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$258,174$243,200,000$243,200,000
2The Nalls Sherbakoff Group, LLC$288,296$214,492,131$214,492,131
3Telarray, LLC$1,550,155$978,147,753$978,147,753
4Valor Financial Services, LLC$149,106$180,120,011$180,120,011
5Southern Capital Advisors, LLC$247,649$270,432,401$270,432,401
6Cypress Capital Advisors, LLC$221,976$223,086,131$223,086,131
7Stonepoint Capital, LLC$4,338,059$121,465,638$121,465,638
8Marmo Financial Group, LLC$127,291$202,774,071$202,774,071
9Cypress Capital, LLC$233,243$308,813,751$308,813,751
10Stonebridge Investment Counsel, LLC$513,104$139,564,282$139,564,282
11Quinn Stauffer Financial, LLC$169,410$258,857,744$258,857,744
12Aldebaran Financial Inc$368,539$252,817,944$252,817,944
13Leading Edge Financial Planning LLC$185,982$135,209,171$135,209,171
14Integrity Capital Management LLC$269,533$112,125,882$112,125,882
15NBZ Investment Advisors, LLC$685,844$264,735,776$264,735,776
16Frazee Investment Consulting, Inc.$638,527$157,716,061$157,716,061
17Tillman Hartley LLC$2,196,073$540,071,000$163,000$540,234,000
18Davis, Davis And Conover Wealth Management, LLC$268,873$121,317,832$212,943$121,530,775
19Guardian Wealth Management, Inc.$1,240,172$288,732,703$227,346$288,960,049
20Trinity Capital Management, LLC$130,225$108,668,075$1,893,079$110,561,154
21Insight Strategic Wealth LLC$420,863$172,661,662$1,996,636$174,658,298
22The Patten Group, Inc.$415,524$437,290,936$2,333,187$439,624,123
23BEACON CAPITAL MANAGEMENT, LLC$215,998$432,003,236$2,801,026$434,804,262
24Barnett & Co Inc$466,205$219,530,552$2,849,019$222,379,571
25Fielder Capital Group LLC$1,254,179$323,184,499$2,902,117$326,086,616
26Patriot Investment Management Group Inc$294,653$1,329,100,777$4,202,541$1,333,303,318
27Values First Advisors, Inc.$118,054$147,319,839$4,498,194$151,818,033
28Asset Planning Corporation$340,003$258,226,305$5,275,672$263,501,977
29Capital Square, LLC$301,693$255,056,851$6,209,034$261,265,885
30Decker Wealth Management, LLC$652,694$353,864,422$7,727,810$361,592,232
31Bellwether Investment Group, LLC$215,977$113,827,544$7,983,416$121,810,960
32Campbell Rooks Wealth Management, L.L.C.$295,854$125,264,036$9,349,664$134,613,700
33William Howard & Co Financial Advisors Inc$546,985$225,359,115$10,938,520$236,297,635
34Leconte Wealth Management, LLC$411,677$198,450,610$11,916,288$210,366,898
35Reliant Investment Management, LLC$2,221,694$937,581,234$15,525,695$953,106,929
36Wealth Preservation Advisors, LLC$286,570$323,690,650$15,608,385$339,299,035
37Proffitt & Goodson Inc.$857,129$548,346,708$15,643,987$563,990,695
38HMS Capital Management, LLC$800,853$246,076,916$15,801,973$261,878,889
39TBH Global Asset Management, LLC$383,003$761,111,405$19,831,842$780,943,247
40Mastrapasqua Asset Management, Inc.$1,640,696$898,874,068$24,837,690$923,711,758
41Abound Wealth Management, LLC$269,275$474,884,231$26,505,345$501,389,576
42Capwealth Advisors, LLC$1,789,369$1,163,342,841$28,376,594$1,191,719,435
43Silverleafe Capital Partners, LLC$653,101$294,415,458$32,135,235$326,550,693
44HHM Wealth Advisors, LLC$304,932$616,877,741$32,627,438$649,505,179
45Tranquility Partners, LLC$697,134$276,538,456$36,474,754$313,013,210
46Evergreen Advisors, LLC$270,675$268,582,669$37,279,562$305,862,231
47Acumen Wealth Advisors, LLC$1,569,151$237,396,740$38,773,793$276,170,533
48Rayburn West Financial Services LLC$894,020$76,800,058$39,422,527$116,222,585
49Griffin Family Partners, LLC$1,658,951$154,117,380$46,615,635$200,733,015
50Covenant Partners, LLC$1,297,471$683,334,488$75,686,073$759,020,561
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Showing 1 to 50 of 58 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 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.