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 | KIMERY WEALTH MANAGEMENT, LLC | $362,573 | $186,000,000 | — | $186,000,000 |
| 2 | THE NALLS SHERBAKOFF GROUP, LLC | $236,677 | $211,588,928 | — | $211,588,928 |
| 3 | TELARRAY, LLC | $1,517,238 | $913,377,343 | — | $913,377,343 |
| 4 | SOUTHERN CAPITAL ADVISORS, LLC | $238,461 | $221,053,084 | — | $221,053,084 |
| 5 | CYPRESS CAPITAL ADVISORS, LLC | $208,939 | $185,746,676 | — | $185,746,676 |
| 6 | STONEPOINT CAPITAL, LLC | $3,377,560 | $111,459,478 | — | $111,459,478 |
| 7 | MARMO FINANCIAL GROUP, LLC | $119,728 | $157,203,274 | — | $157,203,274 |
| 8 | STONEBRIDGE WEALTH MANAGEMENT | $2,832,453 | $722,275,595 | — | $722,275,595 |
| 9 | LECONTE WEALTH MANAGEMENT, LLC | $382,257 | $176,220,488 | — | $176,220,488 |
| 10 | QUINN STAUFFER FINANCIAL, LLC | $145,738 | $211,028,427 | — | $211,028,427 |
| 11 | ALDEBARAN FINANCIAL INC | $433,918 | $294,630,142 | — | $294,630,142 |
| 12 | FRAZEE INVESTMENT CONSULTING, INC. | $587,829 | $141,078,987 | — | $141,078,987 |
| 13 | TILLMAN HARTLEY LLC | $2,074,245 | $483,176,000 | $123,000 | $483,299,000 |
| 14 | DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC | $270,077 | $126,737,245 | $198,922 | $126,936,167 |
| 15 | GUARDIAN WEALTH MANAGEMENT, INC. | $1,142,025 | $267,657,395 | $718,537 | $268,375,932 |
| 16 | CAPITAL SQUARE, LLC | $502,611 | $260,924,418 | $935,815 | $261,860,233 |
| 17 | BARNETT & CO INC | $481,715 | $238,606,490 | $1,769,498 | $240,375,988 |
| 18 | THE PATTEN GROUP, INC. | $397,590 | $403,143,904 | $2,397,679 | $405,541,583 |
| 19 | PATRIOT INVESTMENT MANAGEMENT GROUP INC | $259,135 | $1,075,584,555 | $2,417,088 | $1,078,001,643 |
| 20 | BEACON CAPITAL MANAGEMENT, LLC | $215,998 | $432,003,236 | $2,801,026 | $434,804,262 |
| 21 | VALUES FIRST ADVISORS, INC. | $95,149 | $120,328,046 | $3,461,183 | $123,789,229 |
| 22 | M CAPITAL ADVISORS | $1,259,306 | $703,974,812 | $3,755,141 | $707,729,953 |
| 23 | BELLWETHER INVESTMENT GROUP, LLC | $178,511 | $102,841,088 | $4,622,598 | $107,463,686 |
| 24 | DECKER WEALTH MANAGEMENT, LLC | $561,414 | $294,157,827 | $6,760,330 | $300,918,157 |
| 25 | CTM FINANCIAL, LLC | $391,563 | $163,236,849 | $7,876,120 | $171,112,969 |
| 26 | PROFFITT & GOODSON INC. | $536,762 | $462,750,010 | $8,526,587 | $471,276,597 |
| 27 | TRANQUILITY PARTNERS, LLC | $661,635 | $204,342,268 | $8,704,303 | $213,046,571 |
| 28 | HMS INVESTMENT ADVISORS | $697,171 | $211,000,513 | $9,305,653 | $220,306,166 |
| 29 | CAMPBELL ROOKS WEALTH MANAGEMENT, L.L.C. | $299,278 | $120,495,869 | $11,485,806 | $131,981,675 |
| 30 | WEALTH PRESERVATION ADVISORS, LLC | $269,011 | $278,810,383 | $12,259,808 | $291,070,191 |
| 31 | TBH GLOBAL ASSET MANAGEMENT, LLC | $311,328 | $597,279,276 | $14,791,158 | $612,070,434 |
| 32 | WILLIAM HOWARD & CO FINANCIAL ADVISORS, INC | $480,174 | $198,720,652 | $16,877,468 | $215,598,120 |
| 33 | CAPWEALTH ADVISORS, LLC | $1,732,110 | $1,150,356,739 | $20,549,812 | $1,170,906,551 |
| 34 | SILVERLEAFE CAPITAL PARTNERS, LLC | $640,110 | $266,773,116 | $21,276,277 | $288,049,393 |
| 35 | ABOUND WEALTH MANAGEMENT, LLC | $237,095 | $311,910,280 | $22,156,334 | $334,066,614 |
| 36 | WOODMONT INVESTMENT COUNSEL, LLC | $1,039,033 | $814,220,407 | $27,396,007 | $841,616,414 |
| 37 | EVERGREEN ADVISORS, LLC | $245,989 | $234,578,867 | $31,335,567 | $265,914,434 |
| 38 | HHM WEALTH ADVISORS, LLC | $238,691 | $508,125,497 | $33,702,866 | $541,828,363 |
| 39 | ACUMEN WEALTH ADVISORS, LLC | $1,477,716 | $194,030,636 | $37,970,782 | $232,001,418 |
| 40 | GRIFFIN FAMILY PARTNERS, LLC | $1,368,014 | $126,335,673 | $46,034,064 | $172,369,737 |
| 41 | COVENANT PARTNERS, LLC | $1,179,413 | $632,418,334 | $61,076,357 | $693,494,691 |
| 42 | SUMMIT ASSET MANAGEMENT LLC | $449,716 | $540,089,238 | $72,423,621 | $612,512,859 |
| 43 | LEGACY WEALTH MANAGEMENT INC | $429,132 | $1,400,870,744 | $86,930,910 | $1,487,801,654 |
| 44 | CENTURY WEALTH MANAGEMENT, LLC | $911,540 | $260,054,713 | $98,180,672 | $358,235,385 |
| 45 | GREEN SQUARE CAPITAL ADVISORS, LLC | $839,697 | $597,921,578 | $103,225,760 | $701,147,338 |
| 46 | AM INVESTMENT STRATEGIES, LLC | $505,217 | $239,427,659 | $210,215,411 | $449,643,070 |
| 47 | RED DOOR WEALTH MANAGEMENT, LLC | $532,761 | $420,141,850 | $221,835,173 | $641,977,023 |
| 48 | RELIANT INVESTMENT MANAGEMENT, LLC | $2,710,530 | $840,869,284 | $275,869,222 | $1,116,738,506 |
| 49 | PRIVATE 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 Sabrina Straub.
*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.
