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

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.