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 | DISCIPLINA CAPITAL MANAGEMENT, LLC | $39,151,878 | $1,183,240,369 | $461,138,499 | $1,644,378,868 |
| 2 | STONEPOINT CAPITAL, LLC | $6,889,446 | $158,457,267 | — | $158,457,267 |
| 3 | TILLMAN HARTLEY LLC | $2,468,943 | $604,891,000 | — | $604,891,000 |
| 4 | RELIANT INVESTMENT MANAGEMENT, LLC | $2,407,551 | $1,096,816,613 | $13,064,310 | $1,109,880,923 |
| 5 | M CAPITAL ADVISORS | $2,362,477 | $1,120,915,368 | $36,698,469 | $1,157,613,837 |
| 6 | CAPWEALTH ADVISORS, LLC | $1,999,043 | $1,332,756,150 | $30,591,369 | $1,363,347,519 |
| 7 | ACUMEN WEALTH ADVISORS, LLC | $1,753,096 | $309,612,983 | $44,512,321 | $354,125,304 |
| 8 | TELARRAY, LLC | $1,700,877 | $1,117,476,183 | — | $1,117,476,183 |
| 9 | COVENANT PARTNERS, LLC | $1,360,838 | $772,537,967 | $92,955,232 | $865,493,199 |
| 10 | PRIVATE WEALTH MANAGEMENT, INC. | $1,346,396 | — | $829,379,814 | $829,379,814 |
| 11 | GREEN SQUARE CAPITAL ADVISORS, LLC | $1,342,977 | $1,073,161,047 | $193,266,484 | $1,266,427,531 |
| 12 | FIELDER CAPITAL GROUP LLC | $1,295,775 | $439,676,293 | $3,478,871 | $443,155,164 |
| 13 | WOODMONT INVESTMENT COUNSEL, LLC | $1,242,508 | $1,163,517,072 | $42,958,084 | $1,206,475,156 |
| 14 | RAYBURN WEST FINANCIAL SERVICES | $1,019,209 | $98,238,082 | $49,547,160 | $147,785,242 |
| 15 | PROFFITT & GOODSON INC. | $833,963 | $601,104,673 | $13,525,892 | $614,630,565 |
| 16 | HMS INVESTMENT ADVISORS | $792,298 | $259,949,454 | $14,977,867 | $274,927,321 |
| 17 | TRANQUILITY PARTNERS, LLC | $779,251 | $420,294,656 | $37,905,056 | $458,199,712 |
| 18 | J. MARK NICKELL & CO. | $760,076 | $124,425,049 | $987,536 | $125,412,585 |
| 19 | NBZ INVESTMENT ADVISORS, LLC | $747,895 | $301,401,640 | — | $301,401,640 |
| 20 | WILLIAM HOWARD & CO FINANCIAL ADVISORS, INC. | $701,054 | $264,834,342 | $8,576,719 | $273,411,061 |
| 21 | SILVERLEAFE CAPITAL PARTNERS, LLC | $678,625 | $309,345,865 | $39,467,490 | $348,813,355 |
| 22 | DECKER WEALTH MANAGEMENT, LLC | $647,918 | $400,947,260 | $11,776,398 | $412,723,658 |
| 23 | PREMIER PRIVATE WEALTH, LLC | $615,770 | $299,264,114 | — | $299,264,114 |
| 24 | FRAZEE INVESTMENT CONSULTING, INC. | $607,060 | $176,654,343 | — | $176,654,343 |
| 25 | RED DOOR WEALTH MANAGEMENT, LLC | $598,464 | $910,673,084 | $277,277,188 | $1,187,950,272 |
| 26 | AM INVESTMENT STRATEGIES, LLC | $558,686 | $386,112,300 | $244,085,662 | $630,197,962 |
| 27 | LEGACY WEALTH MANAGEMENT INC | $549,771 | $1,975,307,764 | $101,177,729 | $2,076,485,493 |
| 28 | SUMMIT ASSET MANAGEMENT LLC | $526,771 | $703,237,223 | $83,232,386 | $786,469,609 |
| 29 | BARNETT & CO INC | $510,468 | $157,224,136 | — | $157,224,136 |
| 30 | CAPITAL SQUARE, LLC | $486,170 | $302,888,034 | $2,426,612 | $305,314,646 |
| 31 | WEALTH PRESERVATION ADVISORS, LLC | $484,163 | $373,093,331 | $26,341,402 | $399,434,733 |
| 32 | THE PATTEN GROUP, INC. | $448,364 | $511,583,841 | — | $511,583,841 |
| 33 | INSIGHT STRATEGIC WEALTH LLC | $433,461 | $187,658,239 | $2,631,293 | $190,289,532 |
| 34 | LECONTE WEALTH MANAGEMENT, LLC | $414,694 | $225,280,243 | $1,557,240 | $226,837,483 |
| 35 | ASSET PLANNING CORPORATION | $402,173 | $320,342,120 | $6,222,719 | $326,564,839 |
| 36 | ALDEBARAN FINANCIAL INC | $396,772 | $281,311,346 | — | $281,311,346 |
| 37 | RETIREMENT PLANNING SERVICES | $372,280 | $153,751,610 | — | $153,751,610 |
| 38 | HHM WEALTH ADVISORS, LLC | $360,259 | $828,092,340 | $36,889,855 | $864,982,195 |
| 39 | TBH GLOBAL ASSET MANAGEMENT, LLC | $337,930 | $832,882,751 | $56,211,942 | $889,094,693 |
| 40 | PATRIOT INVESTMENT MANAGEMENT GROUP INC | $334,243 | $1,605,415,069 | $5,299,797 | $1,610,714,866 |
| 41 | ABOUND WEALTH MANAGEMENT, LLC | $331,128 | $758,604,290 | $32,790,882 | $791,395,172 |
| 42 | GUARDIAN WEALTH MANAGEMENT, INC. | $324,938 | $343,399,658 | $710,038 | $344,109,696 |
| 43 | INTEGRITY CAPITAL MANAGEMENT | $321,026 | $128,731,453 | — | $128,731,453 |
| 44 | BLONG FINANCIAL | $320,586 | $107,422,467 | $10,553,217 | $117,975,684 |
| 45 | STONEBRIDGE WEALTH MANAGEMENT | $302,085 | $162,087,659 | $9,496,742 | $171,584,401 |
| 46 | EVERGREEN ADVISORS, LLC | $300,057 | $323,396,596 | $45,073,063 | $368,469,659 |
| 47 | CYPRESS CAPITAL, LLC | $296,769 | $359,387,124 | — | $359,387,124 |
| 48 | DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC | $290,816 | $135,290,848 | $229,237 | $135,520,085 |
| 49 | THE NALLS SHERBAKOFF GROUP, LLC | $289,803 | $238,507,962 | — | $238,507,962 |
| 50 | COGENTBLUE | $285,581 | $100,524,667 | — | $100,524,667 |
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.
