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
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
25FJY Financial, LLC$353,168$606,904,894$40,805,772$647,710,666
26Canal Capital Management, LLC$453,646$591,097,312$37,656,577$628,753,889
27Pettyjohn, Wood & White, Inc.$704,133$587,246,691$587,246,691
28Bernhardt Wealth Management, Inc.$530,044$533,721,527$562,414$534,283,941
29Compton Wealth Advisory Group, LLC$1,500,252$379,929,454$151,159,890$531,089,344
30A. N. Culbertson & Company, Inc.$605,482$485,997,000$9,893,000$495,890,000
31Brown | Miller Wealth Management, LLC$260,978$466,970,015$27,584,104$494,554,119
32Harbour Capital Advisors, LLC$1,891,624$474,797,693$474,797,693
33Marotta Asset Management, Inc.$311,336$456,038,756$14,701,091$470,739,847
34Hopwood Financial Services, Inc.$600,880$451,861,899$451,861,899
35Redmond Asset Management, LLC$1,014,368$351,300,430$31,116,127$382,416,557
36Clearlogic Financial, Inc.$416,911$328,044,142$48,843,613$376,887,755
37Pineno Levin & Ford Asset Management, Inc.$909,351$360,306,867$10,708,425$371,015,292
38Monument Capital Management, LLC$406,442$353,702,263$7,218,414$360,920,677
39Beacon Harbor Wealth Advisors, Inc.$337,439$341,457,423$16,227,819$357,685,242
40Courage Miller Partners, LLC$488,139$311,718,882$35,347,635$347,066,517
41Selective Wealth Management, Inc.$224,468$342,537,636$342,537,636
42Moneywise Inc$220,642$324,785,652$324,785,652
43Alexander Randolph Advisory Inc$697,806$197,364,371$124,324,218$321,688,589
44RDL Financial, Inc.$491,696$296,500,373$7,367,606$303,867,979
45Stony Point Wealth Management Inc.$278,873$287,061,848$455,837$287,517,685
46Meridian Financial Partners LLC$320,017$284,174,801$284,174,801
47Wills Financial Group, Inc.$450,895$284,063,890$284,063,890
48Houlihan Financial Resource Group, Ltd.$540,610$283,279,780$283,279,780
49Taylor Hoffman Wealth Management, LLC$386,235$186,178,999$91,910,291$278,089,290
50Taylor Financial Group, Inc.$297,442$268,887,670$268,887,670
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Showing 1 to 50 of 88 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 Research.

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

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.