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$1,374,270$2,395,841,038$539,600,191$2,935,441,229
2Legacy Wealth Management Inc$421,853$1,173,137,483$79,343,404$1,252,480,887
3Reliant Investment Management, LLC$2,433,448$752,303,315$228,376,067$980,679,382
4Telarray, LLC$1,430,148$866,669,552$0$866,669,552
5Patriot Investment Management Group Inc$250,778$838,600,485$0$838,600,485
6Woodmont Investment Counsel$938,387$671,941,390$16,834,439$688,775,829
7Private Wealth Management, Inc.$1,128,017$0$600,104,903$600,104,903
8Mastrapasqua Asset Management, Inc.$1,161,252$573,349,692$6,115,122$579,464,814
9Summit Asset Management$448,919$499,050,040$72,423,767$571,473,807
10HHM Wealth Advisors$217,519$448,243,617$34,866,129$483,109,746
11TBH Global Asset Management, LLC$323,957$427,509,764$13,072,320$440,582,084
12The Patten Group$398,242$380,917,704$3,385,408$384,303,112
13AM Investment Strategies$469,634$336,204,225$41,381,501$377,585,726
14Red Door Wealth Management, LLC$390,809$219,031,510$131,914,839$350,946,349
15Aldebaran Financial Inc$488,953$346,667,438$0$346,667,438
16Covenant Partners$687,979$321,618,916$2,418,998$324,037,914
17Barnett & Co Inc$1,153,414$308,779,823$335,103$309,114,926
18Century Wealth Management$969,808$170,713,549$98,892,980$269,606,529
19Silverleafe Capital Partners$619,690$221,029,589$39,859,860$260,889,449
20Guardian Wealth Management, Inc.$268,737$251,000,000$0$251,000,000
21Wealth Preservation Advisors$423,236$247,593,252$0$247,593,252
22Snow Creek Wealth Management$399,801$224,308,580$5,177,000$229,485,580
23William Howard & Co Financial Advisors, Inc$447,019$206,223,610$13,709,745$219,933,355
24Capital Square, LLC$434,300$209,663,485$3,143,362$212,806,847
25Evergreen Advisors$251,511$188,695,609$22,825,364$211,520,973
26Decker Wealth Management$371,217$163,958,074$15,339,496$179,297,570
27Abound Wealth Management, LLC$233,977$163,306,583$15,919,850$179,226,433
28Brogan Financial, Inc.$146,526$163,317,446$11,194,792$174,512,238
29The Nalls Sherbakoff Group, LLC$198,721$162,969,578$3,955,945$166,925,523
30Acumen Wealth Advisors, LLC$1,182,203$132,217,888$34,472,665$166,690,553
31Financial Partners Group$178,340$161,398,101$0$161,398,101
32Quinn Stauffer Financial, LLC$123,064$156,863,848$3,119,834$159,983,682
33Leconte Wealth Management, LLC$365,569$148,055,419$0$148,055,419
34Integrity Capital Management$569,280$139,989,438$2,899,944$142,889,382
35Griffin Family Partners, LLC$1,035,452$96,469,271$42,281,358$138,750,629
36Marmo Financial Group, LLC$119,459$135,467,015$0$135,467,015
37Ctm Financial, LLC$1,052,745$116,854,657$0$116,854,657
38Resource Advisory Services, Inc.$248,063$101,033,114$13,572,001$114,605,115
39Davis, Davis And Conover Wealth Management, LLC$253,973$112,751,459$266,714$113,018,173
40Campbell Rooks Wealth Management, LLC$266,758$101,419,315$9,552,141$110,971,456
41Cypress Capital Advisors, LLC$229,392$102,538,008$0$102,538,008

Showing 1 to 41 of 41 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.


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