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
1Abound Wealth Management, LLC$269,275$474,884,231$26,505,345$501,389,576
2Acumen Wealth Advisors, LLC$1,569,151$237,396,740$38,773,793$276,170,533
3Aldebaran Financial Inc$368,539$252,817,944$252,817,944
4AM Investment Strategies, LLC$512,017$285,108,978$219,739,327$504,848,305
5Asset Planning Corporation$340,003$258,226,305$5,275,672$263,501,977
6Barnett & Co Inc$466,205$219,530,552$2,849,019$222,379,571
7BEACON CAPITAL MANAGEMENT, LLC$215,998$432,003,236$2,801,026$434,804,262
8Bellwether Investment Group, LLC$215,977$113,827,544$7,983,416$121,810,960
9Campbell Rooks Wealth Management, L.L.C.$295,854$125,264,036$9,349,664$134,613,700
10Capital Square, LLC$301,693$255,056,851$6,209,034$261,265,885
11Capwealth Advisors, LLC$1,789,369$1,163,342,841$28,376,594$1,191,719,435
12Century Wealth Management, LLC$973,139$306,473,645$85,701,225$392,174,870
13Covenant Partners, LLC$1,297,471$683,334,488$75,686,073$759,020,561
14Cypress Capital Advisors, LLC$221,976$223,086,131$223,086,131
15Cypress Capital, LLC$233,243$308,813,751$308,813,751
16Davis, Davis And Conover Wealth Management, LLC$268,873$121,317,832$212,943$121,530,775
17Decker Wealth Management, LLC$652,694$353,864,422$7,727,810$361,592,232
18Evergreen Advisors, LLC$270,675$268,582,669$37,279,562$305,862,231
19Fielder Capital Group LLC$1,254,179$323,184,499$2,902,117$326,086,616
20Frazee Investment Consulting, Inc.$638,527$157,716,061$157,716,061
21Green Square Capital Advisors, LLC$1,065,299$768,770,204$144,190,835$912,961,039
22Griffin Family Partners, LLC$1,658,951$154,117,380$46,615,635$200,733,015
23Guardian Wealth Management, Inc.$1,240,172$288,732,703$227,346$288,960,049
24HHM Wealth Advisors, LLC$304,932$616,877,741$32,627,438$649,505,179
25HMS Capital Management, LLC$800,853$246,076,916$15,801,973$261,878,889
26Insight Strategic Wealth LLC$420,863$172,661,662$1,996,636$174,658,298
27Integrity Capital Management LLC$269,533$112,125,882$112,125,882
28Kimery Wealth Management, LLC$258,174$243,200,000$243,200,000
29Leading Edge Financial Planning LLC$185,982$135,209,171$135,209,171
30Leconte Wealth Management, LLC$411,677$198,450,610$11,916,288$210,366,898
31Legacy Wealth Management Inc$515,590$1,645,351,172$92,185,594$1,737,536,766
32Marmo Financial Group, LLC$127,291$202,774,071$202,774,071
33Mastrapasqua Asset Management, Inc.$1,640,696$898,874,068$24,837,690$923,711,758
34NBZ Investment Advisors, LLC$685,844$264,735,776$264,735,776
35Patriot Investment Management Group Inc$294,653$1,329,100,777$4,202,541$1,333,303,318
36Private Wealth Management, Inc.$1,247,873$741,236,598$741,236,598
37Proffitt & Goodson Inc.$857,129$548,346,708$15,643,987$563,990,695
38Quinn Stauffer Financial, LLC$169,410$258,857,744$258,857,744
39Rayburn West Financial Services LLC$894,020$76,800,058$39,422,527$116,222,585
40Red Door Wealth Management, LLC$596,465$606,950,590$217,364,425$824,315,015
41Reliant Investment Management, LLC$2,221,694$937,581,234$15,525,695$953,106,929
42Silverleafe Capital Partners, LLC$653,101$294,415,458$32,135,235$326,550,693
43Southern Capital Advisors, LLC$247,649$270,432,401$270,432,401
44Stonebridge Investment Counsel, LLC$513,104$139,564,282$139,564,282
45Stonepoint Capital, LLC$4,338,059$121,465,638$121,465,638
46Summit Asset Management LLC$482,560$594,350,245$79,786,359$674,136,604
47TBH Global Asset Management, LLC$383,003$761,111,405$19,831,842$780,943,247
48Telarray, LLC$1,550,155$978,147,753$978,147,753
49The Nalls Sherbakoff Group, LLC$288,296$214,492,131$214,492,131
50The Patten Group, Inc.$415,524$437,290,936$2,333,187$439,624,123
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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.