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$515,590$1,645,351,172$92,185,594$1,737,536,766
2Patriot Investment Management Group Inc$294,653$1,329,100,777$4,202,541$1,333,303,318
3Capwealth Advisors, LLC$1,789,369$1,163,342,841$28,376,594$1,191,719,435
4Telarray, LLC$1,550,155$978,147,753$978,147,753
5Reliant Investment Management, LLC$2,221,694$937,581,234$15,525,695$953,106,929
6Mastrapasqua Asset Management, Inc.$1,640,696$898,874,068$24,837,690$923,711,758
7Woodmont Investment Counsel, LLC$1,083,243$872,069,487$86,600,146$958,669,633
8Green Square Capital Advisors, LLC$1,065,299$768,770,204$144,190,835$912,961,039
9TBH Global Asset Management, LLC$383,003$761,111,405$19,831,842$780,943,247
10Covenant Partners, LLC$1,297,471$683,334,488$75,686,073$759,020,561
11HHM Wealth Advisors, LLC$304,932$616,877,741$32,627,438$649,505,179
12Red Door Wealth Management, LLC$596,465$606,950,590$217,364,425$824,315,015
13Summit Asset Management LLC$482,560$594,350,245$79,786,359$674,136,604
14Proffitt & Goodson Inc.$857,129$548,346,708$15,643,987$563,990,695
15Tillman Hartley LLC$2,196,073$540,071,000$163,000$540,234,000
16Abound Wealth Management, LLC$269,275$474,884,231$26,505,345$501,389,576
17The Patten Group, Inc.$415,524$437,290,936$2,333,187$439,624,123
18BEACON CAPITAL MANAGEMENT, LLC$215,998$432,003,236$2,801,026$434,804,262
19Decker Wealth Management, LLC$652,694$353,864,422$7,727,810$361,592,232
20Wealth Preservation Advisors, LLC$286,570$323,690,650$15,608,385$339,299,035
21Fielder Capital Group LLC$1,254,179$323,184,499$2,902,117$326,086,616
22Cypress Capital, LLC$233,243$308,813,751$308,813,751
23Century Wealth Management, LLC$973,139$306,473,645$85,701,225$392,174,870
24Silverleafe Capital Partners, LLC$653,101$294,415,458$32,135,235$326,550,693
25Guardian Wealth Management, Inc.$1,240,172$288,732,703$227,346$288,960,049
26AM Investment Strategies, LLC$512,017$285,108,978$219,739,327$504,848,305
27Tranquility Partners, LLC$697,134$276,538,456$36,474,754$313,013,210
28Southern Capital Advisors, LLC$247,649$270,432,401$270,432,401
29Evergreen Advisors, LLC$270,675$268,582,669$37,279,562$305,862,231
30NBZ Investment Advisors, LLC$685,844$264,735,776$264,735,776
31Quinn Stauffer Financial, LLC$169,410$258,857,744$258,857,744
32Asset Planning Corporation$340,003$258,226,305$5,275,672$263,501,977
33Capital Square, LLC$301,693$255,056,851$6,209,034$261,265,885
34Aldebaran Financial Inc$368,539$252,817,944$252,817,944
35HMS Capital Management, LLC$800,853$246,076,916$15,801,973$261,878,889
36Kimery Wealth Management, LLC$258,174$243,200,000$243,200,000
37Acumen Wealth Advisors, LLC$1,569,151$237,396,740$38,773,793$276,170,533
38William Howard & Co Financial Advisors Inc$546,985$225,359,115$10,938,520$236,297,635
39Cypress Capital Advisors, LLC$221,976$223,086,131$223,086,131
40Barnett & Co Inc$466,205$219,530,552$2,849,019$222,379,571
41The Nalls Sherbakoff Group, LLC$288,296$214,492,131$214,492,131
42Marmo Financial Group, LLC$127,291$202,774,071$202,774,071
43Leconte Wealth Management, LLC$411,677$198,450,610$11,916,288$210,366,898
44Valor Financial Services, LLC$149,106$180,120,011$180,120,011
45Insight Strategic Wealth LLC$420,863$172,661,662$1,996,636$174,658,298
46Frazee Investment Consulting, Inc.$638,527$157,716,061$157,716,061
47Griffin Family Partners, LLC$1,658,951$154,117,380$46,615,635$200,733,015
48Values First Advisors, Inc.$118,054$147,319,839$4,498,194$151,818,033
49Stonebridge Investment Counsel, LLC$513,104$139,564,282$139,564,282
50Leading Edge Financial Planning LLC$185,982$135,209,171$135,209,171
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Showing 1 to 50 of 58 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 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.