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$992,838$1,387,452,532$454,261,341$1,841,713,873
2Legacy Wealth Management Inc$417,251$959,734,937$59,609,910$1,019,344,847
3Waddell & Associates Inc$273,778$675,570,254$74,854,428$750,424,682
4FSG Investment Management$1,127,855$647,388,803$0$647,388,803
5Patriot Investment Management Group Inc$180,193$644,912,469$0$644,912,469
6Woodmont Investment Counsel$867,621$552,465,082$35,782,231$588,247,313
7Summit Asset Management$380,005$419,356,917$72,749,224$492,106,141
8Private Wealth Management, Inc.$809,923$0$476,234,495$476,234,495
9Mastrapasqua Asset Management, Inc.$1,248,313$417,057,291$58,550,113$475,607,404
10HHM Wealth Advisors$191,994$354,561,000$10,036,000$364,597,000
11The Patten Group$335,909$306,350,869$4,365,134$310,716,003
12Barnett & Co Inc$1,075,018$297,780,018$0$297,780,018
13Aldebaran Financial Inc$423,246$291,193,396$0$291,193,396
14Covenant Partners$746,493$282,016,786$1,650,463$283,667,249
15AM Investment Strategies$349,122$111,082,116$154,250,767$265,332,883
16Guardian Wealth Management, Inc.$212,124$197,700,000$0$197,700,000
17Bellwether Investment Group$155,679$184,183,268$296,000$184,479,268
18Century Wealth Management$668,123$120,535,474$62,530,298$183,065,772
19William Howard & Co Financial Advisors, Inc$403,943$164,898,275$13,240,501$178,138,776
20Silverleafe Capital Partners$631,758$154,222,243$14,457,068$168,679,311
21Asset Planning Corporation$1,047,228$164,024,202$4,579,476$168,603,678
22Snow Creek Wealth Management$304,049$156,001,060$4,536,896$160,537,956
23Wealth Preservation Advisors$351,530$159,946,365$0$159,946,365
24Evergreen Advisors$193,048$138,875,754$16,527,592$155,403,346
25Brogan Financial, Inc.$128,749$142,808,623$4,738,266$147,546,889
26Financial Partners Group$174,753$142,773,520$0$142,773,520
27Decker Wealth Management$308,647$123,724,989$15,166,058$138,891,047
28HMS Investment Advisors$474,986$133,426,982$3,844,098$137,271,080
29The Nalls Sherbakoff Group, LLC$165,222$125,733,623$0$125,733,623
30Campbell Asset Management, L.L.C.$232,374$101,710,635$5,646,324$107,356,959
31Hammel Financial Advisory Group$229,800$79,398,038$26,080,204$105,478,242
32Quinn Financial Partners$101,325$99,509,156$3,335,746$102,844,902

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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2016. 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) not one who is an insurance company or agency.

Database last updated on June 6, 2016.