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
3PATRIOT INVESTMENT MANAGEMENT GROUP INC$259,135$1,075,584,555$2,417,088$1,078,001,643
4TELARRAY, LLC$1,517,238$913,377,343$913,377,343
5RELIANT INVESTMENT MANAGEMENT, LLC$2,710,530$840,869,284$275,869,222$1,116,738,506
6WOODMONT INVESTMENT COUNSEL, LLC$1,039,033$814,220,407$27,396,007$841,616,414
7STONEBRIDGE WEALTH MANAGEMENT$2,832,453$722,275,595$722,275,595
8M CAPITAL ADVISORS$1,259,306$703,974,812$3,755,141$707,729,953
9COVENANT PARTNERS, LLC$1,179,413$632,418,334$61,076,357$693,494,691
10GREEN SQUARE CAPITAL ADVISORS, LLC$839,697$597,921,578$103,225,760$701,147,338
11TBH GLOBAL ASSET MANAGEMENT, LLC$311,328$597,279,276$14,791,158$612,070,434
12SUMMIT ASSET MANAGEMENT LLC$449,716$540,089,238$72,423,621$612,512,859
13HHM WEALTH ADVISORS, LLC$238,691$508,125,497$33,702,866$541,828,363
14TILLMAN HARTLEY LLC$2,074,245$483,176,000$123,000$483,299,000
15PROFFITT & GOODSON INC.$536,762$462,750,010$8,526,587$471,276,597
16BEACON CAPITAL MANAGEMENT, LLC$215,998$432,003,236$2,801,026$434,804,262
17RED DOOR WEALTH MANAGEMENT, LLC$532,761$420,141,850$221,835,173$641,977,023
18THE PATTEN GROUP, INC.$397,590$403,143,904$2,397,679$405,541,583
19ABOUND WEALTH MANAGEMENT, LLC$237,095$311,910,280$22,156,334$334,066,614
20ALDEBARAN FINANCIAL INC$433,918$294,630,142$294,630,142
21DECKER WEALTH MANAGEMENT, LLC$561,414$294,157,827$6,760,330$300,918,157
22WEALTH PRESERVATION ADVISORS, LLC$269,011$278,810,383$12,259,808$291,070,191
23GUARDIAN WEALTH MANAGEMENT, INC.$1,142,025$267,657,395$718,537$268,375,932
24SILVERLEAFE CAPITAL PARTNERS, LLC$640,110$266,773,116$21,276,277$288,049,393
25CAPITAL SQUARE, LLC$502,611$260,924,418$935,815$261,860,233
26CENTURY WEALTH MANAGEMENT, LLC$911,540$260,054,713$98,180,672$358,235,385
27AM INVESTMENT STRATEGIES, LLC$505,217$239,427,659$210,215,411$449,643,070
28BARNETT & CO INC$481,715$238,606,490$1,769,498$240,375,988
29EVERGREEN ADVISORS, LLC$245,989$234,578,867$31,335,567$265,914,434
30SOUTHERN CAPITAL ADVISORS, LLC$238,461$221,053,084$221,053,084
31THE NALLS SHERBAKOFF GROUP, LLC$236,677$211,588,928$211,588,928
32QUINN STAUFFER FINANCIAL, LLC$145,738$211,028,427$211,028,427
33HMS INVESTMENT ADVISORS$697,171$211,000,513$9,305,653$220,306,166
34TRANQUILITY PARTNERS, LLC$661,635$204,342,268$8,704,303$213,046,571
35WILLIAM HOWARD & CO FINANCIAL ADVISORS, INC$480,174$198,720,652$16,877,468$215,598,120
36ACUMEN WEALTH ADVISORS, LLC$1,477,716$194,030,636$37,970,782$232,001,418
37KIMERY WEALTH MANAGEMENT, LLC$362,573$186,000,000$186,000,000
38CYPRESS CAPITAL ADVISORS, LLC$208,939$185,746,676$185,746,676
39LECONTE WEALTH MANAGEMENT, LLC$382,257$176,220,488$176,220,488
40CTM FINANCIAL, LLC$391,563$163,236,849$7,876,120$171,112,969
41MARMO FINANCIAL GROUP, LLC$119,728$157,203,274$157,203,274
42FRAZEE INVESTMENT CONSULTING, INC.$587,829$141,078,987$141,078,987
43DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC$270,077$126,737,245$198,922$126,936,167
44GRIFFIN FAMILY PARTNERS, LLC$1,368,014$126,335,673$46,034,064$172,369,737
45CAMPBELL ROOKS WEALTH MANAGEMENT, L.L.C.$299,278$120,495,869$11,485,806$131,981,675
46VALUES FIRST ADVISORS, INC.$95,149$120,328,046$3,461,183$123,789,229
47STONEPOINT CAPITAL, LLC$3,377,560$111,459,478$111,459,478
48BELLWETHER INVESTMENT GROUP, LLC$178,511$102,841,088$4,622,598$107,463,686
49PRIVATE WEALTH MANAGEMENT, INC.$1,152,761$623,643,433$623,643,433

Showing 1 to 49 of 49 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.