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

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.