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
1Stonebridge Wealth Management$2,832,453$722,275,595$722,275,595
2Marmo Financial Group, Llc$119,728$157,203,274$157,203,274
3Leconte Wealth Management, Llc$382,257$176,220,488$176,220,488
4Southern Capital Advisors, Llc$238,461$221,053,084$221,053,084
5Telarray, Llc$1,517,238$913,377,343$913,377,343
6Frazee Investment Consulting, Inc.$587,829$141,078,987$141,078,987
7Stonepoint Capital, Llc$3,377,560$111,459,478$111,459,478
8The Nalls Sherbakoff Group, Llc$236,677$211,588,928$211,588,928
9Quinn Stauffer Financial, Llc$145,738$211,028,427$211,028,427
10Financial Partners Group, Llc$507,734$480,824,237$480,824,237
11Tillman Hartley Llc$2,074,245$483,176,000$123,000$483,299,000
12Davis, Davis And Conover Wealth Management, Llc$270,077$126,737,245$198,922$126,936,167
13Guardian Wealth Management, Inc.$1,142,025$267,657,395$718,537$268,375,932
14Capital Square, Llc$502,611$260,924,418$935,815$261,860,233
15Barnett & Co Inc$481,715$238,606,490$1,769,498$240,375,988
16The Patten Group, Inc.$397,590$403,143,904$2,397,679$405,541,583
17Beacon Capital Management, Llc$215,998$432,003,236$2,801,026$434,804,262
18M Capital Advisors$1,259,306$703,974,812$3,755,141$707,729,953
19Bellwether Investment Group, Llc$178,511$102,841,088$4,622,598$107,463,686
20Decker Wealth Management, Llc$561,414$294,157,827$6,760,330$300,918,157
21Ctm Financial, Llc$391,563$163,236,849$7,876,120$171,112,969
22Proffitt & Goodson Inc.$536,762$462,750,010$8,526,587$471,276,597
23Tranquility Partners, Llc$661,635$204,342,268$8,704,303$213,046,571
24Hms Investment Advisors$697,171$211,000,513$9,305,653$220,306,166
25Campbell Rooks Wealth Management, L.L.C.$299,278$120,495,869$11,485,806$131,981,675
26Resource Advisory Services, Inc.$259,058$110,277,234$11,998,204$122,275,438
27Wealth Preservation Advisors, Llc$269,011$278,810,383$12,259,808$291,070,191
28Tbh Global Asset Management, Llc$311,328$597,279,276$14,791,158$612,070,434
29Capwealth Advisors, Llc$1,732,110$1,150,356,739$20,549,812$1,170,906,551
30Silverleafe Capital Partners, Llc$640,110$266,773,116$21,276,277$288,049,393
31Abound Wealth Management, Llc$237,095$311,910,280$22,156,334$334,066,614
32Woodmont Investment Counsel, Llc$1,039,033$814,220,407$27,396,007$841,616,414
33Evergreen Advisors, Llc$245,989$234,578,867$31,335,567$265,914,434
34Acumen Wealth Advisors, Llc$1,477,716$194,030,636$37,970,782$232,001,418
35Acumen Wealth Advisors, Llc$1,477,716$194,030,636$37,970,782$232,001,418
36Griffin Family Partners, Llc$1,368,014$126,335,673$46,034,064$172,369,737
37Covenant Partners, Llc$1,179,413$632,418,334$61,076,357$693,494,691
38Summit Asset Management Llc$449,716$540,089,238$72,423,621$612,512,859
39Legacy Wealth Management Inc$429,132$1,400,870,744$86,930,910$1,487,801,654
40Century Wealth Management, Llc$911,540$260,054,713$98,180,672$358,235,385
41Reliant Investment Management, Llc$2,710,530$840,869,284$275,869,222$1,116,738,506
42Private Wealth Management, Inc.$1,152,761$623,643,433$623,643,433

Showing 1 to 42 of 42 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.