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$753,415$2,799,326,241$49,336,104$2,848,662,345
2The Burney Company$389,195$1,684,823,900$1,684,823,900
3Rembert Pendleton Jackson$288,009$67,042,002$1,211,142,884$1,278,184,886
4Godsey & Gibb Wealth Management$609,164$819,802,662$1,959,151$821,761,813
5McLean Asset Management Corp.$414,997$660,405,052$83,270,140$743,675,192
6Yeske Buie Inc.$548,408$652,210,554$11,363,456$663,574,010
7Flippin Bruce & Porter Inc$1,230,512$595,568,000$595,568,000
8Toth Financial Advisory Corp$342,664$541,752,147$541,752,147
9PBMares Wealth Management$318,453$534,009,297$4,494,748$538,504,045
10Pettyjohn, Wood & White, Inc.$565,186$456,105,289$456,105,289
11Investment Management Of Virginia$921,317$446,516,578$2,164,920$448,681,498
12ALPha Omega Investment Advisors$452,520$356,715,183$59,602,942$416,318,125
13HaLPern Financial, Inc.$547,091$409,224,166$409,224,166
14ClearLogic Financial$392,079$307,612,424$954,098$308,566,522
15HSC Wealth Advisors$172,484$245,100,000$245,100,000
16Wills Financial Group$353,430$206,403,391$206,403,391
17Campion Asset Management, LLC$752,150$158,135,171$34,415,180$192,550,351
18Tull Financial Group, Inc.$224,967$180,462,258$3,110,714$183,572,972
19Keystone Asset Management, Inc.$1,320,896$160,000,000$17,000,000$177,000,000
20Virginia Capital Strategies$492,666$176,867,137$176,867,137
21Capital Fiduciary Advisors, LLC$411,257$130,899,603$16,330,511$147,230,114
22Katz Family Financial Advisors, LLC$203,556$140,453,684$140,453,684
23Professional Financial Solutions, LLC$201,825$130,227,577$9,839,036$140,066,613
24Rede Wealth, LLC$289,260$100,134,000$39,000,000$139,134,000
25Selective Wealth Management LLC$140,103$136,740,971$136,740,971
26Westbourne Investments, Inc.$613,667$135,006,810$135,006,810
27Olio Financial Planning$137,955$127,700,370$5,840,061$133,540,431
28Sanchez & Zures, LLC$208,542$118,243,359$118,243,359
29ALPha Advisors, LLC$322,870$109,130,217$109,130,217
30Harrison & Company Wealth Management, LLC$157,285$105,538,347$105,538,347

Showing 1 to 30 of 30 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 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.

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