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$515,590$1,645,351,172$92,185,594$1,737,536,766
2Patriot Investment Management Group Inc$294,653$1,329,100,777$4,202,541$1,333,303,318
3Capwealth Advisors, LLC$1,789,369$1,163,342,841$28,376,594$1,191,719,435
4Telarray, LLC$1,550,155$978,147,753$978,147,753
5Woodmont Investment Counsel, LLC$1,083,243$872,069,487$86,600,146$958,669,633
6Reliant Investment Management, LLC$2,221,694$937,581,234$15,525,695$953,106,929
7Mastrapasqua Asset Management, Inc.$1,640,696$898,874,068$24,837,690$923,711,758
8Green Square Capital Advisors, LLC$1,065,299$768,770,204$144,190,835$912,961,039
9Red Door Wealth Management, LLC$596,465$606,950,590$217,364,425$824,315,015
10TBH Global Asset Management, LLC$383,003$761,111,405$19,831,842$780,943,247
11Covenant Partners, LLC$1,297,471$683,334,488$75,686,073$759,020,561
12Private Wealth Management, Inc.$1,247,873$741,236,598$741,236,598
13Summit Asset Management LLC$482,560$594,350,245$79,786,359$674,136,604
14HHM Wealth Advisors, LLC$304,932$616,877,741$32,627,438$649,505,179
15Proffitt & Goodson Inc.$857,129$548,346,708$15,643,987$563,990,695
16Tillman Hartley LLC$2,196,073$540,071,000$163,000$540,234,000
17AM Investment Strategies, LLC$512,017$285,108,978$219,739,327$504,848,305
18Abound Wealth Management, LLC$269,275$474,884,231$26,505,345$501,389,576
19The Patten Group, Inc.$415,524$437,290,936$2,333,187$439,624,123
20BEACON CAPITAL MANAGEMENT, LLC$215,998$432,003,236$2,801,026$434,804,262
21Century Wealth Management, LLC$973,139$306,473,645$85,701,225$392,174,870
22Decker Wealth Management, LLC$652,694$353,864,422$7,727,810$361,592,232
23Wealth Preservation Advisors, LLC$286,570$323,690,650$15,608,385$339,299,035
24Silverleafe Capital Partners, LLC$653,101$294,415,458$32,135,235$326,550,693
25Fielder Capital Group LLC$1,254,179$323,184,499$2,902,117$326,086,616
26Tranquility Partners, LLC$697,134$276,538,456$36,474,754$313,013,210
27Cypress Capital, LLC$233,243$308,813,751$308,813,751
28Evergreen Advisors, LLC$270,675$268,582,669$37,279,562$305,862,231
29Guardian Wealth Management, Inc.$1,240,172$288,732,703$227,346$288,960,049
30Acumen Wealth Advisors, LLC$1,569,151$237,396,740$38,773,793$276,170,533
31Southern Capital Advisors, LLC$247,649$270,432,401$270,432,401
32NBZ Investment Advisors, LLC$685,844$264,735,776$264,735,776
33Asset Planning Corporation$340,003$258,226,305$5,275,672$263,501,977
34HMS Capital Management, LLC$800,853$246,076,916$15,801,973$261,878,889
35Capital Square, LLC$301,693$255,056,851$6,209,034$261,265,885
36Quinn Stauffer Financial, LLC$169,410$258,857,744$258,857,744
37Aldebaran Financial Inc$368,539$252,817,944$252,817,944
38Kimery Wealth Management, LLC$258,174$243,200,000$243,200,000
39William Howard & Co Financial Advisors Inc$546,985$225,359,115$10,938,520$236,297,635
40Cypress Capital Advisors, LLC$221,976$223,086,131$223,086,131
41Barnett & Co Inc$466,205$219,530,552$2,849,019$222,379,571
42The Nalls Sherbakoff Group, LLC$288,296$214,492,131$214,492,131
43Leconte Wealth Management, LLC$411,677$198,450,610$11,916,288$210,366,898
44Marmo Financial Group, LLC$127,291$202,774,071$202,774,071
45Griffin Family Partners, LLC$1,658,951$154,117,380$46,615,635$200,733,015
46Valor Financial Services, LLC$149,106$180,120,011$180,120,011
47Insight Strategic Wealth LLC$420,863$172,661,662$1,996,636$174,658,298
48Frazee Investment Consulting, Inc.$638,527$157,716,061$157,716,061
49Values First Advisors, Inc.$118,054$147,319,839$4,498,194$151,818,033
50Stonebridge Investment Counsel, LLC$513,104$139,564,282$139,564,282
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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.