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$1,490,803$1,303,056,145$256,323,911$1,559,380,056
2Legacy Wealth Management Inc$453,975$999,177,497$57,676,471$1,056,853,968
3Waddell & Associates Inc$291,338$741,958,498$78,448,991$820,407,489
4FSG Investment Management$1,160,778$654,678,915$0$654,678,915
5Patriot Investment Management Group Inc$178,068$638,194,395$0$638,194,395
6Woodmont Investment Counsel$883,491$612,426,644$25,453,678$637,880,322
7Summit Asset Management$402,579$424,639,324$71,338,172$495,977,496
8Private Wealth Management, Inc.$853,258$0$483,797,133$483,797,133
9Mastrapasqua Asset Management, Inc.$1,820,919$470,370,903$8,530,780$478,901,683
10Barnett & Co Inc$552,640$382,426,685$0$382,426,685
11The Patten Group$349,821$321,998,249$4,384,804$326,383,053
12HHM Wealth Advisors$174,939$279,100,000$9,900,000$289,000,000
13Aldebaran Financial Inc$430,038$288,555,255$0$288,555,255
14AM Investment Strategies$399,013$84,821,516$197,679,542$282,501,058
15Covenant Partners$838,404$269,966,175$0$269,966,175
16Guardian Wealth Management, Inc.$216,397$202,763,830$0$202,763,830
17Century Wealth Management$680,064$116,612,000$64,965,000$181,577,000
18Asset Planning Corporation$1,119,498$166,819,609$2,224,559$169,044,168
19William Howard & Co Financial Advisors, Inc$471,273$153,662,468$14,110,873$167,773,341
20Wealth Preservation Advisors$388,967$167,256,000$0$167,256,000
21Snow Creek Wealth Management$342,717$160,736,890$4,452,507$165,189,397
22Silverleafe Capital Partners$580,543$142,772,382$15,715,877$158,488,259
23Evergreen Advisors$187,247$131,450,973$14,976,403$146,427,376
24Financial Partners Group$187,454$143,589,960$0$143,589,960
25Brogan Financial, Inc.$127,771$134,226,080$5,043,833$139,269,913
26HMS Investment Advisors$474,382$132,974,575$2,698,700$135,673,275
27Decker Wealth Management$272,268$108,937,537$19,300,530$128,238,067
28Hammel Financial Advisory Group$232,822$95,020,937$30,935,677$125,956,614
29Bellwether Investment Group$148,342$121,891,279$46,240$121,937,519
30Quinn Financial Partners$110,759$97,294,834$2,831,645$100,126,479

Showing 1 to 30 of 30 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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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 11, 2015.