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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Private Wealth Management, Inc.$1,247,873$741,236,598$741,236,598
2Rayburn West Financial Services LLC$894,020$76,800,058$39,422,527$116,222,585
3Trinity Capital Management, LLC$130,225$108,668,075$1,893,079$110,561,154
4Integrity Capital Management LLC$269,533$112,125,882$112,125,882
5Bellwether Investment Group, LLC$215,977$113,827,544$7,983,416$121,810,960
6Davis, Davis And Conover Wealth Management, LLC$268,873$121,317,832$212,943$121,530,775
7Stonepoint Capital, LLC$4,338,059$121,465,638$121,465,638
8Campbell Rooks Wealth Management, L.L.C.$295,854$125,264,036$9,349,664$134,613,700
9Leading Edge Financial Planning LLC$185,982$135,209,171$135,209,171
10Stonebridge Investment Counsel, LLC$513,104$139,564,282$139,564,282
11Values First Advisors, Inc.$118,054$147,319,839$4,498,194$151,818,033
12Griffin Family Partners, LLC$1,658,951$154,117,380$46,615,635$200,733,015
13Frazee Investment Consulting, Inc.$638,527$157,716,061$157,716,061
14Insight Strategic Wealth LLC$420,863$172,661,662$1,996,636$174,658,298
15Valor Financial Services, LLC$149,106$180,120,011$180,120,011
16Leconte Wealth Management, LLC$411,677$198,450,610$11,916,288$210,366,898
17Marmo Financial Group, LLC$127,291$202,774,071$202,774,071
18The Nalls Sherbakoff Group, LLC$288,296$214,492,131$214,492,131
19Barnett & Co Inc$466,205$219,530,552$2,849,019$222,379,571
20Cypress Capital Advisors, LLC$221,976$223,086,131$223,086,131
21William Howard & Co Financial Advisors Inc$546,985$225,359,115$10,938,520$236,297,635
22Acumen Wealth Advisors, LLC$1,569,151$237,396,740$38,773,793$276,170,533
23Kimery Wealth Management, LLC$258,174$243,200,000$243,200,000
24HMS Capital Management, LLC$800,853$246,076,916$15,801,973$261,878,889
25Aldebaran Financial Inc$368,539$252,817,944$252,817,944
26Capital Square, LLC$301,693$255,056,851$6,209,034$261,265,885
27Asset Planning Corporation$340,003$258,226,305$5,275,672$263,501,977
28Quinn Stauffer Financial, LLC$169,410$258,857,744$258,857,744
29NBZ Investment Advisors, LLC$685,844$264,735,776$264,735,776
30Evergreen Advisors, LLC$270,675$268,582,669$37,279,562$305,862,231
31Southern Capital Advisors, LLC$247,649$270,432,401$270,432,401
32Tranquility Partners, LLC$697,134$276,538,456$36,474,754$313,013,210
33AM Investment Strategies, LLC$512,017$285,108,978$219,739,327$504,848,305
34Guardian Wealth Management, Inc.$1,240,172$288,732,703$227,346$288,960,049
35Silverleafe Capital Partners, LLC$653,101$294,415,458$32,135,235$326,550,693
36Century Wealth Management, LLC$973,139$306,473,645$85,701,225$392,174,870
37Cypress Capital, LLC$233,243$308,813,751$308,813,751
38Fielder Capital Group LLC$1,254,179$323,184,499$2,902,117$326,086,616
39Wealth Preservation Advisors, LLC$286,570$323,690,650$15,608,385$339,299,035
40Decker Wealth Management, LLC$652,694$353,864,422$7,727,810$361,592,232
41BEACON CAPITAL MANAGEMENT, LLC$215,998$432,003,236$2,801,026$434,804,262
42The Patten Group, Inc.$415,524$437,290,936$2,333,187$439,624,123
43Abound Wealth Management, LLC$269,275$474,884,231$26,505,345$501,389,576
44Tillman Hartley LLC$2,196,073$540,071,000$163,000$540,234,000
45Proffitt & Goodson Inc.$857,129$548,346,708$15,643,987$563,990,695
46Summit Asset Management LLC$482,560$594,350,245$79,786,359$674,136,604
47Red Door Wealth Management, LLC$596,465$606,950,590$217,364,425$824,315,015
48HHM Wealth Advisors, LLC$304,932$616,877,741$32,627,438$649,505,179
49Covenant Partners, LLC$1,297,471$683,334,488$75,686,073$759,020,561
50TBH Global Asset Management, LLC$383,003$761,111,405$19,831,842$780,943,247
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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.