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
3Resource Advisory Services, Inc.$259,058$110,277,234$11,998,204$122,275,438
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
11Quinn Stauffer Financial, Llc$145,738$211,028,427$211,028,427
12The Nalls Sherbakoff Group, Llc$236,677$211,588,928$211,588,928
13Tranquility Partners, Llc$661,635$204,342,268$8,704,303$213,046,571
14Hms Investment Advisors$697,171$211,000,513$9,305,653$220,306,166
15Southern Capital Advisors, Llc$238,461$221,053,084$221,053,084
16Acumen Wealth Advisors, Llc$1,477,716$194,030,636$37,970,782$232,001,418
17Acumen Wealth Advisors, Llc$1,477,716$194,030,636$37,970,782$232,001,418
18Barnett & Co Inc$481,715$238,606,490$1,769,498$240,375,988
19Capital Square, Llc$502,611$260,924,418$935,815$261,860,233
20Evergreen Advisors, Llc$245,989$234,578,867$31,335,567$265,914,434
21Guardian Wealth Management, Inc.$1,142,025$267,657,395$718,537$268,375,932
22Silverleafe Capital Partners, Llc$640,110$266,773,116$21,276,277$288,049,393
23Wealth Preservation Advisors, Llc$269,011$278,810,383$12,259,808$291,070,191
24Decker Wealth Management, Llc$561,414$294,157,827$6,760,330$300,918,157
25Abound Wealth Management, Llc$237,095$311,910,280$22,156,334$334,066,614
26Century Wealth Management, Llc$911,540$260,054,713$98,180,672$358,235,385
27The Patten Group, Inc.$397,590$403,143,904$2,397,679$405,541,583
28Beacon Capital Management, Llc$215,998$432,003,236$2,801,026$434,804,262
29Proffitt & Goodson Inc.$536,762$462,750,010$8,526,587$471,276,597
30Financial Partners Group, Llc$507,734$480,824,237$480,824,237
31Tillman Hartley Llc$2,074,245$483,176,000$123,000$483,299,000
32Tbh Global Asset Management, Llc$311,328$597,279,276$14,791,158$612,070,434
33Summit Asset Management Llc$449,716$540,089,238$72,423,621$612,512,859
34Private Wealth Management, Inc.$1,152,761$623,643,433$623,643,433
35Covenant Partners, Llc$1,179,413$632,418,334$61,076,357$693,494,691
36M Capital Advisors$1,259,306$703,974,812$3,755,141$707,729,953
37Stonebridge Wealth Management$2,832,453$722,275,595$722,275,595
38Woodmont Investment Counsel, Llc$1,039,033$814,220,407$27,396,007$841,616,414
39Telarray, Llc$1,517,238$913,377,343$913,377,343
40Reliant Investment Management, Llc$2,710,530$840,869,284$275,869,222$1,116,738,506
41Capwealth Advisors, Llc$1,732,110$1,150,356,739$20,549,812$1,170,906,551
42Legacy Wealth Management Inc$429,132$1,400,870,744$86,930,910$1,487,801,654

Showing 1 to 42 of 42 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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.