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
1YHB Wealth Advisors, LLC$471,312$101,803,457$101,803,457
2Yeske Buie Inc.$562,389$711,352,340$10,754,636$722,106,976
3Wills Financial Group, Inc.$450,895$284,063,890$284,063,890
4Wilbanks, Smith & Thomas Asset Management, LLC$893,635$3,957,295,550$56,912,219$4,014,207,769
5Westbourne Investments, Inc.$388,856$189,373,098$189,373,098
6Wealthway Financial Advisors$309,590$165,321,000$165,321,000
7Washington Wealth Advisors, LLC$180,004$25,020,598$184,144,402$209,165,000
8Virginia Wealth Management Group, Inc.$705,838$150,013,423$49,738,725$199,752,148
9Verus Financial Partners, Inc.$421,978$855,349,922$855,349,922
10Tull Financial Group, Inc.$279,074$226,698,940$2,979,356$229,678,296
11TONER ASSET MANAGEMENT GROUP, INC.$785,172$112,279,570$112,279,570
12The Hoerner Planning Group, LLC$983,005$681,403,902$305,533,251$986,937,153
13The Burney Company$536,246$2,085,998,868$2,085,998,868
14Taylor Hoffman Wealth Management, LLC$386,235$186,178,999$91,910,291$278,089,290
15Taylor Financial Group, Inc.$297,442$268,887,670$268,887,670
16Sullivan, Bruyette, Speros & Blayney, LLC$1,118,887$5,045,658,608$17,305,328$5,062,963,936
17Strategent Financial, LLC$1,786,231$189,340,534$189,340,534
18Stony Point Wealth Management Inc.$278,873$287,061,848$455,837$287,517,685
19Steigerwald, Gordon & Koch Inc.$1,505,211$790,236,000$790,236,000
20Solitude Financial Services, Inc.$335,470$153,645,219$153,645,219
21Sentinel Wealth Management, Inc.$724,679$236,969,934$236,969,934
22Selective Wealth Management, Inc.$224,468$342,537,636$342,537,636
23SBK Financial, Inc.$733,741$803,111,543$61,235,553$864,347,096
24Sanchez & Zures, LLC$269,665$140,495,477$140,495,477
25Sage Financial Management Group, Inc.$2,303,219$249,663,718$12,903,207$262,566,925
26Redmond Asset Management, LLC$1,014,368$351,300,430$31,116,127$382,416,557
27Rede Wealth, LLC$540,913$154,022,000$39,625,000$193,647,000
28RDL Financial, Inc.$491,696$296,500,373$7,367,606$303,867,979
29Professional Financial Solutions, LLC$246,874$179,788,262$12,526,501$192,314,763
30Precipio Wealth Management LLC$501,502$226,962,462$5,233,059$232,195,521
31Pineno Levin & Ford Asset Management, Inc.$909,351$360,306,867$10,708,425$371,015,292
32Pettyjohn, Wood & White, Inc.$704,133$587,246,691$587,246,691
33Palladium Partners, LLC$1,152,754$2,748,493,741$40,017,470$2,788,511,211
34Omega Wealth Management LLC$293,135$19,777,573$143,498,599$163,276,172
35Olio Financial Planning, LLC$233,988$209,353,339$10,595,769$219,949,108
36MOS Capital, Inc$527,869$161,688,202$1,423,422$163,111,624
37Monument Capital Management, LLC$406,442$353,702,263$7,218,414$360,920,677
38Montvue Capital Management, Inc.$446,662$177,771,347$177,771,347
39Moneywise Inc$220,642$324,785,652$324,785,652
40Monaco Capital Management, LLC$194,631$176,766,665$1,710,203$178,476,868
41Meridian Financial Partners LLC$320,017$284,174,801$284,174,801
42MCLEAN ASSET MANAGEMENT CORP.$406,260$789,876,863$55,550,316$845,427,179
43Marotta Asset Management, Inc.$311,336$456,038,756$14,701,091$470,739,847
44Korving & Company LLC$259,190$112,637,000$4,517,000$117,154,000
45Kinloch Capital, LLC$373,442$165,808,406$165,808,406
46Keystone Asset Management, Inc.$1,992,366$240,000,000$21,000,000$261,000,000
47Independence Wealth Advisors Inc.$417,515$166,150,066$15,051,522$181,201,588
48Houlihan Financial Resource Group, Ltd.$540,610$283,279,780$283,279,780
49Hopwood Financial Services, Inc.$600,880$451,861,899$451,861,899
50Heritage Wealth Management Group, Ltd$264,875$115,634,711$21,835,200$137,469,911
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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.