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
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
8Wealthcare Capital Management Llc$243,572$1,698,991,598$39,136,027$1,738,127,625
9Wealthcare Capital Management Llc$243,572$1,698,991,598$39,136,027$1,738,127,625
10West Financial Services, Inc.$781,742$1,696,434,442$20,270,842$1,716,705,284
11Glassman Wealth Services, Llc$763,903$1,454,471,398$1,454,471,398
12United Income, Inc.$746,691$1,199,185,772$1,199,185,772
13Godsey & Gibb Wealth Management$697,940$1,038,581,197$9,026,541$1,047,607,738
14D'Orazio & Associates, Inc.$608,750$1,032,893,421$1,373,210$1,034,266,631
15Alpha Omega Investment Advisors$821,957$881,438,757$84,360,179$965,798,936
16Cjm Wealth Advisers, Ltd.$403,707$855,624,045$34,145,316$889,769,361
17Hemington Wealth Management$531,679$885,777,887$885,777,887
18The Hoerner Planning Group, Llc$963,279$583,465,468$291,192,243$874,657,711
19Azzad Asset Management, Inc.$304,406$804,229,836$8,231,065$812,460,901
20Sbk Financial, Inc.$721,039$744,234,971$49,629,137$793,864,108
21Verus Financial Partners$388,023$777,598,000$777,598,000
22Agili, P.C.$478,997$760,646,620$760,646,620
23Graves-Light Private Wealth Management, Inc.$775,915$744,102,313$744,102,313
24Yeske Buie Inc.$593,479$730,600,306$13,029,151$743,629,457
25Yeske Buie Inc.$593,479$730,600,306$13,029,151$743,629,457
26Steigerwald, Gordon & Koch - Wealth Advisors$1,511,688$724,098,687$724,098,687
27Flippin Bruce & Porter Inc$1,328,206$677,385,000$677,385,000
28Evermay Wealth Management, Llc$682,624$625,822,168$28,131,475$653,953,643
29Toth Financial Advisory Corp$380,641$614,787,602$19,360,771$634,148,373
30Fjy Financial$335,265$540,587,849$35,731,820$576,319,669
31Halpern Financial, Inc.$642,665$554,619,599$554,619,599
32Pettyjohn, Wood & White, Inc.$682,852$547,647,427$547,647,427
33Compton Wealth Advisory Group, Llc$1,499,876$377,891,498$139,565,839$517,457,337
34Investment Management Of Virginia, Llc$1,084,779$507,144,524$2,701,735$509,846,259
35Bernhardt Wealth Management, Inc.$516,592$489,742,150$503,501$490,245,651
36A. N. Culbertson & Company, Inc.$553,578$453,656,000$9,689,000$463,345,000
37Marotta Wealth Management, Inc.$312,146$427,317,955$15,305,323$442,623,278
38Harbour Capital Advisors, Llc$1,438,520$407,101,244$407,101,244
39Hopwood Financial Services, Inc.$604,892$384,106,188$384,106,188
40Pineno Levin & Ford Asset Management, Inc.$862,009$354,163,582$9,604,333$363,767,915
41Clearlogic Financial, Inc.$391,768$336,888,294$3,165,911$340,054,205
42Brown | Miller Wealth Management, Llc$202,121$335,738,703$388,967$336,127,670
43Redmond Asset Management, Llc$800,535$297,074,016$23,940,683$321,014,699
44Beacon Harbor Wealth Advisors$345,090$289,121,003$29,397,392$318,518,395
45Monument Wealth Management$299,785$299,647,190$12,728,561$312,375,751
46Alexander Randolph Advisory Inc$683,493$185,623,217$120,581,424$306,204,641
47Hsc Wealth Advisors$194,712$292,067,301$292,067,301
48Wolf Group Capital Advisors$480,373$278,892,848$7,409,335$286,302,183
49Houlihan Financial Resource Group, Ltd.$525,551$269,607,522$269,607,522
50Stony Point Wealth Management Inc.$235,855$246,589,301$8,605,901$255,195,202
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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.