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