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