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

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.

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