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

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 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. 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) not one who is an insurance company or agency.

Database last updated on January 15, 2020.