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

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.