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