,175,402
32A. N. CULBERTSON & COMPANY, INC.$553,578$453,656,000$9,689,000$463,345,000
33MAROTTA WEALTH MANAGEMENT, INC.$312,146$427,317,955$15,305,323$442,623,278
34HARBOUR CAPITAL ADVISORS, LLC$1,438,520$407,101,244$407,101,244
35HOPWOOD FINANCIAL SERVICES, INC.$604,892$384,106,188$384,106,188
36PINENO LEVIN & FORD ASSET MANAGEMENT, INC.$862,009$354,163,582$9,604,333$363,767,915
37BROWN | MILLER WEALTH MANAGEMENT, LLC$202,121$335,738,703$388,967$336,127,670
38CLEARLOGIC FINANCIAL, INC.$374,460$282,099,469$43,306,066$325,405,535
39REDMOND ASSET MANAGEMENT, LLC$800,535$297,074,016$23,940,683$321,014,699
40MILLENNIUM ADVISORY SERVICES, INC.$196,547$320,568,671$320,568,671
41BEACON HARBOR WEALTH ADVISORS$345,090$289,121,003$29,397,392$318,518,395
42MONUMENT WEALTH MANAGEMENT$299,785$299,647,190$12,728,561$312,375,751
43ALEXANDER RANDOLPH ADVISORY INC$683,493$185,623,217$120,581,424$306,204,641
44WOLF GROUP CAPITAL ADVISORS$491,696$296,500,373$7,367,606$303,867,979
45HSC WEALTH ADVISORS$194,712$292,067,301$292,067,301
46SELECTIVE WEALTH MANAGEMENT, INC.$194,339$280,626,177$280,626,177
47COURAGE MILLER PARTNERS, LLC$420,212$252,260,424$22,138,214$274,398,638
48HOULIHAN FINANCIAL RESOURCE GROUP, LTD.$525,551$269,607,522$269,607,522
49STONY POINT WEALTH MANAGEMENT INC.$235,855$246,589,301$8,605,901$255,195,202
50WILLS FINANCIAL GROUP$418,146$252,978,196$252,978,196
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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.