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

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.