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
1Values First Advisors, Inc.$78,448$97,767,136$2,254,114$100,021,250
2Marmo Financial Group, Llc$105,327$126,603,116$126,603,116
3Quinn Stauffer Financial, Llc$117,549$161,394,646$161,394,646
4Hhm Wealth Advisors, Llc$164,826$386,646,790$32,998,962$419,645,752
5Brogan Financial, Inc.$165,898$207,107,151$11,546,474$218,653,625
6Cypress Capital Advisors, Llc$193,958$142,365,431$142,365,431
7The Nalls Sherbakoff Group, Llc$202,902$176,555,732$3,824,124$180,379,856
8Evergreen Advisors, Llc$210,666$182,647,010$25,280,805$207,927,815
9Southern Capital Advisors, Llc$212,539$174,088,584$1,256,295$175,344,879
10Abound Wealth Management, Llc$213,695$209,827,658$19,466,710$229,294,368
11Patriot Investment Management Group Inc$220,130$861,656,316$1,474,609$863,130,925
12Resource Advisory Services, Inc.$226,155$88,515,185$13,254,605$101,769,790
13Davis, Davis And Conover Wealth Management, Llc$238,258$109,185,434$175,009$109,360,443
14Campbell Rooks Wealth Management, L.L.C.$247,872$101,845,671$7,465,706$109,311,377
15Tbh Global Asset Management, Llc$283,761$442,813,934$9,501,621$452,315,555
16Ctm Financial, Llc$297,434$127,599,160$127,599,160
17Decker Wealth Management, Llc$346,798$158,906,043$1,661,231$160,567,274
18Kimery Wealth Management, Llc$352,403$178,316,000$178,316,000
19The Patten Group, Inc.$373,102$340,788,377$3,211,798$344,000,175
20Wealth Preservation Advisors, Llc$374,336$239,200,582$239,200,582
21Integrity Capital Management$389,755$150,171,593$3,391,713$153,563,306
22Summit Asset Management Llc$391,407$456,271,133$64,691,826$520,962,959
23Legacy Wealth Management Inc$400,131$1,146,423,843$78,776,547$1,225,200,390
24Snow Creek Wealth Management$414,110$269,352,779$5,202,263$274,555,042
25Am Investment Strategies, Llc$419,823$184,870,507$168,620,121$353,490,628
26Barnett & Co Inc$425,360$263,289,262$859,330$264,148,592
27William Howard & Co Financial Advisors, Inc$441,702$186,397,700$12,368,393$198,766,093
28Red Door Wealth Management, Llc$455,090$263,936,500$217,093,274$481,029,774
29Capital Square, Llc$457,509$234,326,076$833,374$235,159,450
30Aldebaran Financial Inc$490,957$329,923,322$329,923,322
31Capwealth Advisors, Llc$515,872$1,041,703,674$26,667,778$1,068,371,452
32Frazee Investment Consulting, Inc.$548,704$134,432,514$134,432,514
33Silverleafe Capital Partners, Llc$551,894$231,073,531$27,212,866$258,286,397
34Proffitt & Goodson Inc.$689,912$427,806,365$1,318,748$429,125,113
35Financial Partners Group$698,601$166,267,122$166,267,122
36Century Wealth Management, Llc$766,476$209,242,427$87,383,973$296,626,400
37Leconte Wealth Management, Llc$774,990$157,323,010$157,323,010
38Green Square Capital Advisors, Llc$778,306$472,692,365$107,145,837$579,838,202
39Guardian Wealth Management, Inc.$963,649$226,457,614$226,457,614
40Covenant Partners, Llc$994,096$445,124,575$61,864,228$506,988,803
41M Capital Advisors$1,056,262$558,046,607$4,941,091$562,987,698
42Griffin Family Partners, Llc$1,074,366$114,132,615$33,055,477$147,188,092
43Private Wealth Management, Inc.$1,103,990$590,634,796$590,634,796
44Acumen Wealth Advisors, Llc$1,347,021$153,314,306$31,227,622$184,541,928
45Telarray, Llc$1,363,037$808,280,690$808,280,690
46Tillman Hartley Llc$1,923,041$422,929,000$140,000$423,069,000
47Woodmont Investment Counsel, Llc$2,241,601$672,738,935$42,331,691$715,070,626
48Reliant Investment Management, Llc$2,263,279$713,859,149$214,085,382$927,944,531

Showing 1 to 48 of 48 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.