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.$1,152,761$623,643,433$623,643,433
2Bellwether Investment Group, Llc$178,511$102,841,088$4,622,598$107,463,686
3Resource Advisory Services, Inc.$259,058$110,277,234$11,998,204$122,275,438
4Stonepoint Capital, Llc$3,377,560$111,459,478$111,459,478
5Campbell Rooks Wealth Management, L.L.C.$299,278$120,495,869$11,485,806$131,981,675
6Griffin Family Partners, Llc$1,368,014$126,335,673$46,034,064$172,369,737
7Davis, Davis And Conover Wealth Management, Llc$270,077$126,737,245$198,922$126,936,167
8Frazee Investment Consulting, Inc.$587,829$141,078,987$141,078,987
9Marmo Financial Group, Llc$119,728$157,203,274$157,203,274
10Ctm Financial, Llc$391,563$163,236,849$7,876,120$171,112,969
11Leconte Wealth Management, Llc$382,257$176,220,488$176,220,488
12Acumen Wealth Advisors, Llc$1,477,716$194,030,636$37,970,782$232,001,418
13Acumen Wealth Advisors, Llc$1,477,716$194,030,636$37,970,782$232,001,418
14Tranquility Partners, Llc$661,635$204,342,268$8,704,303$213,046,571
15Hms Investment Advisors$697,171$211,000,513$9,305,653$220,306,166
16Quinn Stauffer Financial, Llc$145,738$211,028,427$211,028,427
17The Nalls Sherbakoff Group, Llc$236,677$211,588,928$211,588,928
18Southern Capital Advisors, Llc$238,461$221,053,084$221,053,084
19Evergreen Advisors, Llc$245,989$234,578,867$31,335,567$265,914,434
20Barnett & Co Inc$481,715$238,606,490$1,769,498$240,375,988
21Century Wealth Management, Llc$911,540$260,054,713$98,180,672$358,235,385
22Capital Square, Llc$502,611$260,924,418$935,815$261,860,233
23Silverleafe Capital Partners, Llc$640,110$266,773,116$21,276,277$288,049,393
24Guardian Wealth Management, Inc.$1,142,025$267,657,395$718,537$268,375,932
25Wealth Preservation Advisors, Llc$269,011$278,810,383$12,259,808$291,070,191
26Decker Wealth Management, Llc$561,414$294,157,827$6,760,330$300,918,157
27Abound Wealth Management, Llc$237,095$311,910,280$22,156,334$334,066,614
28The Patten Group, Inc.$397,590$403,143,904$2,397,679$405,541,583
29Beacon Capital Management, Llc$215,998$432,003,236$2,801,026$434,804,262
30Proffitt & Goodson Inc.$536,762$462,750,010$8,526,587$471,276,597
31Financial Partners Group, Llc$507,734$480,824,237$480,824,237
32Tillman Hartley Llc$2,074,245$483,176,000$123,000$483,299,000
33Summit Asset Management Llc$449,716$540,089,238$72,423,621$612,512,859
34Tbh Global Asset Management, Llc$311,328$597,279,276$14,791,158$612,070,434
35Covenant Partners, Llc$1,179,413$632,418,334$61,076,357$693,494,691
36M Capital Advisors$1,259,306$703,974,812$3,755,141$707,729,953
37Stonebridge Wealth Management$2,832,453$722,275,595$722,275,595
38Woodmont Investment Counsel, Llc$1,039,033$814,220,407$27,396,007$841,616,414
39Reliant Investment Management, Llc$2,710,530$840,869,284$275,869,222$1,116,738,506
40Telarray, Llc$1,517,238$913,377,343$913,377,343
41Capwealth Advisors, Llc$1,732,110$1,150,356,739$20,549,812$1,170,906,551
42Legacy Wealth Management Inc$429,132$1,400,870,744$86,930,910$1,487,801,654

Showing 1 to 42 of 42 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.