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
1Heritage Financial Llc$120,859$102,125,772$102,125,772
2Katz Family Financial Advisors, LLC$209,497$75,000,000$75,000,000
3Rembert Pendleton Jackson$288,009$67,042,002$1,211,142,884$1,278,184,886
4Kinloch Capital, Llc$258,250$90,037,528$14,295,661$104,333,189
5Rede Wealth, Llc$289,260$100,134,000$39,000,000$139,134,000
6Hco Private Wealth$157,285$105,538,347$105,538,347
7Alpha Advisors, Llc$322,870$109,130,217$109,130,217
8Sanchez & Zures, Llc$208,542$118,243,359$118,243,359
9Oakmont Wealth Advisory, Llc$492,412$126,550,000$126,550,000
10Olio Financial Planning$137,955$127,700,370$5,840,061$133,540,431
11Professional Financial Solutions, Llc$201,825$130,227,577$9,839,036$140,066,613
12Westbourne Investments, Inc.$613,667$135,006,810$135,006,810
13Selective Wealth Management, Inc.$140,103$136,740,971$136,740,971
14Covenant Wealth Advisors$251,071$149,600,126$24,140,854$173,740,980
15Ategra Capital Management, Llc$1,924,163$153,933,000$153,933,000
16Campion Asset Management, Llc$752,150$158,135,171$34,415,180$192,550,351
17Keystone Asset Management, Inc.$1,320,896$160,000,000$17,000,000$177,000,000
18Virginia Capital Strategies$492,666$176,867,137$176,867,137
19Tull Financial Group, Inc.$224,967$180,462,258$3,110,714$183,572,972
20Beacon Harbor Wealth Advisors$248,218$201,800,518$8,191,540$209,992,058
21Wills Financial Group$353,430$206,403,391$206,403,391
22HSC Wealth Advisors$172,484$245,100,000$245,100,000
23Wolf Group Capital Advisors$480,373$278,892,848$7,409,335$286,302,183
24Clearlogic Financial, Inc.$392,079$307,612,424$954,098$308,566,522
25Alpha Omega Investment Advisors$452,520$356,715,183$59,602,942$416,318,125
26HaLPern Financial, Inc.$547,091$409,224,166$409,224,166
27Investment Management Of Virginia$921,317$446,516,578$2,164,920$448,681,498
28Pettyjohn, Wood & White, Inc.$565,186$456,105,289$456,105,289
29Pbmares Wealth Management Llc$318,453$534,009,297$4,494,748$538,504,045
30Toth Financial Advisory Corp$342,664$541,752,147$541,752,147
31Flippin Bruce & Porter Inc$1,230,512$595,568,000$595,568,000
32Yeske Buie Inc.$548,408$652,210,554$11,363,456$663,574,010
33Mclean Asset Management Corp.$414,997$660,405,052$83,270,140$743,675,192
34Godsey & Gibb Wealth Management$609,164$819,802,662$1,959,151$821,761,813
35The Burney Company$389,195$1,684,823,900$1,684,823,900
36Wilbanks, Smith & Thomas Asset Management, Llc$753,415$2,799,326,241$49,336,104$2,848,662,345

Showing 1 to 36 of 36 entries

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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 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. 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) not one who is an insurance company or agency.

Database last updated on January 15, 2020.