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

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 Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.