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 | Private Wealth Management, Inc. | $1,247,873 | — | $741,236,598 | $741,236,598 |
| 2 | Rayburn West Financial Services LLC | $894,020 | $76,800,058 | $39,422,527 | $116,222,585 |
| 3 | Trinity Capital Management, LLC | $130,225 | $108,668,075 | $1,893,079 | $110,561,154 |
| 4 | Integrity Capital Management LLC | $269,533 | $112,125,882 | — | $112,125,882 |
| 5 | Bellwether Investment Group, LLC | $215,977 | $113,827,544 | $7,983,416 | $121,810,960 |
| 6 | Davis, Davis And Conover Wealth Management, LLC | $268,873 | $121,317,832 | $212,943 | $121,530,775 |
| 7 | Stonepoint Capital, LLC | $4,338,059 | $121,465,638 | — | $121,465,638 |
| 8 | Campbell Rooks Wealth Management, L.L.C. | $295,854 | $125,264,036 | $9,349,664 | $134,613,700 |
| 9 | Leading Edge Financial Planning LLC | $185,982 | $135,209,171 | — | $135,209,171 |
| 10 | Stonebridge Investment Counsel, LLC | $513,104 | $139,564,282 | — | $139,564,282 |
| 11 | Griffin Family Partners, LLC | $1,658,951 | $154,117,380 | $46,615,635 | $200,733,015 |
| 12 | Frazee Investment Consulting, Inc. | $638,527 | $157,716,061 | — | $157,716,061 |
| 13 | Insight Strategic Wealth LLC | $420,863 | $172,661,662 | $1,996,636 | $174,658,298 |
| 14 | Leconte Wealth Management, LLC | $411,677 | $198,450,610 | $11,916,288 | $210,366,898 |
| 15 | Marmo Financial Group, LLC | $127,291 | $202,774,071 | — | $202,774,071 |
| 16 | The Nalls Sherbakoff Group, LLC | $288,296 | $214,492,131 | — | $214,492,131 |
| 17 | Acumen Wealth Advisors, LLC | $1,569,151 | $237,396,740 | $38,773,793 | $276,170,533 |
| 18 | Kimery Wealth Management, LLC | $258,174 | $243,200,000 | — | $243,200,000 |
| 19 | HMS Capital Management, LLC | $800,853 | $246,076,916 | $15,801,973 | $261,878,889 |
| 20 | Aldebaran Financial Inc | $368,539 | $252,817,944 | — | $252,817,944 |
| 21 | Asset Planning Corporation | $340,003 | $258,226,305 | $5,275,672 | $263,501,977 |
| 22 | Quinn Stauffer Financial, LLC | $169,410 | $258,857,744 | — | $258,857,744 |
| 23 | NBZ Investment Advisors, LLC | $685,844 | $264,735,776 | — | $264,735,776 |
| 24 | Southern Capital Advisors, LLC | $247,649 | $270,432,401 | — | $270,432,401 |
| 25 | Tranquility Partners, LLC | $697,134 | $276,538,456 | $36,474,754 | $313,013,210 |
| 26 | AM Investment Strategies, LLC | $512,017 | $285,108,978 | $219,739,327 | $504,848,305 |
| 27 | Guardian Wealth Management, Inc. | $1,240,172 | $288,732,703 | $227,346 | $288,960,049 |
| 28 | Silverleafe Capital Partners, LLC | $653,101 | $294,415,458 | $32,135,235 | $326,550,693 |
| 29 | Century Wealth Management, LLC | $973,139 | $306,473,645 | $85,701,225 | $392,174,870 |
| 30 | Fielder Capital Group LLC | $1,254,179 | $323,184,499 | $2,902,117 | $326,086,616 |
| 31 | Wealth Preservation Advisors, LLC | $286,570 | $323,690,650 | $15,608,385 | $339,299,035 |
| 32 | Decker Wealth Management, LLC | $652,694 | $353,864,422 | $7,727,810 | $361,592,232 |
| 33 | The Patten Group, Inc. | $415,524 | $437,290,936 | $2,333,187 | $439,624,123 |
| 34 | Abound Wealth Management, LLC | $269,275 | $474,884,231 | $26,505,345 | $501,389,576 |
| 35 | Tillman Hartley LLC | $2,196,073 | $540,071,000 | $163,000 | $540,234,000 |
| 36 | Proffitt & Goodson Inc. | $857,129 | $548,346,708 | $15,643,987 | $563,990,695 |
| 37 | Summit Asset Management LLC | $482,560 | $594,350,245 | $79,786,359 | $674,136,604 |
| 38 | Red Door Wealth Management, LLC | $596,465 | $606,950,590 | $217,364,425 | $824,315,015 |
| 39 | HHM Wealth Advisors, LLC | $304,932 | $616,877,741 | $32,627,438 | $649,505,179 |
| 40 | Covenant Partners, LLC | $1,297,471 | $683,334,488 | $75,686,073 | $759,020,561 |
| 41 | TBH Global Asset Management, LLC | $383,003 | $761,111,405 | $19,831,842 | $780,943,247 |
| 42 | Green Square Capital Advisors, LLC | $1,065,299 | $768,770,204 | $144,190,835 | $912,961,039 |
| 43 | Woodmont Investment Counsel, LLC | $1,083,243 | $872,069,487 | $86,600,146 | $958,669,633 |
| 44 | Mastrapasqua Asset Management, Inc. | $1,640,696 | $898,874,068 | $24,837,690 | $923,711,758 |
| 45 | Telarray, LLC | $1,550,155 | $978,147,753 | — | $978,147,753 |
| 46 | Capwealth Advisors, LLC | $1,789,369 | $1,163,342,841 | $28,376,594 | $1,191,719,435 |
| 47 | Patriot Investment Management Group Inc | $294,653 | $1,329,100,777 | $4,202,541 | $1,333,303,318 |
| 48 | Legacy Wealth Management Inc | $515,590 | $1,645,351,172 | $92,185,594 | $1,737,536,766 |
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 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.
