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