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

Showing 1 to 48 of 48 entries

Page 1

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 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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 June 5, 2019.