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
1Private Wealth Management, Inc.$1,152,761$623,643,433$623,643,433
2Resource Advisory Services, Inc.$259,058$110,277,234$11,998,204$122,275,438
3Campbell Rooks Wealth Management, L.L.C.$299,278$120,495,869$11,485,806$131,981,675
4Griffin Family Partners, Llc$1,368,014$126,335,673$46,034,064$172,369,737
5Davis, Davis And Conover Wealth Management, Llc$270,077$126,737,245$198,922$126,936,167
6Frazee Investment Consulting, Inc.$587,829$141,078,987$141,078,987
7Ctm Financial, Llc$391,563$163,236,849$7,876,120$171,112,969
8Leconte Wealth Management, Llc$382,257$176,220,488$176,220,488
9Acumen Wealth Advisors, Llc$1,477,716$194,030,636$37,970,782$232,001,418
10Acumen Wealth Advisors, Llc$1,477,716$194,030,636$37,970,782$232,001,418
11Tranquility Partners, Llc$661,635$204,342,268$8,704,303$213,046,571
12Hms Investment Advisors$697,171$211,000,513$9,305,653$220,306,166
13Quinn Stauffer Financial, Llc$145,738$211,028,427$211,028,427
14The Nalls Sherbakoff Group, Llc$236,677$211,588,928$211,588,928
15Southern Capital Advisors, Llc$238,461$221,053,084$221,053,084
16Century Wealth Management, Llc$911,540$260,054,713$98,180,672$358,235,385
17Silverleafe Capital Partners, Llc$640,110$266,773,116$21,276,277$288,049,393
18Guardian Wealth Management, Inc.$1,142,025$267,657,395$718,537$268,375,932
19Wealth Preservation Advisors, Llc$269,011$278,810,383$12,259,808$291,070,191
20Decker Wealth Management, Llc$561,414$294,157,827$6,760,330$300,918,157
21Abound Wealth Management, Llc$237,095$311,910,280$22,156,334$334,066,614
22The Patten Group, Inc.$397,590$403,143,904$2,397,679$405,541,583
23Proffitt & Goodson Inc.$536,762$462,750,010$8,526,587$471,276,597
24Financial Partners Group, Llc$507,734$480,824,237$480,824,237
25Tillman Hartley Llc$2,074,245$483,176,000$123,000$483,299,000
26Summit Asset Management Llc$449,716$540,089,238$72,423,621$612,512,859
27Tbh Global Asset Management, Llc$311,328$597,279,276$14,791,158$612,070,434
28Covenant Partners, Llc$1,179,413$632,418,334$61,076,357$693,494,691
29M Capital Advisors$1,259,306$703,974,812$3,755,141$707,729,953
30Stonebridge Wealth Management$2,832,453$722,275,595$722,275,595
31Woodmont Investment Counsel, Llc$1,039,033$814,220,407$27,396,007$841,616,414
32Telarray, Llc$1,517,238$913,377,343$913,377,343
33Capwealth Advisors, Llc$1,732,110$1,150,356,739$20,549,812$1,170,906,551
34Legacy Wealth Management Inc$429,132$1,400,870,744$86,930,910$1,487,801,654

Showing 1 to 34 of 34 entries

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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.