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
1Jasper Ridge Partners$311,310,491$14,823,204,704$431,009,367$15,254,214,071
2Tolleson Private Wealth Management$1,573,824$4,738,755,871$177,869,829$4,916,625,700
3RGT Wealth Advisors$882,097$3,612,228,620$239,008,984$3,851,237,604
4South Texas Money Management, Ltd.$1,007,635$2,918,333,223$105,578,541$3,023,911,764
5Paul Comstock Partners$13,718,118$0$2,098,872,076$2,098,872,076
6Frontier Investment Management Co$698,952$1,852,222,443$0$1,852,222,443
7Patriot Wealth Management, Inc.$854,676$1,466,453,047$127,517,009$1,593,970,056
8Paratus Financial, Inc.$647,400$170,097,779$1,307,915,921$1,478,013,700
9Century Management$1,191,505$1,416,699,257$0$1,416,699,257
10Covenant Multi-Family Offices$1,214,214$1,393,917,176$0$1,393,917,176
11Chilton Capital Management$1,564,224$1,225,625,775$2,289,850$1,227,915,625
12True North Advisors$2,728,724$1,123,511,913$8,908,397$1,132,420,310
13SFMG Wealth Advisors$299,656$1,024,861,708$27,828,627$1,052,690,335
14Lee Financial Company$637,966$1,007,241,665$7,761,534$1,015,003,199
15Beaird Harris$476,302$865,790,798$57,759,051$923,549,849
16Howard Financial Services, Ltd.$579,401$540,394,419$340,875,061$881,269,480
17Durbin Bennett Private Wealth Management, LLC$907,933$845,583,756$20,584,280$866,168,036
18Corda Investment Management$352,292$817,878,000$47,000,000$864,878,000
19Tanglewood Total Wealth Management, Inc.$823,219$838,860,314$0$838,860,314
20Diesslin & Associates Inc$433,040$543,010,497$239,492,982$782,503,479
21Austin Asset$447,742$746,134,604$28,459,349$774,593,953
22The Financial Advisory Group, Inc.$438,164$771,168,901$0$771,168,901
23Galapagos Partners, L.P.$24,842,769$264,397,959$480,885,122$745,283,081
24Warwick Partners$1,108,227$0$733,646,000$733,646,000
25Adell Harriman & Carpenter$533,045$623,129,855$0$623,129,855
26McGowan Group Asset Management$331,665$593,411,663$14,199,198$607,610,861
27Financial Synergies$582,363$569,058,270$8,646,031$577,704,301
28Cypress Wealth Management$2,833,333$493,000,000$68,000,000$561,000,000
29Sequent Asset Management, LLC$1,267,137$328,608,477$230,198,919$558,807,396
30Venturi Wealth Management, LLC$1,128,439$506,680,446$18,043,687$524,724,133
31Briaud Financial Advisors$279,888$502,723,128$3,033,819$505,756,947
32Sather Financial Group, Inc.$518,183$441,465,032$39,927,366$481,392,398
33Sloan Wealth Management$1,834,548$475,905,236$1,077,277$476,982,513
34Kings Path Partners LLC$7,583,395$54,215,924$408,371,199$462,587,123
35Worthpointe$254,871$423,700,000$10,600,000$434,300,000
36Richard P. Slaughter Associates, Inc.$391,720$403,721,366$29,129,415$432,850,781
37Franklin, Parlapiano, Turner & Welch$866,671$409,260,046$11,941,886$421,201,932
38Whitley Penn Financial, LLP$224,082$357,291,586$38,213,322$395,504,908
39David M. Lee, P.C.$6,988,203$0$391,339,361$391,339,361
40FCA Corp$808,278$336,618,745$44,080,365$380,699,110
41Quattro Financial Advisors$20,666,667$372,000,000$0$372,000,000
42Insight Wealth Partners$801,319$364,100,000$500,000$364,600,000
43PartnersInWealth, Inc$662,190$207,391,258$156,151,056$363,542,314
44Goodman Financial Corporation$1,527,676$326,922,667$0$326,922,667
45KMH Wealth Management, LLC$350,542$304,742,000$15,653,000$320,395,000
46New Capital Management, LP$3,792,683$240,000,000$71,000,000$311,000,000
47Efficient Wealth Management, LLC$352,699$295,208,983$0$295,208,983
48Rhame & Gorrell Wealth Management$279,817$289,745,916$2,103,098$291,849,014
49Wealthstar Advisors, LLC$164,689$285,900,000$0$285,900,000
50Pin Oak Investment Advisors Inc$571,429$280,000,000$0$280,000,000
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Showing 1 to 50 of 111 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 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 5, 2017.