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