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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

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

Showing 1 to 49 of 49 entries

Page 1

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 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.