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 |
|---|---|---|---|---|---|
| 1 | Legacy Wealth Management Inc | $515,590 | $1,645,351,172 | $92,185,594 | $1,737,536,766 |
| 2 | Patriot Investment Management Group Inc | $294,653 | $1,329,100,777 | $4,202,541 | $1,333,303,318 |
| 3 | Capwealth Advisors, LLC | $1,789,369 | $1,163,342,841 | $28,376,594 | $1,191,719,435 |
| 4 | Telarray, LLC | $1,550,155 | $978,147,753 | — | $978,147,753 |
| 5 | Reliant Investment Management, LLC | $2,221,694 | $937,581,234 | $15,525,695 | $953,106,929 |
| 6 | Mastrapasqua Asset Management, Inc. | $1,640,696 | $898,874,068 | $24,837,690 | $923,711,758 |
| 7 | Woodmont Investment Counsel, LLC | $1,083,243 | $872,069,487 | $86,600,146 | $958,669,633 |
| 8 | Green Square Capital Advisors, LLC | $1,065,299 | $768,770,204 | $144,190,835 | $912,961,039 |
| 9 | TBH Global Asset Management, LLC | $383,003 | $761,111,405 | $19,831,842 | $780,943,247 |
| 10 | Covenant Partners, LLC | $1,297,471 | $683,334,488 | $75,686,073 | $759,020,561 |
| 11 | HHM Wealth Advisors, LLC | $304,932 | $616,877,741 | $32,627,438 | $649,505,179 |
| 12 | Red Door Wealth Management, LLC | $596,465 | $606,950,590 | $217,364,425 | $824,315,015 |
| 13 | Summit Asset Management LLC | $482,560 | $594,350,245 | $79,786,359 | $674,136,604 |
| 14 | Proffitt & Goodson Inc. | $857,129 | $548,346,708 | $15,643,987 | $563,990,695 |
| 15 | Tillman Hartley LLC | $2,196,073 | $540,071,000 | $163,000 | $540,234,000 |
| 16 | Abound Wealth Management, LLC | $269,275 | $474,884,231 | $26,505,345 | $501,389,576 |
| 17 | The Patten Group, Inc. | $415,524 | $437,290,936 | $2,333,187 | $439,624,123 |
| 18 | BEACON CAPITAL MANAGEMENT, LLC | $215,998 | $432,003,236 | $2,801,026 | $434,804,262 |
| 19 | Decker Wealth Management, LLC | $652,694 | $353,864,422 | $7,727,810 | $361,592,232 |
| 20 | Wealth Preservation Advisors, LLC | $286,570 | $323,690,650 | $15,608,385 | $339,299,035 |
| 21 | Fielder Capital Group LLC | $1,254,179 | $323,184,499 | $2,902,117 | $326,086,616 |
| 22 | Cypress Capital, LLC | $233,243 | $308,813,751 | — | $308,813,751 |
| 23 | Century Wealth Management, LLC | $973,139 | $306,473,645 | $85,701,225 | $392,174,870 |
| 24 | Silverleafe Capital Partners, LLC | $653,101 | $294,415,458 | $32,135,235 | $326,550,693 |
| 25 | Guardian Wealth Management, Inc. | $1,240,172 | $288,732,703 | $227,346 | $288,960,049 |
| 26 | AM Investment Strategies, LLC | $512,017 | $285,108,978 | $219,739,327 | $504,848,305 |
| 27 | Tranquility Partners, LLC | $697,134 | $276,538,456 | $36,474,754 | $313,013,210 |
| 28 | Southern Capital Advisors, LLC | $247,649 | $270,432,401 | — | $270,432,401 |
| 29 | Evergreen Advisors, LLC | $270,675 | $268,582,669 | $37,279,562 | $305,862,231 |
| 30 | NBZ Investment Advisors, LLC | $685,844 | $264,735,776 | — | $264,735,776 |
| 31 | Quinn Stauffer Financial, LLC | $169,410 | $258,857,744 | — | $258,857,744 |
| 32 | Asset Planning Corporation | $340,003 | $258,226,305 | $5,275,672 | $263,501,977 |
| 33 | Capital Square, LLC | $301,693 | $255,056,851 | $6,209,034 | $261,265,885 |
| 34 | Aldebaran Financial Inc | $368,539 | $252,817,944 | — | $252,817,944 |
| 35 | HMS Capital Management, LLC | $800,853 | $246,076,916 | $15,801,973 | $261,878,889 |
| 36 | Kimery Wealth Management, LLC | $258,174 | $243,200,000 | — | $243,200,000 |
| 37 | Acumen Wealth Advisors, LLC | $1,569,151 | $237,396,740 | $38,773,793 | $276,170,533 |
| 38 | William Howard & Co Financial Advisors Inc | $546,985 | $225,359,115 | $10,938,520 | $236,297,635 |
| 39 | Cypress Capital Advisors, LLC | $221,976 | $223,086,131 | — | $223,086,131 |
| 40 | Barnett & Co Inc | $466,205 | $219,530,552 | $2,849,019 | $222,379,571 |
| 41 | The Nalls Sherbakoff Group, LLC | $288,296 | $214,492,131 | — | $214,492,131 |
| 42 | Marmo Financial Group, LLC | $127,291 | $202,774,071 | — | $202,774,071 |
| 43 | Leconte Wealth Management, LLC | $411,677 | $198,450,610 | $11,916,288 | $210,366,898 |
| 44 | Valor Financial Services, LLC | $149,106 | $180,120,011 | — | $180,120,011 |
| 45 | Insight Strategic Wealth LLC | $420,863 | $172,661,662 | $1,996,636 | $174,658,298 |
| 46 | Frazee Investment Consulting, Inc. | $638,527 | $157,716,061 | — | $157,716,061 |
| 47 | Griffin Family Partners, LLC | $1,658,951 | $154,117,380 | $46,615,635 | $200,733,015 |
| 48 | Values First Advisors, Inc. | $118,054 | $147,319,839 | $4,498,194 | $151,818,033 |
| 49 | Stonebridge Investment Counsel, LLC | $513,104 | $139,564,282 | — | $139,564,282 |
| 50 | Leading Edge Financial Planning LLC | $185,982 | $135,209,171 | — | $135,209,171 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
