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.$118,054$147,319,839$4,498,194$151,818,033
2Marmo Financial Group, LLC$127,291$202,774,071$202,774,071
3Trinity Capital Management, LLC$130,225$108,668,075$1,893,079$110,561,154
4Valor Financial Services, LLC$149,106$180,120,011$180,120,011
5Quinn Stauffer Financial, LLC$169,410$258,857,744$258,857,744
6Leading Edge Financial Planning LLC$185,982$135,209,171$135,209,171
7Bellwether Investment Group, LLC$215,977$113,827,544$7,983,416$121,810,960
8BEACON CAPITAL MANAGEMENT, LLC$215,998$432,003,236$2,801,026$434,804,262
9Cypress Capital Advisors, LLC$221,976$223,086,131$223,086,131
10Cypress Capital, LLC$233,243$308,813,751$308,813,751
11Southern Capital Advisors, LLC$247,649$270,432,401$270,432,401
12Kimery Wealth Management, LLC$258,174$243,200,000$243,200,000
13Davis, Davis And Conover Wealth Management, LLC$268,873$121,317,832$212,943$121,530,775
14Abound Wealth Management, LLC$269,275$474,884,231$26,505,345$501,389,576
15Integrity Capital Management LLC$269,533$112,125,882$112,125,882
16Evergreen Advisors, LLC$270,675$268,582,669$37,279,562$305,862,231
17Wealth Preservation Advisors, LLC$286,570$323,690,650$15,608,385$339,299,035
18The Nalls Sherbakoff Group, LLC$288,296$214,492,131$214,492,131
19Patriot Investment Management Group Inc$294,653$1,329,100,777$4,202,541$1,333,303,318
20Campbell Rooks Wealth Management, L.L.C.$295,854$125,264,036$9,349,664$134,613,700
21Capital Square, LLC$301,693$255,056,851$6,209,034$261,265,885
22HHM Wealth Advisors, LLC$304,932$616,877,741$32,627,438$649,505,179
23Asset Planning Corporation$340,003$258,226,305$5,275,672$263,501,977
24Aldebaran Financial Inc$368,539$252,817,944$252,817,944
25TBH Global Asset Management, LLC$383,003$761,111,405$19,831,842$780,943,247
26Leconte Wealth Management, LLC$411,677$198,450,610$11,916,288$210,366,898
27The Patten Group, Inc.$415,524$437,290,936$2,333,187$439,624,123
28Insight Strategic Wealth LLC$420,863$172,661,662$1,996,636$174,658,298
29Barnett & Co Inc$466,205$219,530,552$2,849,019$222,379,571
30Summit Asset Management LLC$482,560$594,350,245$79,786,359$674,136,604
31AM Investment Strategies, LLC$512,017$285,108,978$219,739,327$504,848,305
32Stonebridge Investment Counsel, LLC$513,104$139,564,282$139,564,282
33Legacy Wealth Management Inc$515,590$1,645,351,172$92,185,594$1,737,536,766
34William Howard & Co Financial Advisors Inc$546,985$225,359,115$10,938,520$236,297,635
35Red Door Wealth Management, LLC$596,465$606,950,590$217,364,425$824,315,015
36Frazee Investment Consulting, Inc.$638,527$157,716,061$157,716,061
37Decker Wealth Management, LLC$652,694$353,864,422$7,727,810$361,592,232
38Silverleafe Capital Partners, LLC$653,101$294,415,458$32,135,235$326,550,693
39NBZ Investment Advisors, LLC$685,844$264,735,776$264,735,776
40Tranquility Partners, LLC$697,134$276,538,456$36,474,754$313,013,210
41HMS Capital Management, LLC$800,853$246,076,916$15,801,973$261,878,889
42Proffitt & Goodson Inc.$857,129$548,346,708$15,643,987$563,990,695
43Rayburn West Financial Services LLC$894,020$76,800,058$39,422,527$116,222,585
44Century Wealth Management, LLC$973,139$306,473,645$85,701,225$392,174,870
45Green Square Capital Advisors, LLC$1,065,299$768,770,204$144,190,835$912,961,039
46Woodmont Investment Counsel, LLC$1,083,243$872,069,487$86,600,146$958,669,633
47Guardian Wealth Management, Inc.$1,240,172$288,732,703$227,346$288,960,049
48Private Wealth Management, Inc.$1,247,873$741,236,598$741,236,598
49Fielder Capital Group LLC$1,254,179$323,184,499$2,902,117$326,086,616
50Covenant Partners, LLC$1,297,471$683,334,488$75,686,073$759,020,561
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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.