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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Wilbanks, Smith & Thomas Asset Management, Llc$812,119$3,453,190,627$54,352,628$3,507,543,255
2Palladium Registered Investment Advisors$1,128,963$2,498,160,568$34,103,417$2,532,263,985
3Dyson Capital Advisors, Llc$52,455,426$390,915,000$2,074,490,000$2,465,405,000
4Heritage Wealth Advisors$1,924,890$1,144,602,421$1,124,843,372$2,269,445,793
5Pagnatokarp Partners, Llc$841,271$2,155,180,015$49,790,002$2,204,970,017
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
8Cary Street Partners$366,266$540,327,629$1,400,513,719$1,940,841,348
9Wealthcare Capital Management Llc$243,572$1,698,991,598$39,136,027$1,738,127,625
10Wealthcare Capital Management Llc$243,572$1,698,991,598$39,136,027$1,738,127,625
11West Financial Services, Inc.$781,742$1,696,434,442$20,270,842$1,716,705,284
12Glassman Wealth Services, Llc$763,903$1,454,471,398$1,454,471,398
13United Income, Inc.$746,691$1,199,185,772$1,199,185,772
14Godsey & Gibb Wealth Management$697,940$1,038,581,197$9,026,541$1,047,607,738
15D'Orazio & Associates, Inc.$608,750$1,032,893,421$1,373,210$1,034,266,631
16Alpha Omega Investment Advisors$821,957$881,438,757$84,360,179$965,798,936
17Cjm Wealth Advisers, Ltd.$403,707$855,624,045$34,145,316$889,769,361
18Hemington Wealth Management$531,679$885,777,887$885,777,887
19The Hoerner Planning Group, Llc$963,279$583,465,468$291,192,243$874,657,711
20Azzad Asset Management, Inc.$304,406$804,229,836$8,231,065$812,460,901
21Sbk Financial, Inc.$721,039$744,234,971$49,629,137$793,864,108
22Verus Financial Partners$388,023$777,598,000$777,598,000
23Agili, P.C.$478,997$760,646,620$760,646,620
24Graves-Light Private Wealth Management, Inc.$775,915$744,102,313$744,102,313
25Yeske Buie Inc.$593,479$730,600,306$13,029,151$743,629,457
26Yeske Buie Inc.$593,479$730,600,306$13,029,151$743,629,457
27Steigerwald, Gordon & Koch - Wealth Advisors$1,511,688$724,098,687$724,098,687
28Flippin Bruce & Porter Inc$1,328,206$677,385,000$677,385,000
29Evermay Wealth Management, Llc$682,624$625,822,168$28,131,475$653,953,643
30Darrell & King, Llc$3,548,787$635,232,804$635,232,804
31Toth Financial Advisory Corp$380,641$614,787,602$19,360,771$634,148,373
32Fjy Financial$335,265$540,587,849$35,731,820$576,319,669
33Halpern Financial, Inc.$642,665$554,619,599$554,619,599
34Pettyjohn, Wood & White, Inc.$682,852$547,647,427$547,647,427
35Compton Wealth Advisory Group, Llc$1,499,876$377,891,498$139,565,839$517,457,337
36Investment Management Of Virginia, Llc$1,084,779$507,144,524$2,701,735$509,846,259
37Bernhardt Wealth Management, Inc.$516,592$489,742,150$503,501$490,245,651
38A. N. Culbertson & Company, Inc.$553,578$453,656,000$9,689,000$463,345,000
39Marotta Wealth Management, Inc.$312,146$427,317,955$15,305,323$442,623,278
40Harbour Capital Advisors, Llc$1,438,520$407,101,244$407,101,244
41Hopwood Financial Services, Inc.$604,892$384,106,188$384,106,188
42Pineno Levin & Ford Asset Management, Inc.$862,009$354,163,582$9,604,333$363,767,915
43Clearlogic Financial, Inc.$391,768$336,888,294$3,165,911$340,054,205
44Brown | Miller Wealth Management, Llc$202,121$335,738,703$388,967$336,127,670
45Redmond Asset Management, Llc$800,535$297,074,016$23,940,683$321,014,699
46Millennium Advisory Services, Inc.$196,547$320,568,671$320,568,671
47Beacon Harbor Wealth Advisors$345,090$289,121,003$29,397,392$318,518,395
48Monument Wealth Management$299,785$299,647,190$12,728,561$312,375,751
49Alexander Randolph Advisory Inc$683,493$185,623,217$120,581,424$306,204,641
50Hsc Wealth Advisors$194,712$292,067,301$292,067,301
Next Page »

Showing 1 to 50 of 93 entries

Page 1 | 2

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.