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
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
4Heritage Wealth Advisors, LLC$2,176,790$2,456,317,155$212,427,941$2,668,745,096
5The Burney Company$536,246$2,085,998,868$2,085,998,868
6Glassman Wealth Services, LLC$787,072$1,662,297,089$1,662,297,089
7D'Orazio & Associates, Inc.$690,602$1,137,551,451$1,941,397$1,139,492,848
8Godsey & Gibb Inc$705,243$1,065,037,635$8,341,962$1,073,379,597
9Bogart Wealth, LLC$351,211$1,058,890,760$252,882,707$1,311,773,467
10Azzad Asset Management, Inc.$361,021$1,056,128,038$7,439,550$1,063,567,588
11CJM Wealth Advisers, Ltd.$1,200,027$901,779,530$43,841,682$945,621,212
12Agili, P.C.$510,732$884,588,280$884,588,280
13Verus Financial Partners, Inc.$421,978$855,349,922$855,349,922
14Alpha Omega Wealth Management, LLC$948,169$834,419,858$341,310,229$1,175,730,087
15Graves-Light Private Wealth Management, Inc.$808,095$822,641,188$822,641,188
16SBK Financial, Inc.$733,741$803,111,543$61,235,553$864,347,096
17Steigerwald, Gordon & Koch Inc.$1,505,211$790,236,000$790,236,000
18MCLEAN ASSET MANAGEMENT CORP.$406,260$789,876,863$55,550,316$845,427,179
19Hemington Wealth Management, LLC$586,878$755,898,708$755,898,708
20Yeske Buie Inc.$562,389$711,352,340$10,754,636$722,106,976
21Evermay Wealth Management, LLC$716,717$703,879,450$32,905,588$736,785,038
22The Hoerner Planning Group, LLC$983,005$681,403,902$305,533,251$986,937,153
23FJY Financial, LLC$353,168$606,904,894$40,805,772$647,710,666
24Canal Capital Management, LLC$453,646$591,097,312$37,656,577$628,753,889
25Pettyjohn, Wood & White, Inc.$704,133$587,246,691$587,246,691
26Bernhardt Wealth Management, Inc.$530,044$533,721,527$562,414$534,283,941
27Dyson Capital Advisors, LLC$43,417,734$490,816,000$2,287,919,000$2,778,735,000
28A. N. Culbertson & Company, Inc.$605,482$485,997,000$9,893,000$495,890,000
29Harbour Capital Advisors, LLC$1,891,624$474,797,693$474,797,693
30Brown | Miller Wealth Management, LLC$260,978$466,970,015$27,584,104$494,554,119
31Marotta Asset Management, Inc.$311,336$456,038,756$14,701,091$470,739,847
32Hopwood Financial Services, Inc.$600,880$451,861,899$451,861,899
33Compton Wealth Advisory Group, LLC$1,500,252$379,929,454$151,159,890$531,089,344
34Pineno Levin & Ford Asset Management, Inc.$909,351$360,306,867$10,708,425$371,015,292
35Monument Capital Management, LLC$406,442$353,702,263$7,218,414$360,920,677
36Redmond Asset Management, LLC$1,014,368$351,300,430$31,116,127$382,416,557
37Selective Wealth Management, Inc.$224,468$342,537,636$342,537,636
38Beacon Harbor Wealth Advisors, Inc.$337,439$341,457,423$16,227,819$357,685,242
39Clearlogic Financial, Inc.$416,911$328,044,142$48,843,613$376,887,755
40Moneywise Inc$220,642$324,785,652$324,785,652
41Courage Miller Partners, LLC$488,139$311,718,882$35,347,635$347,066,517
42RDL Financial, Inc.$491,696$296,500,373$7,367,606$303,867,979
43Stony Point Wealth Management Inc.$278,873$287,061,848$455,837$287,517,685
44Meridian Financial Partners LLC$320,017$284,174,801$284,174,801
45Wills Financial Group, Inc.$450,895$284,063,890$284,063,890
46Houlihan Financial Resource Group, Ltd.$540,610$283,279,780$283,279,780
47Taylor Financial Group, Inc.$297,442$268,887,670$268,887,670
48Acima Private Wealth LLC$4,677,754$252,598,698$252,598,698
49Sage Financial Management Group, Inc.$2,303,219$249,663,718$12,903,207$262,566,925
50Keystone Asset Management, Inc.$1,992,366$240,000,000$21,000,000$261,000,000
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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.