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
5Mastrapasqua Asset Management, Inc.$1,617,649$502,258,651$5,683,183$507,941,834
6Summit Asset Management$395,306$413,399,063$64,130,237$477,529,300
7Private Wealth Management, Inc.$789,679$0$439,851,405$439,851,405
8Aldebaran Financial Inc$407,775$282,587,727$0$282,587,727
9HHM Wealth Advisors$158,056$244,884,000$5,951,000$250,835,000
10AM Investment Strategies$364,564$10,787,050$240,032,797$250,819,847
11Covenant Partners$827,339$229,173,040$0$229,173,040
12Guardian Wealth Management, Inc.$213,856$199,100,000$0$199,100,000
13Century Wealth Management$742,158$113,695,081$66,649,250$180,344,331
14Asset Planning Corporation$1,064,482$157,667,021$3,069,689$160,736,710
15Snow Creek Wealth Management$1,071,827$149,953,887$4,389,265$154,343,152
16William Howard & Co Financial Advisors, Inc$441,038$145,715,686$7,765,384$153,481,070
17Silverleafe Capital Partners$534,322$124,288,487$15,169,533$139,458,020
18Financial Partners Group$282,467$138,691,428$0$138,691,428
19Evergreen Advisors$192,640$124,939,645$9,523,013$134,462,658
20Brogan Financial, Inc.$125,193$122,346,271$5,726,070$128,072,341
21Wealth Preservation Advisors$637,755$125,000,000$0$125,000,000
22Hammel Financial Advisory Group$235,122$86,236,448$34,381,348$120,617,796
23Decker Wealth Management$309,705$83,396,649$19,734,952$103,131,601

Showing 1 to 23 of 23 entries

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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.