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

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 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.