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

Showing 1 to 48 of 48 entries

Page 1

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.