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 | COGENTBLUE | $285,581 | $100,524,667 | — | $100,524,667 |
| 2 | CORNERSTONE WEALTH MANAGEMENT GROUP | $159,544 | $102,000,000 | $10,000,000 | $112,000,000 |
| 3 | BLONG FINANCIAL | $320,586 | $107,422,467 | $10,553,217 | $117,975,684 |
| 4 | J. MARK NICKELL & CO. | $760,076 | $124,425,049 | $987,536 | $125,412,585 |
| 5 | INTEGRITY CAPITAL MANAGEMENT | $321,026 | $128,731,453 | — | $128,731,453 |
| 6 | DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC | $290,816 | $135,290,848 | $229,237 | $135,520,085 |
| 7 | BELLWETHER INVESTMENT GROUP, LLC | $218,820 | $130,265,130 | $9,779,870 | $140,045,000 |
| 8 | RAYBURN WEST FINANCIAL SERVICES | $1,019,209 | $98,238,082 | $49,547,160 | $147,785,242 |
| 9 | RETIREMENT PLANNING SERVICES | $372,280 | $153,751,610 | — | $153,751,610 |
| 10 | BARNETT & CO INC | $510,468 | $157,224,136 | — | $157,224,136 |
| 11 | STONEPOINT CAPITAL, LLC | $6,889,446 | $158,457,267 | — | $158,457,267 |
| 12 | CAP PARTNERS, LLC | $155,285 | $163,980,867 | — | $163,980,867 |
| 13 | STONEBRIDGE WEALTH MANAGEMENT | $302,085 | $162,087,659 | $9,496,742 | $171,584,401 |
| 14 | LEADING EDGE FINANCIAL PLANNING LLC | $212,173 | $174,194,072 | — | $174,194,072 |
| 15 | FRAZEE INVESTMENT CONSULTING, INC. | $607,060 | $176,654,343 | — | $176,654,343 |
| 16 | INSIGHT STRATEGIC WEALTH LLC | $433,461 | $187,658,239 | $2,631,293 | $190,289,532 |
| 17 | VALUES FIRST ADVISORS, INC. | $134,531 | $191,628,699 | $4,383,066 | $196,011,765 |
| 18 | LECONTE WEALTH MANAGEMENT, LLC | $414,694 | $225,280,243 | $1,557,240 | $226,837,483 |
| 19 | THE NALLS SHERBAKOFF GROUP, LLC | $289,803 | $238,507,962 | — | $238,507,962 |
| 20 | MARMO FINANCIAL GROUP, LLC | $158,713 | $245,369,535 | — | $245,369,535 |
| 21 | WILLIAM HOWARD & CO FINANCIAL ADVISORS, INC. | $701,054 | $264,834,342 | $8,576,719 | $273,411,061 |
| 22 | HMS INVESTMENT ADVISORS | $792,298 | $259,949,454 | $14,977,867 | $274,927,321 |
| 23 | ALDEBARAN FINANCIAL INC | $396,772 | $281,311,346 | — | $281,311,346 |
| 24 | CYPRESS CAPITAL ADVISORS, LLC | $261,997 | $290,816,864 | — | $290,816,864 |
| 25 | PREMIER PRIVATE WEALTH, LLC | $615,770 | $299,264,114 | — | $299,264,114 |
| 26 | NBZ INVESTMENT ADVISORS, LLC | $747,895 | $301,401,640 | — | $301,401,640 |
| 27 | CAPITAL SQUARE, LLC | $486,170 | $302,888,034 | $2,426,612 | $305,314,646 |
| 28 | QUINN STAUFFER FINANCIAL, LLC | $201,327 | $322,525,351 | — | $322,525,351 |
| 29 | KIMERY WEALTH MANAGEMENT, LLC | $249,692 | $324,600,000 | — | $324,600,000 |
| 30 | ASSET PLANNING CORPORATION | $402,173 | $320,342,120 | $6,222,719 | $326,564,839 |
| 31 | GUARDIAN WEALTH MANAGEMENT, INC. | $324,938 | $343,399,658 | $710,038 | $344,109,696 |
| 32 | SILVERLEAFE CAPITAL PARTNERS, LLC | $678,625 | $309,345,865 | $39,467,490 | $348,813,355 |
| 33 | ACUMEN WEALTH ADVISORS, LLC | $1,753,096 | $309,612,983 | $44,512,321 | $354,125,304 |
| 34 | CYPRESS CAPITAL, LLC | $296,769 | $359,387,124 | — | $359,387,124 |
| 35 | EVERGREEN ADVISORS, LLC | $300,057 | $323,396,596 | $45,073,063 | $368,469,659 |
| 36 | SOUTHERN CAPITAL ADVISORS, LLC | $273,772 | $369,876,245 | $2,727,872 | $372,604,117 |
| 37 | WEALTH PRESERVATION ADVISORS, LLC | $484,163 | $373,093,331 | $26,341,402 | $399,434,733 |
| 38 | DECKER WEALTH MANAGEMENT, LLC | $647,918 | $400,947,260 | $11,776,398 | $412,723,658 |
| 39 | FIELDER CAPITAL GROUP LLC | $1,295,775 | $439,676,293 | $3,478,871 | $443,155,164 |
| 40 | TRANQUILITY PARTNERS, LLC | $779,251 | $420,294,656 | $37,905,056 | $458,199,712 |
| 41 | THE PATTEN GROUP, INC. | $448,364 | $511,583,841 | — | $511,583,841 |
| 42 | TILLMAN HARTLEY LLC | $2,468,943 | $604,891,000 | — | $604,891,000 |
| 43 | PROFFITT & GOODSON INC. | $833,963 | $601,104,673 | $13,525,892 | $614,630,565 |
| 44 | AM INVESTMENT STRATEGIES, LLC | $558,686 | $386,112,300 | $244,085,662 | $630,197,962 |
| 45 | BEACON CAPITAL MANAGEMENT, LLC | $152,327 | $663,569,101 | $48,409,379 | $711,978,480 |
| 46 | SUMMIT ASSET MANAGEMENT LLC | $526,771 | $703,237,223 | $83,232,386 | $786,469,609 |
| 47 | ABOUND WEALTH MANAGEMENT, LLC | $331,128 | $758,604,290 | $32,790,882 | $791,395,172 |
| 48 | PRIVATE WEALTH MANAGEMENT, INC. | $1,346,396 | — | $829,379,814 | $829,379,814 |
| 49 | HHM WEALTH ADVISORS, LLC | $360,259 | $828,092,340 | $36,889,855 | $864,982,195 |
| 50 | COVENANT PARTNERS, LLC | $1,360,838 | $772,537,967 | $92,955,232 | $865,493,199 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
