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

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 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.