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