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