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
1Green Square Capital$1,242,926$1,569,052,495$490,475,683$2,059,528,178
2Legacy Wealth Management Inc$421,320$996,545,743$75,293,076$1,071,838,819
3Reliant Investment Management, LLC$2,177,623$711,869,260$170,068,002$881,937,262
4Patriot Investment Management Group Inc$212,569$760,785,132$0$760,785,132
5Telarray, LLC$1,264,239$743,372,654$0$743,372,654
6Woodmont Investment Counsel$880,233$592,464,798$31,620,307$624,085,105
7Private Wealth Management, Inc.$848,824$0$540,700,945$540,700,945
8Summit Asset Management$392,738$435,071,264$71,167,377$506,238,641
9Mastrapasqua Asset Management, Inc.$1,291,510$452,066,967$43,872,957$495,939,924
10HHM Wealth Advisors$194,877$382,957,400$38,950,500$421,907,900
11TBH Global Asset Management, LLC$135,790$363,880,226$28,008,587$391,888,813
12AM Investment Strategies$431,574$278,039,116$62,903,950$340,943,066
13The Patten Group$360,048$334,562,122$4,602,676$339,164,798
14Aldebaran Financial Inc$450,600$316,320,886$0$316,320,886
15Barnett & Co Inc$476,537$293,070,241$0$293,070,241
16Covenant Partners$632,205$286,109,417$2,808,273$288,917,690
17Bellwether Investment Group, LLC$165,796$235,429,723$0$235,429,723
18Guardian Wealth Management, Inc.$246,302$229,800,000$0$229,800,000
19Century Wealth Management$777,605$138,761,570$77,412,739$216,174,309
20Snow Creek Wealth Management$361,776$202,121,645$4,814,436$206,936,081
21Wealth Preservation Advisors$359,181$201,141,082$0$201,141,082
22William Howard & Co Financial Advisors, Inc$404,000$185,203,471$12,756,737$197,960,208
23Silverleafe Capital Partners$660,117$169,121,077$22,312,977$191,434,054
24Evergreen Advisors$208,636$159,308,388$19,283,728$178,592,116
25Financial Partners Group$191,829$176,674,386$0$176,674,386
26Capital Square, LLC$134,419$168,623,834$475,025$169,098,859
27Brogan Financial, Inc.$144,097$157,150,638$11,443,226$168,593,864
28Decker Wealth Management$310,016$137,649,461$18,288,463$155,937,924
29The Nalls Sherbakoff Group, LLC$181,809$147,992,639$0$147,992,639
30Quinn Stauffer Financial, LLC$112,875$120,784,539$3,152,522$123,937,061
31Griffin Family Partners, LLC$905,512$85,000,000$30,000,000$115,000,000
32Campbell Rooks Wealth Management, LLC$277,564$102,757,082$4,937,706$107,694,788

Showing 1 to 32 of 32 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 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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) nor one who is an insurance company or agency.

Database last updated on June 5, 2017.