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 | Trinity Capital Management, LLC | $130,225 | $108,668,075 | $1,893,079 | $110,561,154 |
| 2 | Integrity Capital Management LLC | $269,533 | $112,125,882 | — | $112,125,882 |
| 3 | Rayburn West Financial Services LLC | $894,020 | $76,800,058 | $39,422,527 | $116,222,585 |
| 4 | Stonepoint Capital, LLC | $4,338,059 | $121,465,638 | — | $121,465,638 |
| 5 | Davis, Davis And Conover Wealth Management, LLC | $268,873 | $121,317,832 | $212,943 | $121,530,775 |
| 6 | Bellwether Investment Group, LLC | $215,977 | $113,827,544 | $7,983,416 | $121,810,960 |
| 7 | Campbell Rooks Wealth Management, L.L.C. | $295,854 | $125,264,036 | $9,349,664 | $134,613,700 |
| 8 | Leading Edge Financial Planning LLC | $185,982 | $135,209,171 | — | $135,209,171 |
| 9 | Stonebridge Investment Counsel, LLC | $513,104 | $139,564,282 | — | $139,564,282 |
| 10 | Frazee Investment Consulting, Inc. | $638,527 | $157,716,061 | — | $157,716,061 |
| 11 | Insight Strategic Wealth LLC | $420,863 | $172,661,662 | $1,996,636 | $174,658,298 |
| 12 | Griffin Family Partners, LLC | $1,658,951 | $154,117,380 | $46,615,635 | $200,733,015 |
| 13 | Marmo Financial Group, LLC | $127,291 | $202,774,071 | — | $202,774,071 |
| 14 | Leconte Wealth Management, LLC | $411,677 | $198,450,610 | $11,916,288 | $210,366,898 |
| 15 | The Nalls Sherbakoff Group, LLC | $288,296 | $214,492,131 | — | $214,492,131 |
| 16 | Kimery Wealth Management, LLC | $258,174 | $243,200,000 | — | $243,200,000 |
| 17 | Aldebaran Financial Inc | $368,539 | $252,817,944 | — | $252,817,944 |
| 18 | Quinn Stauffer Financial, LLC | $169,410 | $258,857,744 | — | $258,857,744 |
| 19 | HMS Capital Management, LLC | $800,853 | $246,076,916 | $15,801,973 | $261,878,889 |
| 20 | Asset Planning Corporation | $340,003 | $258,226,305 | $5,275,672 | $263,501,977 |
| 21 | NBZ Investment Advisors, LLC | $685,844 | $264,735,776 | — | $264,735,776 |
| 22 | Southern Capital Advisors, LLC | $247,649 | $270,432,401 | — | $270,432,401 |
| 23 | Acumen Wealth Advisors, LLC | $1,569,151 | $237,396,740 | $38,773,793 | $276,170,533 |
| 24 | Guardian Wealth Management, Inc. | $1,240,172 | $288,732,703 | $227,346 | $288,960,049 |
| 25 | Tranquility Partners, LLC | $697,134 | $276,538,456 | $36,474,754 | $313,013,210 |
| 26 | Fielder Capital Group LLC | $1,254,179 | $323,184,499 | $2,902,117 | $326,086,616 |
| 27 | Silverleafe Capital Partners, LLC | $653,101 | $294,415,458 | $32,135,235 | $326,550,693 |
| 28 | Wealth Preservation Advisors, LLC | $286,570 | $323,690,650 | $15,608,385 | $339,299,035 |
| 29 | Decker Wealth Management, LLC | $652,694 | $353,864,422 | $7,727,810 | $361,592,232 |
| 30 | Century Wealth Management, LLC | $973,139 | $306,473,645 | $85,701,225 | $392,174,870 |
| 31 | The Patten Group, Inc. | $415,524 | $437,290,936 | $2,333,187 | $439,624,123 |
| 32 | Abound Wealth Management, LLC | $269,275 | $474,884,231 | $26,505,345 | $501,389,576 |
| 33 | AM Investment Strategies, LLC | $512,017 | $285,108,978 | $219,739,327 | $504,848,305 |
| 34 | Tillman Hartley LLC | $2,196,073 | $540,071,000 | $163,000 | $540,234,000 |
| 35 | Proffitt & Goodson Inc. | $857,129 | $548,346,708 | $15,643,987 | $563,990,695 |
| 36 | HHM Wealth Advisors, LLC | $304,932 | $616,877,741 | $32,627,438 | $649,505,179 |
| 37 | Summit Asset Management LLC | $482,560 | $594,350,245 | $79,786,359 | $674,136,604 |
| 38 | Private Wealth Management, Inc. | $1,247,873 | — | $741,236,598 | $741,236,598 |
| 39 | Covenant Partners, LLC | $1,297,471 | $683,334,488 | $75,686,073 | $759,020,561 |
| 40 | TBH Global Asset Management, LLC | $383,003 | $761,111,405 | $19,831,842 | $780,943,247 |
| 41 | Red Door Wealth Management, LLC | $596,465 | $606,950,590 | $217,364,425 | $824,315,015 |
| 42 | Green Square Capital Advisors, LLC | $1,065,299 | $768,770,204 | $144,190,835 | $912,961,039 |
| 43 | Mastrapasqua Asset Management, Inc. | $1,640,696 | $898,874,068 | $24,837,690 | $923,711,758 |
| 44 | Woodmont Investment Counsel, LLC | $1,083,243 | $872,069,487 | $86,600,146 | $958,669,633 |
| 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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
