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

Showing 1 to 36 of 36 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.