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

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.