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

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 Caroline 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.