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

Showing 1 to 48 of 48 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 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.