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
1Private Wealth Management, Inc.$1,247,873$741,236,598$741,236,598
2Rayburn West Financial Services LLC$894,020$76,800,058$39,422,527$116,222,585
3Trinity Capital Management, LLC$130,225$108,668,075$1,893,079$110,561,154
4Integrity Capital Management LLC$269,533$112,125,882$112,125,882
5Bellwether Investment Group, LLC$215,977$113,827,544$7,983,416$121,810,960
6Davis, Davis And Conover Wealth Management, LLC$268,873$121,317,832$212,943$121,530,775
7Stonepoint Capital, LLC$4,338,059$121,465,638$121,465,638
8Campbell Rooks Wealth Management, L.L.C.$295,854$125,264,036$9,349,664$134,613,700
9Leading Edge Financial Planning LLC$185,982$135,209,171$135,209,171
10Stonebridge Investment Counsel, LLC$513,104$139,564,282$139,564,282
11Griffin Family Partners, LLC$1,658,951$154,117,380$46,615,635$200,733,015
12Frazee Investment Consulting, Inc.$638,527$157,716,061$157,716,061
13Insight Strategic Wealth LLC$420,863$172,661,662$1,996,636$174,658,298
14Leconte Wealth Management, LLC$411,677$198,450,610$11,916,288$210,366,898
15Marmo Financial Group, LLC$127,291$202,774,071$202,774,071
16The Nalls Sherbakoff Group, LLC$288,296$214,492,131$214,492,131
17Acumen Wealth Advisors, LLC$1,569,151$237,396,740$38,773,793$276,170,533
18Kimery Wealth Management, LLC$258,174$243,200,000$243,200,000
19HMS Capital Management, LLC$800,853$246,076,916$15,801,973$261,878,889
20Aldebaran Financial Inc$368,539$252,817,944$252,817,944
21Asset Planning Corporation$340,003$258,226,305$5,275,672$263,501,977
22Quinn Stauffer Financial, LLC$169,410$258,857,744$258,857,744
23NBZ Investment Advisors, LLC$685,844$264,735,776$264,735,776
24Southern Capital Advisors, LLC$247,649$270,432,401$270,432,401
25Tranquility Partners, LLC$697,134$276,538,456$36,474,754$313,013,210
26AM Investment Strategies, LLC$512,017$285,108,978$219,739,327$504,848,305
27Guardian Wealth Management, Inc.$1,240,172$288,732,703$227,346$288,960,049
28Silverleafe Capital Partners, LLC$653,101$294,415,458$32,135,235$326,550,693
29Century Wealth Management, LLC$973,139$306,473,645$85,701,225$392,174,870
30Fielder Capital Group LLC$1,254,179$323,184,499$2,902,117$326,086,616
31Wealth Preservation Advisors, LLC$286,570$323,690,650$15,608,385$339,299,035
32Decker Wealth Management, LLC$652,694$353,864,422$7,727,810$361,592,232
33The Patten Group, Inc.$415,524$437,290,936$2,333,187$439,624,123
34Abound Wealth Management, LLC$269,275$474,884,231$26,505,345$501,389,576
35Tillman Hartley LLC$2,196,073$540,071,000$163,000$540,234,000
36Proffitt & Goodson Inc.$857,129$548,346,708$15,643,987$563,990,695
37Summit Asset Management LLC$482,560$594,350,245$79,786,359$674,136,604
38Red Door Wealth Management, LLC$596,465$606,950,590$217,364,425$824,315,015
39HHM Wealth Advisors, LLC$304,932$616,877,741$32,627,438$649,505,179
40Covenant Partners, LLC$1,297,471$683,334,488$75,686,073$759,020,561
41TBH Global Asset Management, LLC$383,003$761,111,405$19,831,842$780,943,247
42Green Square Capital Advisors, LLC$1,065,299$768,770,204$144,190,835$912,961,039
43Woodmont Investment Counsel, LLC$1,083,243$872,069,487$86,600,146$958,669,633
44Mastrapasqua Asset Management, Inc.$1,640,696$898,874,068$24,837,690$923,711,758
45Telarray, LLC$1,550,155$978,147,753$978,147,753
46Capwealth Advisors, LLC$1,789,369$1,163,342,841$28,376,594$1,191,719,435
47Patriot Investment Management Group Inc$294,653$1,329,100,777$4,202,541$1,333,303,318
48Legacy Wealth Management Inc$515,590$1,645,351,172$92,185,594$1,737,536,766

Showing 1 to 48 of 48 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 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.