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 |
|---|---|---|---|---|---|
| 1 | Legacy Wealth Management Inc | $400,131 | $1,146,423,843 | $78,776,547 | $1,225,200,390 |
| 2 | Reliant Investment Management, LLC | $2,263,279 | $713,859,149 | $214,085,382 | $927,944,531 |
| 3 | Patriot Investment Management Group Inc | $220,130 | $861,656,316 | $1,474,609 | $863,130,925 |
| 4 | Telarray, LLC | $1,363,037 | $808,280,690 | — | $808,280,690 |
| 5 | Woodmont Investment Counsel | $2,241,601 | $672,738,935 | $42,331,691 | $715,070,626 |
| 6 | Private Wealth Management, Inc. | $1,103,990 | — | $590,634,796 | $590,634,796 |
| 7 | Green Square Capital | $778,306 | $472,692,365 | $107,145,837 | $579,838,202 |
| 8 | Mastrapasqua Asset Management, Inc. | $1,056,262 | $558,046,607 | $4,941,091 | $562,987,698 |
| 9 | Summit Asset Management Llc | $699,144 | $552,314,342 | $9,452 | $552,323,794 |
| 10 | Summit Asset Management | $391,407 | $456,271,133 | $64,691,826 | $520,962,959 |
| 11 | Covenant Partners | $994,096 | $445,124,575 | $61,864,228 | $506,988,803 |
| 12 | Red Door Wealth Management, LLC | $455,090 | $263,936,500 | $217,093,274 | $481,029,774 |
| 13 | TBH Global Asset Management, LLC | $283,761 | $442,813,934 | $9,501,621 | $452,315,555 |
| 14 | Woodmont Investment Counsel, Llc | $4,677,986 | $388,232,610 | $42,142,056 | $430,374,666 |
| 15 | HHM Wealth Advisors | $164,826 | $386,646,790 | $32,998,962 | $419,645,752 |
| 16 | AM Investment Strategies | $419,823 | $184,870,507 | $168,620,121 | $353,490,628 |
| 17 | The Patten Group | $373,102 | $340,788,377 | $3,211,798 | $344,000,175 |
| 18 | Aldebaran Financial Inc | $490,957 | $329,923,322 | — | $329,923,322 |
| 19 | Century Wealth Management | $766,476 | $209,242,427 | $87,383,973 | $296,626,400 |
| 20 | Covenant Partners, Llc | $346,343 | $173,648,107 | $101,694,468 | $275,342,575 |
| 21 | Snow Creek Wealth Management | $414,110 | $269,352,779 | $5,202,263 | $274,555,042 |
| 22 | Barnett & Co Inc | $425,360 | $263,289,262 | $859,330 | $264,148,592 |
| 23 | Silverleafe Capital Partners | $551,894 | $231,073,531 | $27,212,866 | $258,286,397 |
| 24 | Wealth Preservation Advisors | $374,336 | $239,200,582 | — | $239,200,582 |
| 25 | Capital Square, LLC | $457,509 | $234,326,076 | $833,374 | $235,159,450 |
| 26 | Abound Wealth Management, LLC | $213,695 | $209,827,658 | $19,466,710 | $229,294,368 |
| 27 | Guardian Wealth Management, Inc. | $963,649 | $226,457,614 | — | $226,457,614 |
| 28 | Brogan Financial, Inc. | $165,898 | $207,107,151 | $11,546,474 | $218,653,625 |
| 29 | Evergreen Advisors | $210,666 | $182,647,010 | $25,280,805 | $207,927,815 |
| 30 | William Howard & Co Financial Advisors, Inc | $441,702 | $186,397,700 | $12,368,393 | $198,766,093 |
| 31 | Acumen Wealth Advisors, LLC | $1,347,021 | $153,314,306 | $31,227,622 | $184,541,928 |
| 32 | The Nalls Sherbakoff Group, LLC | $202,902 | $176,555,732 | $3,824,124 | $180,379,856 |
| 33 | Financial Partners Group | $698,601 | $166,267,122 | — | $166,267,122 |
| 34 | Quinn Stauffer Financial, LLC | $117,549 | $161,394,646 | — | $161,394,646 |
| 35 | Decker Wealth Management | $346,798 | $158,906,043 | $1,661,231 | $160,567,274 |
| 36 | Leconte Wealth Management, LLC | $774,990 | $157,323,010 | — | $157,323,010 |
| 37 | Integrity Capital Management | $389,755 | $150,171,593 | $3,391,713 | $153,563,306 |
| 38 | Griffin Family Partners, LLC | $1,074,366 | $114,132,615 | $33,055,477 | $147,188,092 |
| 39 | Cypress Capital Advisors, LLC | $193,958 | $142,365,431 | — | $142,365,431 |
| 40 | Ctm Financial, LLC | $297,434 | $127,599,160 | — | $127,599,160 |
| 41 | Marmo Financial Group, LLC | $105,327 | $126,603,116 | — | $126,603,116 |
| 42 | Davis, Davis And Conover Wealth Management, LLC | $238,258 | $109,185,434 | $175,009 | $109,360,443 |
| 43 | Campbell Rooks Wealth Management, LLC | $247,872 | $101,845,671 | $7,465,706 | $109,311,377 |
| 44 | Resource Advisory Services, Inc. | $226,155 | $88,515,185 | $13,254,605 | $101,769,790 |
Showing 1 to 44 of 44 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 2,206 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.
