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
3Patriot Investment Management Group Inc$212,569$760,785,132$0$760,785,132
4Telarray, LLC$1,264,239$743,372,654$0$743,372,654
5Woodmont Investment Counsel$880,233$592,464,798$31,620,307$624,085,105
6Private Wealth Management, Inc.$848,824$0$540,700,945$540,700,945
7Summit Asset Management$392,738$435,071,264$71,167,377$506,238,641
8Mastrapasqua Asset Management, Inc.$1,291,510$452,066,967$43,872,957$495,939,924
9HHM Wealth Advisors$194,877$382,957,400$38,950,500$421,907,900
10TBH Global Asset Management, LLC$135,790$363,880,226$28,008,587$391,888,813
11AM Investment Strategies$431,574$278,039,116$62,903,950$340,943,066
12The Patten Group$360,048$334,562,122$4,602,676$339,164,798
13Aldebaran Financial Inc$450,600$316,320,886$0$316,320,886
14Barnett & Co Inc$476,537$293,070,241$0$293,070,241
15Covenant Partners$632,205$286,109,417$2,808,273$288,917,690
16Bellwether Investment Group, LLC$165,796$235,429,723$0$235,429,723
17Guardian Wealth Management, Inc.$246,302$229,800,000$0$229,800,000
18Century Wealth Management$777,605$138,761,570$77,412,739$216,174,309
19Snow Creek Wealth Management$361,776$202,121,645$4,814,436$206,936,081
20Wealth Preservation Advisors$359,181$201,141,082$0$201,141,082
21William Howard & Co Financial Advisors, Inc$404,000$185,203,471$12,756,737$197,960,208
22Silverleafe Capital Partners$660,117$169,121,077$22,312,977$191,434,054
23The Nalls Sherbakoff Group, LLC$214,294$180,006,831$0$180,006,831
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
29Quinn Stauffer Financial, LLC$112,875$120,784,539$3,152,522$123,937,061
30Griffin Family Partners, LLC$905,512$85,000,000$30,000,000$115,000,000
31Campbell Rooks Wealth Management, LLC$277,564$102,757,082$4,937,706$107,694,788

Showing 1 to 31 of 31 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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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 December 11, 2017.


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