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