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

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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