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
1Legacy Wealth Management Inc$400,131$1,146,423,843$78,776,547$1,225,200,390
2Capwealth Advisors, Llc$515,872$1,041,703,674$26,667,778$1,068,371,452
3Reliant Investment Management, Llc$2,263,279$713,859,149$214,085,382$927,944,531
4Patriot Investment Management Group Inc$220,130$861,656,316$1,474,609$863,130,925
5Telarray, Llc$1,363,037$808,280,690$808,280,690
6Woodmont Investment Counsel, Llc$2,241,601$672,738,935$42,331,691$715,070,626
7Private Wealth Management, Inc.$1,103,990$590,634,796$590,634,796
8Green Square Capital Advisors, Llc$778,306$472,692,365$107,145,837$579,838,202
9M Capital Advisors$1,056,262$558,046,607$4,941,091$562,987,698
10Summit Asset Management Llc$391,407$456,271,133$64,691,826$520,962,959
11Covenant Partners, Llc$994,096$445,124,575$61,864,228$506,988,803
12Red Door Wealth Management, Llc$455,090$263,936,500$217,093,274$481,029,774
13Tbh Global Asset Management, Llc$283,761$442,813,934$9,501,621$452,315,555
14Proffitt & Goodson Inc.$689,912$427,806,365$1,318,748$429,125,113
15Tillman Hartley Llc$1,923,041$422,929,000$140,000$423,069,000
16Hhm Wealth Advisors, Llc$164,826$386,646,790$32,998,962$419,645,752
17Am Investment Strategies, Llc$419,823$184,870,507$168,620,121$353,490,628
18The Patten Group, Inc.$373,102$340,788,377$3,211,798$344,000,175
19Aldebaran Financial Inc$490,957$329,923,322$329,923,322
20Century Wealth Management, Llc$766,476$209,242,427$87,383,973$296,626,400
21Snow Creek Wealth Management$414,110$269,352,779$5,202,263$274,555,042
22Barnett & Co Inc$425,360$263,289,262$859,330$264,148,592
23Silverleafe Capital Partners, Llc$551,894$231,073,531$27,212,866$258,286,397
24Wealth Preservation Advisors, Llc$374,336$239,200,582$239,200,582
25Capital Square, Llc$457,509$234,326,076$833,374$235,159,450
26Abound Wealth Management, Llc$213,695$209,827,658$19,466,710$229,294,368
27Guardian Wealth Management, Inc.$963,649$226,457,614$226,457,614
28Brogan Financial, Inc.$165,898$207,107,151$11,546,474$218,653,625
29Evergreen Advisors, Llc$210,666$182,647,010$25,280,805$207,927,815
30William Howard & Co Financial Advisors, Inc$441,702$186,397,700$12,368,393$198,766,093
31Acumen Wealth Advisors, Llc$1,347,021$153,314,306$31,227,622$184,541,928
32The Nalls Sherbakoff Group, Llc$202,902$176,555,732$3,824,124$180,379,856
33Kimery Wealth Management, Llc$352,403$178,316,000$178,316,000
34Southern Capital Advisors, Llc$212,539$174,088,584$1,256,295$175,344,879
35Financial Partners Group$698,601$166,267,122$166,267,122
36Quinn Stauffer Financial, Llc$117,549$161,394,646$161,394,646
37Decker Wealth Management, Llc$346,798$158,906,043$1,661,231$160,567,274
38Leconte Wealth Management, Llc$774,990$157,323,010$157,323,010
39Integrity Capital Management$389,755$150,171,593$3,391,713$153,563,306
40Griffin Family Partners, Llc$1,074,366$114,132,615$33,055,477$147,188,092
41Cypress Capital Advisors, Llc$193,958$142,365,431$142,365,431
42Frazee Investment Consulting, Inc.$548,704$134,432,514$134,432,514
43Ctm Financial, Llc$297,434$127,599,160$127,599,160
44Marmo Financial Group, Llc$105,327$126,603,116$126,603,116
45Davis, Davis And Conover Wealth Management, Llc$238,258$109,185,434$175,009$109,360,443
46Campbell Rooks Wealth Management, L.L.C.$247,872$101,845,671$7,465,706$109,311,377
47Resource Advisory Services, Inc.$226,155$88,515,185$13,254,605$101,769,790
48Values First Advisors, Inc.$78,448$97,767,136$2,254,114$100,021,250

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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.