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
1AM Investment Strategies$419,823$184,870,507$168,620,121$353,490,628
2Century Wealth Management$766,476$209,242,427$87,383,973$296,626,400
3Covenant Partners$994,096$445,124,575$61,864,228$506,988,803
4Ctm Financial, LLC$297,434$127,599,160$127,599,160
5Decker Wealth Management$346,798$158,906,043$1,661,231$160,567,274
6Green Square Capital$778,306$472,692,365$107,145,837$579,838,202
7Private Wealth Management, Inc.$1,103,990$590,634,796$590,634,796
8Resource Advisory Services, Inc.$226,155$88,515,185$13,254,605$101,769,790
9Silverleafe Capital Partners$551,894$231,073,531$27,212,866$258,286,397
10Snow Creek Wealth Management$414,110$269,352,779$5,202,263$274,555,042
11Summit Asset Management Llc$699,144$552,314,342$9,452$552,323,794
12TBH Global Asset Management, LLC$283,761$442,813,934$9,501,621$452,315,555
13Telarray, LLC$1,363,037$808,280,690$808,280,690
14William Howard & Co Financial Advisors, Inc$441,702$186,397,700$12,368,393$198,766,093
15Woodmont Investment Counsel, Llc$4,677,986$388,232,610$42,142,056$430,374,666

Showing 1 to 15 of 15 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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