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
1Legacy Wealth Management Inc$400,131$1,146,423,843$78,776,547$1,225,200,390
2Patriot Investment Management Group Inc$220,130$861,656,316$1,474,609$863,130,925
3Telarray, LLC$1,363,037$808,280,690$808,280,690
4Reliant Investment Management, LLC$2,263,279$713,859,149$214,085,382$927,944,531
5Woodmont Investment Counsel$2,241,601$672,738,935$42,331,691$715,070,626
6Mastrapasqua Asset Management, Inc.$1,056,262$558,046,607$4,941,091$562,987,698
7Summit Asset Management Llc$699,144$552,314,342$9,452$552,323,794
8Green Square Capital$778,306$472,692,365$107,145,837$579,838,202
9Summit Asset Management$391,407$456,271,133$64,691,826$520,962,959
10Covenant Partners$994,096$445,124,575$61,864,228$506,988,803
11TBH Global Asset Management, LLC$283,761$442,813,934$9,501,621$452,315,555
12Woodmont Investment Counsel, Llc$4,677,986$388,232,610$42,142,056$430,374,666
13HHM Wealth Advisors$164,826$386,646,790$32,998,962$419,645,752
14The Patten Group$373,102$340,788,377$3,211,798$344,000,175
15Aldebaran Financial Inc$490,957$329,923,322$329,923,322
16Snow Creek Wealth Management$414,110$269,352,779$5,202,263$274,555,042
17Red Door Wealth Management, LLC$455,090$263,936,500$217,093,274$481,029,774
18Barnett & Co Inc$425,360$263,289,262$859,330$264,148,592
19Wealth Preservation Advisors$374,336$239,200,582$239,200,582
20Capital Square, LLC$457,509$234,326,076$833,374$235,159,450
21Silverleafe Capital Partners$551,894$231,073,531$27,212,866$258,286,397
22Guardian Wealth Management, Inc.$963,649$226,457,614$226,457,614
23Abound Wealth Management, LLC$213,695$209,827,658$19,466,710$229,294,368
24Century Wealth Management$766,476$209,242,427$87,383,973$296,626,400
25Brogan Financial, Inc.$165,898$207,107,151$11,546,474$218,653,625
26William Howard & Co Financial Advisors, Inc$441,702$186,397,700$12,368,393$198,766,093
27AM Investment Strategies$419,823$184,870,507$168,620,121$353,490,628
28Evergreen Advisors$210,666$182,647,010$25,280,805$207,927,815
29The Nalls Sherbakoff Group, LLC$202,902$176,555,732$3,824,124$180,379,856
30Covenant Partners, Llc$346,343$173,648,107$101,694,468$275,342,575
31Financial Partners Group$698,601$166,267,122$166,267,122
32Quinn Stauffer Financial, LLC$117,549$161,394,646$161,394,646
33Decker Wealth Management$346,798$158,906,043$1,661,231$160,567,274
34Leconte Wealth Management, LLC$774,990$157,323,010$157,323,010
35Acumen Wealth Advisors, LLC$1,347,021$153,314,306$31,227,622$184,541,928
36Integrity Capital Management$389,755$150,171,593$3,391,713$153,563,306
37Cypress Capital Advisors, LLC$193,958$142,365,431$142,365,431
38Ctm Financial, LLC$297,434$127,599,160$127,599,160
39Marmo Financial Group, LLC$105,327$126,603,116$126,603,116
40Griffin Family Partners, LLC$1,074,366$114,132,615$33,055,477$147,188,092
41Davis, Davis And Conover Wealth Management, LLC$238,258$109,185,434$175,009$109,360,443
42Campbell Rooks Wealth Management, LLC$247,872$101,845,671$7,465,706$109,311,377
43Resource Advisory Services, Inc.$226,155$88,515,185$13,254,605$101,769,790
44Private Wealth Management, Inc.$1,103,990$590,634,796$590,634,796

Showing 1 to 44 of 44 entries

Page 1

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 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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 5, 2019.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.