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
1Trinity Capital Management, LLC$130,225$108,668,075$1,893,079$110,561,154
2Integrity Capital Management LLC$269,533$112,125,882$112,125,882
3Rayburn West Financial Services LLC$894,020$76,800,058$39,422,527$116,222,585
4Stonepoint Capital, LLC$4,338,059$121,465,638$121,465,638
5Davis, Davis And Conover Wealth Management, LLC$268,873$121,317,832$212,943$121,530,775
6Bellwether Investment Group, LLC$215,977$113,827,544$7,983,416$121,810,960
7Campbell Rooks Wealth Management, L.L.C.$295,854$125,264,036$9,349,664$134,613,700
8Leading Edge Financial Planning LLC$185,982$135,209,171$135,209,171
9Stonebridge Investment Counsel, LLC$513,104$139,564,282$139,564,282
10Values First Advisors, Inc.$118,054$147,319,839$4,498,194$151,818,033
11Frazee Investment Consulting, Inc.$638,527$157,716,061$157,716,061
12Insight Strategic Wealth LLC$420,863$172,661,662$1,996,636$174,658,298
13Valor Financial Services, LLC$149,106$180,120,011$180,120,011
14Griffin Family Partners, LLC$1,658,951$154,117,380$46,615,635$200,733,015
15Marmo Financial Group, LLC$127,291$202,774,071$202,774,071
16Leconte Wealth Management, LLC$411,677$198,450,610$11,916,288$210,366,898
17The Nalls Sherbakoff Group, LLC$288,296$214,492,131$214,492,131
18Barnett & Co Inc$466,205$219,530,552$2,849,019$222,379,571
19Cypress Capital Advisors, LLC$221,976$223,086,131$223,086,131
20William Howard & Co Financial Advisors Inc$546,985$225,359,115$10,938,520$236,297,635
21Kimery Wealth Management, LLC$258,174$243,200,000$243,200,000
22Aldebaran Financial Inc$368,539$252,817,944$252,817,944
23Quinn Stauffer Financial, LLC$169,410$258,857,744$258,857,744
24Capital Square, LLC$301,693$255,056,851$6,209,034$261,265,885
25HMS Capital Management, LLC$800,853$246,076,916$15,801,973$261,878,889
26Asset Planning Corporation$340,003$258,226,305$5,275,672$263,501,977
27NBZ Investment Advisors, LLC$685,844$264,735,776$264,735,776
28Southern Capital Advisors, LLC$247,649$270,432,401$270,432,401
29Acumen Wealth Advisors, LLC$1,569,151$237,396,740$38,773,793$276,170,533
30Guardian Wealth Management, Inc.$1,240,172$288,732,703$227,346$288,960,049
31Evergreen Advisors, LLC$270,675$268,582,669$37,279,562$305,862,231
32Cypress Capital, LLC$233,243$308,813,751$308,813,751
33Tranquility Partners, LLC$697,134$276,538,456$36,474,754$313,013,210
34Fielder Capital Group LLC$1,254,179$323,184,499$2,902,117$326,086,616
35Silverleafe Capital Partners, LLC$653,101$294,415,458$32,135,235$326,550,693
36Wealth Preservation Advisors, LLC$286,570$323,690,650$15,608,385$339,299,035
37Decker Wealth Management, LLC$652,694$353,864,422$7,727,810$361,592,232
38Century Wealth Management, LLC$973,139$306,473,645$85,701,225$392,174,870
39BEACON CAPITAL MANAGEMENT, LLC$215,998$432,003,236$2,801,026$434,804,262
40The Patten Group, Inc.$415,524$437,290,936$2,333,187$439,624,123
41Abound Wealth Management, LLC$269,275$474,884,231$26,505,345$501,389,576
42AM Investment Strategies, LLC$512,017$285,108,978$219,739,327$504,848,305
43Tillman Hartley LLC$2,196,073$540,071,000$163,000$540,234,000
44Proffitt & Goodson Inc.$857,129$548,346,708$15,643,987$563,990,695
45HHM Wealth Advisors, LLC$304,932$616,877,741$32,627,438$649,505,179
46Summit Asset Management LLC$482,560$594,350,245$79,786,359$674,136,604
47Private Wealth Management, Inc.$1,247,873$741,236,598$741,236,598
48Covenant Partners, LLC$1,297,471$683,334,488$75,686,073$759,020,561
49TBH Global Asset Management, LLC$383,003$761,111,405$19,831,842$780,943,247
50Red Door Wealth Management, LLC$596,465$606,950,590$217,364,425$824,315,015
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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.