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
1Pronvest, Inc.$39,240$426,933,397$599,511,806$1,026,445,203
2Legacy Wealth Management Inc$455,177$974,100,408$48,682,187$1,022,782,595
3Waddell & Associates Inc$278,018$710,209,542$61,289,272$771,498,814
4FSG Investment Management$1,104,996$507,042,256$75,290,774$582,333,030
5Patriot Investment Management Group Inc$167,692$574,010,783$0$574,010,783
6Mastrapasqua Asset Management, Inc.$1,617,649$502,258,651$5,683,183$507,941,834
7Summit Asset Management$395,306$413,399,063$64,130,237$477,529,300
8Private Wealth Management, Inc.$789,679$0$439,851,405$439,851,405
9Aldebaran Financial Inc$407,775$282,587,727$0$282,587,727
10HHM Wealth Advisors$158,056$244,884,000$5,951,000$250,835,000
11AM Investment Strategies$364,564$10,787,050$240,032,797$250,819,847
12Covenant Partners$827,339$229,173,040$0$229,173,040
13Guardian Wealth Management, Inc.$213,856$199,100,000$0$199,100,000
14Century Wealth Management$742,158$113,695,081$66,649,250$180,344,331
15Asset Planning Corporation$1,064,482$157,667,021$3,069,689$160,736,710
16Snow Creek Wealth Management$1,071,827$149,953,887$4,389,265$154,343,152
17William Howard & Co Financial Advisors, Inc$441,038$145,715,686$7,765,384$153,481,070
18Silverleafe Capital Partners$534,322$124,288,487$15,169,533$139,458,020
19Financial Partners Group$282,467$138,691,428$0$138,691,428
20Evergreen Advisors$192,640$124,939,645$9,523,013$134,462,658
21Brogan Financial, Inc.$125,193$122,346,271$5,726,070$128,072,341
22Wealth Preservation Advisors$637,755$125,000,000$0$125,000,000
23Hammel Financial Advisory Group$235,122$86,236,448$34,381,348$120,617,796
24Decker Wealth Management$309,705$83,396,649$19,734,952$103,131,601

Showing 1 to 24 of 24 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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2014. (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 regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% 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.