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

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.