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
1KIMERY WEALTH MANAGEMENT, LLC$362,573$186,000,000$186,000,000
2THE NALLS SHERBAKOFF GROUP, LLC$236,677$211,588,928$211,588,928
3TELARRAY, LLC$1,517,238$913,377,343$913,377,343
4SOUTHERN CAPITAL ADVISORS, LLC$238,461$221,053,084$221,053,084
5CYPRESS CAPITAL ADVISORS, LLC$208,939$185,746,676$185,746,676
6STONEPOINT CAPITAL, LLC$3,377,560$111,459,478$111,459,478
7MARMO FINANCIAL GROUP, LLC$119,728$157,203,274$157,203,274
8STONEBRIDGE WEALTH MANAGEMENT$2,832,453$722,275,595$722,275,595
9LECONTE WEALTH MANAGEMENT, LLC$382,257$176,220,488$176,220,488
10QUINN STAUFFER FINANCIAL, LLC$145,738$211,028,427$211,028,427
11ALDEBARAN FINANCIAL INC$433,918$294,630,142$294,630,142
12FRAZEE INVESTMENT CONSULTING, INC.$587,829$141,078,987$141,078,987
13TILLMAN HARTLEY LLC$2,074,245$483,176,000$123,000$483,299,000
14DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC$270,077$126,737,245$198,922$126,936,167
15GUARDIAN WEALTH MANAGEMENT, INC.$1,142,025$267,657,395$718,537$268,375,932
16CAPITAL SQUARE, LLC$502,611$260,924,418$935,815$261,860,233
17BARNETT & CO INC$481,715$238,606,490$1,769,498$240,375,988
18THE PATTEN GROUP, INC.$397,590$403,143,904$2,397,679$405,541,583
19PATRIOT INVESTMENT MANAGEMENT GROUP INC$259,135$1,075,584,555$2,417,088$1,078,001,643
20BEACON CAPITAL MANAGEMENT, LLC$215,998$432,003,236$2,801,026$434,804,262
21VALUES FIRST ADVISORS, INC.$95,149$120,328,046$3,461,183$123,789,229
22M CAPITAL ADVISORS$1,259,306$703,974,812$3,755,141$707,729,953
23BELLWETHER INVESTMENT GROUP, LLC$178,511$102,841,088$4,622,598$107,463,686
24DECKER WEALTH MANAGEMENT, LLC$561,414$294,157,827$6,760,330$300,918,157
25CTM FINANCIAL, LLC$391,563$163,236,849$7,876,120$171,112,969
26PROFFITT & GOODSON INC.$536,762$462,750,010$8,526,587$471,276,597
27TRANQUILITY PARTNERS, LLC$661,635$204,342,268$8,704,303$213,046,571
28HMS INVESTMENT ADVISORS$697,171$211,000,513$9,305,653$220,306,166
29CAMPBELL ROOKS WEALTH MANAGEMENT, L.L.C.$299,278$120,495,869$11,485,806$131,981,675
30WEALTH PRESERVATION ADVISORS, LLC$269,011$278,810,383$12,259,808$291,070,191
31TBH GLOBAL ASSET MANAGEMENT, LLC$311,328$597,279,276$14,791,158$612,070,434
32WILLIAM HOWARD & CO FINANCIAL ADVISORS, INC$480,174$198,720,652$16,877,468$215,598,120
33CAPWEALTH ADVISORS, LLC$1,732,110$1,150,356,739$20,549,812$1,170,906,551
34SILVERLEAFE CAPITAL PARTNERS, LLC$640,110$266,773,116$21,276,277$288,049,393
35ABOUND WEALTH MANAGEMENT, LLC$237,095$311,910,280$22,156,334$334,066,614
36WOODMONT INVESTMENT COUNSEL, LLC$1,039,033$814,220,407$27,396,007$841,616,414
37EVERGREEN ADVISORS, LLC$245,989$234,578,867$31,335,567$265,914,434
38HHM WEALTH ADVISORS, LLC$238,691$508,125,497$33,702,866$541,828,363
39ACUMEN WEALTH ADVISORS, LLC$1,477,716$194,030,636$37,970,782$232,001,418
40GRIFFIN FAMILY PARTNERS, LLC$1,368,014$126,335,673$46,034,064$172,369,737
41COVENANT PARTNERS, LLC$1,179,413$632,418,334$61,076,357$693,494,691
42SUMMIT ASSET MANAGEMENT LLC$449,716$540,089,238$72,423,621$612,512,859
43LEGACY WEALTH MANAGEMENT INC$429,132$1,400,870,744$86,930,910$1,487,801,654
44CENTURY WEALTH MANAGEMENT, LLC$911,540$260,054,713$98,180,672$358,235,385
45GREEN SQUARE CAPITAL ADVISORS, LLC$839,697$597,921,578$103,225,760$701,147,338
46AM INVESTMENT STRATEGIES, LLC$505,217$239,427,659$210,215,411$449,643,070
47RED DOOR WEALTH MANAGEMENT, LLC$532,761$420,141,850$221,835,173$641,977,023
48RELIANT INVESTMENT MANAGEMENT, LLC$2,710,530$840,869,284$275,869,222$1,116,738,506
49PRIVATE WEALTH MANAGEMENT, INC.$1,152,761$623,643,433$623,643,433

Showing 1 to 49 of 49 entries

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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.