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

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.