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

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 Sabrina Straub.

*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.