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$237,095$311,910,280$22,156,334$334,066,614
2Acumen Wealth Advisors, Llc$1,477,716$194,030,636$37,970,782$232,001,418
3Acumen Wealth Advisors, Llc$1,477,716$194,030,636$37,970,782$232,001,418
4Campbell Rooks Wealth Management, L.L.C.$299,278$120,495,869$11,485,806$131,981,675
5Capwealth Advisors, Llc$1,732,110$1,150,356,739$20,549,812$1,170,906,551
6Century Wealth Management, Llc$911,540$260,054,713$98,180,672$358,235,385
7Covenant Partners, Llc$1,179,413$632,418,334$61,076,357$693,494,691
8Ctm Financial, Llc$391,563$163,236,849$7,876,120$171,112,969
9Davis, Davis And Conover Wealth Management, Llc$270,077$126,737,245$198,922$126,936,167
10Decker Wealth Management, Llc$561,414$294,157,827$6,760,330$300,918,157
11Financial Partners Group, Llc$507,734$480,824,237$480,824,237
12Frazee Investment Consulting, Inc.$587,829$141,078,987$141,078,987
13Griffin Family Partners, Llc$1,368,014$126,335,673$46,034,064$172,369,737
14Guardian Wealth Management, Inc.$1,142,025$267,657,395$718,537$268,375,932
15Hms Investment Advisors$697,171$211,000,513$9,305,653$220,306,166
16Leconte Wealth Management, Llc$382,257$176,220,488$176,220,488
17Legacy Wealth Management Inc$429,132$1,400,870,744$86,930,910$1,487,801,654
18M Capital Advisors$1,259,306$703,974,812$3,755,141$707,729,953
19Private Wealth Management, Inc.$1,152,761$623,643,433$623,643,433
20Proffitt & Goodson Inc.$536,762$462,750,010$8,526,587$471,276,597
21Quinn Stauffer Financial, Llc$145,738$211,028,427$211,028,427
22Resource Advisory Services, Inc.$259,058$110,277,234$11,998,204$122,275,438
23Silverleafe Capital Partners, Llc$640,110$266,773,116$21,276,277$288,049,393
24Southern Capital Advisors, Llc$238,461$221,053,084$221,053,084
25Stonebridge Wealth Management$2,832,453$722,275,595$722,275,595
26Summit Asset Management Llc$449,716$540,089,238$72,423,621$612,512,859
27Tbh Global Asset Management, Llc$311,328$597,279,276$14,791,158$612,070,434
28Telarray, Llc$1,517,238$913,377,343$913,377,343
29The Nalls Sherbakoff Group, Llc$236,677$211,588,928$211,588,928
30The Patten Group, Inc.$397,590$403,143,904$2,397,679$405,541,583
31Tillman Hartley Llc$2,074,245$483,176,000$123,000$483,299,000
32Tranquility Partners, Llc$661,635$204,342,268$8,704,303$213,046,571
33Wealth Preservation Advisors, Llc$269,011$278,810,383$12,259,808$291,070,191
34Woodmont Investment Counsel, Llc$1,039,033$814,220,407$27,396,007$841,616,414

Showing 1 to 34 of 34 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 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.