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
4Dyson Capital Advisors, LLC$43,417,734$490,816,000$2,287,919,000$2,778,735,000
5Heritage Wealth Advisors, LLC$2,176,790$2,456,317,155$212,427,941$2,668,745,096
6Andersen Tax LLC$7,082,824$2,592,313,522$2,592,313,522
7The Burney Company$536,246$2,085,998,868$2,085,998,868
8Glassman Wealth Services, LLC$787,072$1,662,297,089$1,662,297,089
9Bogart Wealth, LLC$351,211$1,058,890,760$252,882,707$1,311,773,467
10Alpha Omega Wealth Management, LLC$948,169$834,419,858$341,310,229$1,175,730,087
11D'Orazio & Associates, Inc.$690,602$1,137,551,451$1,941,397$1,139,492,848
12Godsey & Gibb Inc$705,243$1,065,037,635$8,341,962$1,073,379,597
13Azzad Asset Management, Inc.$361,021$1,056,128,038$7,439,550$1,063,567,588
14The Hoerner Planning Group, LLC$983,005$681,403,902$305,533,251$986,937,153
15CJM Wealth Advisers, Ltd.$1,200,027$901,779,530$43,841,682$945,621,212
16Agili, P.C.$510,732$884,588,280$884,588,280
17SBK Financial, Inc.$733,741$803,111,543$61,235,553$864,347,096
18Verus Financial Partners, Inc.$421,978$855,349,922$855,349,922
19MCLEAN ASSET MANAGEMENT CORP.$406,260$789,876,863$55,550,316$845,427,179
20Graves-Light Private Wealth Management, Inc.$808,095$822,641,188$822,641,188
21Steigerwald, Gordon & Koch Inc.$1,505,211$790,236,000$790,236,000
22Hemington Wealth Management, LLC$586,878$755,898,708$755,898,708
23Evermay Wealth Management, LLC$716,717$703,879,450$32,905,588$736,785,038
24Yeske Buie Inc.$562,389$711,352,340$10,754,636$722,106,976
25Darrell & King, LLC$4,057,052$701,870,055$701,870,055
26FJY Financial, LLC$353,168$606,904,894$40,805,772$647,710,666
27Canal Capital Management, LLC$453,646$591,097,312$37,656,577$628,753,889
28Partners In Financial Planning, LLC$362,164$622,921,875$622,921,875
29Pettyjohn, Wood & White, Inc.$704,133$587,246,691$587,246,691
30Bernhardt Wealth Management, Inc.$530,044$533,721,527$562,414$534,283,941
31Compton Wealth Advisory Group, LLC$1,500,252$379,929,454$151,159,890$531,089,344
32A. N. Culbertson & Company, Inc.$605,482$485,997,000$9,893,000$495,890,000
33Brown | Miller Wealth Management, LLC$260,978$466,970,015$27,584,104$494,554,119
34Harbour Capital Advisors, LLC$1,891,624$474,797,693$474,797,693
35Marotta Asset Management, Inc.$311,336$456,038,756$14,701,091$470,739,847
36Hopwood Financial Services, Inc.$600,880$451,861,899$451,861,899
37Millennium Advisory Services, Inc.$223,053$427,815,500$427,815,500
38Redmond Asset Management, LLC$1,014,368$351,300,430$31,116,127$382,416,557
39Clearlogic Financial, Inc.$416,911$328,044,142$48,843,613$376,887,755
40Pineno Levin & Ford Asset Management, Inc.$909,351$360,306,867$10,708,425$371,015,292
41Monument Capital Management, LLC$406,442$353,702,263$7,218,414$360,920,677
42Beacon Harbor Wealth Advisors, Inc.$337,439$341,457,423$16,227,819$357,685,242
43Courage Miller Partners, LLC$488,139$311,718,882$35,347,635$347,066,517
44Selective Wealth Management, Inc.$224,468$342,537,636$342,537,636
45Moneywise Inc$220,642$324,785,652$324,785,652
46Alexander Randolph Advisory Inc$697,806$197,364,371$124,324,218$321,688,589
47RDL Financial, Inc.$491,696$296,500,373$7,367,606$303,867,979
48Stony Point Wealth Management Inc.$278,873$287,061,848$455,837$287,517,685
49Meridian Financial Partners LLC$320,017$284,174,801$284,174,801
50Wills Financial Group, Inc.$450,895$284,063,890$284,063,890
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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 Data.

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

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.