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

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.