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$13,857,380$0$2,147,893,910$2,147,893,910
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
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
15Howard Financial Services, Ltd.$617,357$593,000,000$346,000,000$939,000,000
16Beaird Harris$476,302$865,790,798$57,759,051$923,549,849
17Durbin Bennett Private Wealth Management, LLC$907,933$845,583,756$20,584,280$866,168,036
18Tanglewood Total Wealth Management, Inc.$823,219$838,860,314$0$838,860,314
19Diesslin Group, Inc.$433,040$543,010,497$239,492,982$782,503,479
20Austin Asset$447,742$746,134,604$28,459,349$774,593,953
21The Financial Advisory Group, Inc.$438,164$771,168,901$0$771,168,901
22Galapagos Partners, L.P.$24,842,769$264,397,959$480,885,122$745,283,081
23Warwick Partners$1,108,227$0$733,646,000$733,646,000
24Venturi Wealth Management, LLC$1,115,846$621,285,000$10,284,000$631,569,000
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 Point Wealth Management$2,865,672$508,000,000$68,000,000$576,000,000
29Sequent Asset Management, LLC$1,267,137$328,608,477$230,198,919$558,807,396
30Sloan Wealth Management$1,948,283$505,476,225$1,077,277$506,553,502
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
33Kings Path Partners LLC$7,583,395$54,215,924$408,371,199$462,587,123
35Richard P. Slaughter Associates, Inc.$391,720$403,721,366$29,129,415$432,850,781
36Franklin, Parlapiano, Turner & Welch$866,671$409,260,046$11,941,886$421,201,932
37Whitley Penn Financial, LLP$224,082$357,291,586$38,213,322$395,504,908
38David M. Lee, P.C.$6,988,203$0$391,339,361$391,339,361
39FCA Corp$808,278$336,618,745$44,080,365$380,699,110
40Insight Wealth Partners$801,319$364,100,000$500,000$364,600,000
41PartnersInWealth, Inc$662,190$207,391,258$156,151,056$363,542,314
42Wealthstar Advisors, LLC$184,974$349,600,000$0$349,600,000
43Pin Oak Investment Advisors Inc$572,139$345,000,000$0$345,000,000
44Early McClintic & McMillan, LLP$392,160$191,723,840$142,396,827$334,120,667
45Goodman Financial Corporation$1,527,676$326,922,667$0$326,922,667
46KMH Wealth Management, LLC$350,542$304,742,000$15,653,000$320,395,000
47New Capital Management, LP$3,792,683$240,000,000$71,000,000$311,000,000
48Rhame & Gorrell Wealth Management$279,817$289,745,916$2,103,098$291,849,014
49Lauterbach Financial Advisors, LLC$406,647$272,738,363$4,188,250$276,926,613
50LBJ Family Wealth Advisors, Ltd.$3,942,371$271,066,000$4,900,000$275,966,000
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Showing 1 to 50 of 114 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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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 December 11, 2017.


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