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
1Private Wealth Management, Inc.$1,247,873$741,236,598$741,236,598
2AM Investment Strategies, LLC$512,017$285,108,978$219,739,327$504,848,305
3Red Door Wealth Management, LLC$596,465$606,950,590$217,364,425$824,315,015
4Green Square Capital Advisors, LLC$1,065,299$768,770,204$144,190,835$912,961,039
5Legacy Wealth Management Inc$515,590$1,645,351,172$92,185,594$1,737,536,766
6Woodmont Investment Counsel, LLC$1,083,243$872,069,487$86,600,146$958,669,633
7Century Wealth Management, LLC$973,139$306,473,645$85,701,225$392,174,870
8Summit Asset Management LLC$482,560$594,350,245$79,786,359$674,136,604
9Covenant Partners, LLC$1,297,471$683,334,488$75,686,073$759,020,561
10Griffin Family Partners, LLC$1,658,951$154,117,380$46,615,635$200,733,015
11Rayburn West Financial Services LLC$894,020$76,800,058$39,422,527$116,222,585
12Acumen Wealth Advisors, LLC$1,569,151$237,396,740$38,773,793$276,170,533
13Evergreen Advisors, LLC$270,675$268,582,669$37,279,562$305,862,231
14Tranquility Partners, LLC$697,134$276,538,456$36,474,754$313,013,210
15HHM Wealth Advisors, LLC$304,932$616,877,741$32,627,438$649,505,179
16Silverleafe Capital Partners, LLC$653,101$294,415,458$32,135,235$326,550,693
17Capwealth Advisors, LLC$1,789,369$1,163,342,841$28,376,594$1,191,719,435
18Abound Wealth Management, LLC$269,275$474,884,231$26,505,345$501,389,576
19Mastrapasqua Asset Management, Inc.$1,640,696$898,874,068$24,837,690$923,711,758
20TBH Global Asset Management, LLC$383,003$761,111,405$19,831,842$780,943,247
21HMS Capital Management, LLC$800,853$246,076,916$15,801,973$261,878,889
22Proffitt & Goodson Inc.$857,129$548,346,708$15,643,987$563,990,695
23Wealth Preservation Advisors, LLC$286,570$323,690,650$15,608,385$339,299,035
24Reliant Investment Management, LLC$2,221,694$937,581,234$15,525,695$953,106,929
25Leconte Wealth Management, LLC$411,677$198,450,610$11,916,288$210,366,898
26William Howard & Co Financial Advisors Inc$546,985$225,359,115$10,938,520$236,297,635
27Campbell Rooks Wealth Management, L.L.C.$295,854$125,264,036$9,349,664$134,613,700
28Bellwether Investment Group, LLC$215,977$113,827,544$7,983,416$121,810,960
29Decker Wealth Management, LLC$652,694$353,864,422$7,727,810$361,592,232
30Capital Square, LLC$301,693$255,056,851$6,209,034$261,265,885
31Asset Planning Corporation$340,003$258,226,305$5,275,672$263,501,977
32Values First Advisors, Inc.$118,054$147,319,839$4,498,194$151,818,033
33Patriot Investment Management Group Inc$294,653$1,329,100,777$4,202,541$1,333,303,318
34Fielder Capital Group LLC$1,254,179$323,184,499$2,902,117$326,086,616
35Barnett & Co Inc$466,205$219,530,552$2,849,019$222,379,571
36BEACON CAPITAL MANAGEMENT, LLC$215,998$432,003,236$2,801,026$434,804,262
37The Patten Group, Inc.$415,524$437,290,936$2,333,187$439,624,123
38Insight Strategic Wealth LLC$420,863$172,661,662$1,996,636$174,658,298
39Trinity Capital Management, LLC$130,225$108,668,075$1,893,079$110,561,154
40Guardian Wealth Management, Inc.$1,240,172$288,732,703$227,346$288,960,049
41Davis, Davis And Conover Wealth Management, LLC$268,873$121,317,832$212,943$121,530,775
42Tillman Hartley LLC$2,196,073$540,071,000$163,000$540,234,000
43Kimery Wealth Management, LLC$258,174$243,200,000$243,200,000
44The Nalls Sherbakoff Group, LLC$288,296$214,492,131$214,492,131
45Telarray, LLC$1,550,155$978,147,753$978,147,753
46Valor Financial Services, LLC$149,106$180,120,011$180,120,011
47Southern Capital Advisors, LLC$247,649$270,432,401$270,432,401
48Cypress Capital Advisors, LLC$221,976$223,086,131$223,086,131
49Stonepoint Capital, LLC$4,338,059$121,465,638$121,465,638
50Marmo Financial Group, LLC$127,291$202,774,071$202,774,071
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Showing 1 to 50 of 58 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 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.