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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1TILLMAN HARTLEY LLC$2,468,943$604,891,000$604,891,000
2QUINN STAUFFER FINANCIAL, LLC$201,327$322,525,351$322,525,351
3LEADING EDGE FINANCIAL PLANNING LLC$212,173$174,194,072$174,194,072
4STONEPOINT CAPITAL, LLC$6,889,446$158,457,267$158,457,267
5MARMO FINANCIAL GROUP, LLC$158,713$245,369,535$245,369,535
6THE PATTEN GROUP, INC.$448,364$511,583,841$511,583,841
7ALDEBARAN FINANCIAL INC$396,772$281,311,346$281,311,346
8NBZ INVESTMENT ADVISORS, LLC$747,895$301,401,640$301,401,640
9PREMIER PRIVATE WEALTH, LLC$615,770$299,264,114$299,264,114
10CYPRESS CAPITAL, LLC$296,769$359,387,124$359,387,124
12KIMERY WEALTH MANAGEMENT, LLC$249,692$324,600,000$324,600,000
13BARNETT & CO INC$510,468$157,224,136$157,224,136
14RETIREMENT PLANNING SERVICES$372,280$153,751,610$153,751,610
15CAP PARTNERS, LLC$155,285$163,980,867$163,980,867
16THE NALLS SHERBAKOFF GROUP, LLC$289,803$238,507,962$238,507,962
17CYPRESS CAPITAL ADVISORS, LLC$261,997$290,816,864$290,816,864
18FRAZEE INVESTMENT CONSULTING, INC.$607,060$176,654,343$176,654,343
19TELARRAY, LLC$1,700,877$1,117,476,183$1,117,476,183
20INTEGRITY CAPITAL MANAGEMENT$321,026$128,731,453$128,731,453
21DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC$290,816$135,290,848$229,237$135,520,085
22GUARDIAN WEALTH MANAGEMENT, INC.$324,938$343,399,658$710,038$344,109,696
23J. MARK NICKELL & CO.$760,076$124,425,049$987,536$125,412,585
24LECONTE WEALTH MANAGEMENT, LLC$414,694$225,280,243$1,557,240$226,837,483
25CAPITAL SQUARE, LLC$486,170$302,888,034$2,426,612$305,314,646
26INSIGHT STRATEGIC WEALTH LLC$433,461$187,658,239$2,631,293$190,289,532
27SOUTHERN CAPITAL ADVISORS, LLC$273,772$369,876,245$2,727,872$372,604,117
28FIELDER CAPITAL GROUP LLC$1,295,775$439,676,293$3,478,871$443,155,164
29VALUES FIRST ADVISORS, INC.$134,531$191,628,699$4,383,066$196,011,765
30PATRIOT INVESTMENT MANAGEMENT GROUP INC$334,243$1,605,415,069$5,299,797$1,610,714,866
31ASSET PLANNING CORPORATION$402,173$320,342,120$6,222,719$326,564,839
32WILLIAM HOWARD & CO FINANCIAL ADVISORS, INC.$701,054$264,834,342$8,576,719$273,411,061
33STONEBRIDGE WEALTH MANAGEMENT$302,085$162,087,659$9,496,742$171,584,401
34BELLWETHER INVESTMENT GROUP, LLC$218,820$130,265,130$9,779,870$140,045,000
35CORNERSTONE WEALTH MANAGEMENT GROUP$159,544$102,000,000$10,000,000$112,000,000
36BLONG FINANCIAL$320,586$107,422,467$10,553,217$117,975,684
37DECKER WEALTH MANAGEMENT, LLC$647,918$400,947,260$11,776,398$412,723,658
38RELIANT INVESTMENT MANAGEMENT, LLC$2,407,551$1,096,816,613$13,064,310$1,109,880,923
39PROFFITT & GOODSON INC.$833,963$601,104,673$13,525,892$614,630,565
40HMS INVESTMENT ADVISORS$792,298$259,949,454$14,977,867$274,927,321
41WEALTH PRESERVATION ADVISORS, LLC$484,163$373,093,331$26,341,402$399,434,733
42CAPWEALTH ADVISORS, LLC$1,999,043$1,332,756,150$30,591,369$1,363,347,519
43ABOUND WEALTH MANAGEMENT, LLC$331,128$758,604,290$32,790,882$791,395,172
44M CAPITAL ADVISORS$2,362,477$1,120,915,368$36,698,469$1,157,613,837
45HHM WEALTH ADVISORS, LLC$360,259$828,092,340$36,889,855$864,982,195
46TRANQUILITY PARTNERS, LLC$779,251$420,294,656$37,905,056$458,199,712
47SILVERLEAFE CAPITAL PARTNERS, LLC$678,625$309,345,865$39,467,490$348,813,355
48WOODMONT INVESTMENT COUNSEL, LLC$1,242,508$1,163,517,072$42,958,084$1,206,475,156
49ACUMEN WEALTH ADVISORS, LLC$1,753,096$309,612,983$44,512,321$354,125,304
50EVERGREEN ADVISORS, LLC$300,057$323,396,596$45,073,063$368,469,659
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Showing 1 to 50 of 61 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 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.