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
1Stonepoint Capital, LLC$4,338,059$121,465,638$121,465,638
2Reliant Investment Management, LLC$2,221,694$937,581,234$15,525,695$953,106,929
3Tillman Hartley LLC$2,196,073$540,071,000$163,000$540,234,000
4Capwealth Advisors, LLC$1,789,369$1,163,342,841$28,376,594$1,191,719,435
5Griffin Family Partners, LLC$1,658,951$154,117,380$46,615,635$200,733,015
6Mastrapasqua Asset Management, Inc.$1,640,696$898,874,068$24,837,690$923,711,758
7Acumen Wealth Advisors, LLC$1,569,151$237,396,740$38,773,793$276,170,533
8Telarray, LLC$1,550,155$978,147,753$978,147,753
9Covenant Partners, LLC$1,297,471$683,334,488$75,686,073$759,020,561
10Fielder Capital Group LLC$1,254,179$323,184,499$2,902,117$326,086,616
11Private Wealth Management, Inc.$1,247,873$741,236,598$741,236,598
12Guardian Wealth Management, Inc.$1,240,172$288,732,703$227,346$288,960,049
13Woodmont Investment Counsel, LLC$1,083,243$872,069,487$86,600,146$958,669,633
14Green Square Capital Advisors, LLC$1,065,299$768,770,204$144,190,835$912,961,039
15Century Wealth Management, LLC$973,139$306,473,645$85,701,225$392,174,870
16Rayburn West Financial Services LLC$894,020$76,800,058$39,422,527$116,222,585
17Proffitt & Goodson Inc.$857,129$548,346,708$15,643,987$563,990,695
18HMS Capital Management, LLC$800,853$246,076,916$15,801,973$261,878,889
19Tranquility Partners, LLC$697,134$276,538,456$36,474,754$313,013,210
20NBZ Investment Advisors, LLC$685,844$264,735,776$264,735,776
21Silverleafe Capital Partners, LLC$653,101$294,415,458$32,135,235$326,550,693
22Decker Wealth Management, LLC$652,694$353,864,422$7,727,810$361,592,232
23Frazee Investment Consulting, Inc.$638,527$157,716,061$157,716,061
24Red Door Wealth Management, LLC$596,465$606,950,590$217,364,425$824,315,015
25William Howard & Co Financial Advisors Inc$546,985$225,359,115$10,938,520$236,297,635
26Legacy Wealth Management Inc$515,590$1,645,351,172$92,185,594$1,737,536,766
27Stonebridge Investment Counsel, LLC$513,104$139,564,282$139,564,282
28AM Investment Strategies, LLC$512,017$285,108,978$219,739,327$504,848,305
29Summit Asset Management LLC$482,560$594,350,245$79,786,359$674,136,604
30Barnett & Co Inc$466,205$219,530,552$2,849,019$222,379,571
31Insight Strategic Wealth LLC$420,863$172,661,662$1,996,636$174,658,298
32The Patten Group, Inc.$415,524$437,290,936$2,333,187$439,624,123
33Leconte Wealth Management, LLC$411,677$198,450,610$11,916,288$210,366,898
34TBH Global Asset Management, LLC$383,003$761,111,405$19,831,842$780,943,247
35Aldebaran Financial Inc$368,539$252,817,944$252,817,944
36Asset Planning Corporation$340,003$258,226,305$5,275,672$263,501,977
37HHM Wealth Advisors, LLC$304,932$616,877,741$32,627,438$649,505,179
38Capital Square, LLC$301,693$255,056,851$6,209,034$261,265,885
39Campbell Rooks Wealth Management, L.L.C.$295,854$125,264,036$9,349,664$134,613,700
40Patriot Investment Management Group Inc$294,653$1,329,100,777$4,202,541$1,333,303,318
41The Nalls Sherbakoff Group, LLC$288,296$214,492,131$214,492,131
42Wealth Preservation Advisors, LLC$286,570$323,690,650$15,608,385$339,299,035
43Evergreen Advisors, LLC$270,675$268,582,669$37,279,562$305,862,231
44Integrity Capital Management LLC$269,533$112,125,882$112,125,882
45Abound Wealth Management, LLC$269,275$474,884,231$26,505,345$501,389,576
46Davis, Davis And Conover Wealth Management, LLC$268,873$121,317,832$212,943$121,530,775
47Kimery Wealth Management, LLC$258,174$243,200,000$243,200,000
48Southern Capital Advisors, LLC$247,649$270,432,401$270,432,401
49Cypress Capital, LLC$233,243$308,813,751$308,813,751
50Cypress Capital Advisors, LLC$221,976$223,086,131$223,086,131
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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.