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$448,164,428$17,715,432,511$659,309,016$18,374,741,527
2Tolleson Private Wealth Management$1,639,314$5,411,003,659$193,811,430$5,604,815,089
3RGT Wealth Advisors$1,036,783$3,581,680,622$445,182,876$4,026,863,498
4South Texas Money Management, Ltd.$1,067,932$3,284,578,862$31,348,563$3,315,927,425
5Frontier Investment Management Co$736,059$2,323,737,914$0$2,323,737,914
6Paul Comstock Partners$16,387,529$3,375,400$2,225,328,477$2,228,703,877
7Patriot Wealth Management, Inc.$970,344$1,731,953,817$132,077,514$1,864,031,331
8TCG Advisors, Lp$1,515,491$1,534,353,977$231,192,740$1,765,546,717
10Paratus Financial, Inc.$567,158$185,704,159$1,292,309,541$1,478,013,700
11Chilton Capital Management$832,617$1,320,014,331$2,181,429$1,322,195,760
12Century Management Financial Advisors$1,267,205$1,316,625,846$0$1,316,625,846
13SFMG Wealth Advisors$381,772$1,198,737,022$34,386,968$1,233,123,990
14True North Advisors$447,211$1,145,676,378$63,583,474$1,209,259,852
15Lee Financial Company$691,869$1,082,238,191$10,914,907$1,093,153,098
16Corda Investment Management, LLC$835,200$1,008,000,000$36,000,000$1,044,000,000
17Durbin Bennett Private Wealth Management, LLC$1,014,475$996,435,834$44,415,436$1,040,851,270
18Beaird Harris$483,340$971,215,744$56,847,727$1,028,063,471
19Tanglewood Total Wealth Management, Inc.$857,041$898,179,150$0$898,179,150
20The Financial Advisory Group, Inc.$504,199$856,633,877$0$856,633,877
21Austin Asset$473,614$829,257,417$26,562,441$855,819,858
22Adell Harriman & Carpenter$643,213$726,187,360$0$726,187,360
23McGowan Group Asset Management$361,438$678,375,021$19,562,306$697,937,327
24Financial Synergies$498,710$687,489,642$8,211,180$695,700,822
25Howard Financial Services, Ltd.$500,045$614,801,541$50,758,425$665,559,966
26Galapagos Partners, L.P.$24,078,420$258,358,150$391,759,182$650,117,332
27FMP Wealth Advisers$307,948$558,497,000$49,084,000$607,581,000
28Sather Financial Group, Inc.$593,777$561,098,748$27,928,393$589,027,141
29Sloan Investment Management$1,000,069$584,985,282$2,055,314$587,040,596
30Diesslin Group, Inc.$473,981$585,366,950$0$585,366,950
31Sequent Asset Management, LLC$1,468,852$331,328,089$248,868,293$580,196,382
32Cypress Point Wealth Management$3,121,058$539,446,382$31,707,141$571,153,523
33Kings Path Partners LLC$6,474,655$102,606,078$441,264,939$543,871,017
34Whitley Penn Financial, LLP$259,921$477,724,211$53,553,826$531,278,037
35Briaud Financial Advisors$290,896$525,487,932$2,779,104$528,267,036
36Optima Asset Management Inc$2,435,562$0$513,903,616$513,903,616
37Richard P. Slaughter Associates, Inc.$411,874$467,069,561$26,355,985$493,425,546
38Franklin, Parlapiano, Turner & Welch$1,330,231$470,103,521$2,128,598$472,232,119
39Insight Wealth Partners$917,647$342,600,000$94,200,000$436,800,000
40FCA Corp$880,009$366,967,466$45,756,852$412,724,318
41David M. Lee, P.C.$1,692,817$0$404,583,157$404,583,157
42T.O.S. Advisors$8,523,097$400,585,547$0$400,585,547
43Goodman Financial Corporation$1,717,955$391,693,791$0$391,693,791
44PartnersInWealth, Inc$590,430$223,781,684$165,901,942$389,683,626
45KMH Wealth Management, LLC$423,146$369,863,140$15,622,746$385,485,886
46Pin Oak Investment Advisors Inc$586,135$383,332,414$0$383,332,414
47Efficient Wealth Management, LLC$405,042$373,853,809$0$373,853,809
48Meridian Wealth Advisors, LLC$520,096$346,990,000$26,439,000$373,429,000
49Wealthstar Advisors, LLC$190,675$370,100,000$0$370,100,000
50Lauterbach Financial Advisors, LLC$465,644$349,802,575$3,621,462$353,424,037
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Showing 1 to 50 of 124 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. 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) not one who is an insurance company or agency.

Database last updated on June 11, 2018.


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