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

Showing 1 to 49 of 49 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 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.