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

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.