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