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
1Frontier Investment Management Co$698,952$1,852,222,443$0$1,852,222,443
2Century Management$1,191,505$1,416,699,257$0$1,416,699,257
3Covenant Multi-Family Offices$1,214,214$1,393,917,176$0$1,393,917,176
4Tanglewood Total Wealth Management, Inc.$823,219$838,860,314$0$838,860,314
5The Financial Advisory Group, Inc.$438,164$771,168,901$0$771,168,901
6Adell Harriman & Carpenter$533,045$623,129,855$0$623,129,855
7Quattro Financial Advisors$20,666,667$372,000,000$0$372,000,000
8Goodman Financial Corporation$1,527,676$326,922,667$0$326,922,667
9Efficient Wealth Management, LLC$352,699$295,208,983$0$295,208,983
10Wealthstar Advisors, LLC$164,689$285,900,000$0$285,900,000
11Pin Oak Investment Advisors Inc$571,429$280,000,000$0$280,000,000
12WJ Interests, LLC$407,161$273,612,000$0$273,612,000
13Beck Capital Management LLC$315,238$262,908,143$0$262,908,143
14Carter Asset Management, Inc.$528,086$255,065,681$0$255,065,681
15Clintsman Financial Planning$272,759$252,029,475$0$252,029,475
16Waterway Wealth Management$283,579$238,489,947$0$238,489,947
17Steward Wealth Management$351,352$229,784,114$0$229,784,114
18T.O.S. Advisors$4,657,289$209,578,000$0$209,578,000
19Relevance Capital Management$861,515$208,486,509$0$208,486,509
20Clear Rock Advisors, LLC$701,530$195,727,000$0$195,727,000
21The Watchman Group, Inc.$1,201,359$187,411,988$0$187,411,988
22HFG Wealth Management$290,768$185,219,532$0$185,219,532
23Silicon Hills Wealth Management$317,336$174,535,000$0$174,535,000
24Lifeway Financial Corporation$444,651$160,519,035$0$160,519,035
25Heritage Financial Planning$325,123$157,684,581$0$157,684,581
26Snowcap Capital Management$9,215,025$156,655,421$0$156,655,421
27Grunden Financial Advisory, Inc.$237,546$154,404,930$0$154,404,930
28Parker Financial Advisors$588,437$154,170,486$0$154,170,486
30Haven Wealth Group$360,563$151,436,486$0$151,436,486
31Cultivar Capital, Inc.$243,068$146,083,582$0$146,083,582
32J.E. Simmons & Co., P.C.$264,961$132,745,529$0$132,745,529
33Bonner & Smith$166,267$128,025,764$0$128,025,764
34Heritage Wealth Management$301,613$125,169,434$0$125,169,434
35Riverstone Advisors, LLC$753,221$124,281,537$0$124,281,537
36LD Lowe Wealth Advisory$132,384$116,630,059$0$116,630,059
37Equistar Wealth Management LLC$671,348$107,415,641$0$107,415,641
38Game Plan Advisors, Inc.$141,991$107,203,063$0$107,203,063
39Eggerss Capital Management$300,002$105,300,868$0$105,300,868
40Parkstone Wealth Management, LLC$1,130,997$105,182,680$0$105,182,680
41Semita Asset Management$357,143$100,000,000$0$100,000,000
42RMG Capital Advisors$773,334$110,542,645$44,171$110,586,816
43Insight Wealth Partners$801,319$364,100,000$500,000$364,600,000
44Garner Asset Management Corporation$656,979$216,800,000$660,000$217,460,000
45Paragon Financial Advisors$266,355$144,716,000$713,565$145,429,565
46Sloan Wealth Management$1,834,548$475,905,236$1,077,277$476,982,513
47Camden Wealth Advisors LLC$440,587$156,025,408$1,704,885$157,730,293
48Stegent Equity Advisors Inc.$435,613$151,100,000$1,800,000$152,900,000
49Rhame & Gorrell Wealth Management$279,817$289,745,916$2,103,098$291,849,014
50Chilton Capital Management$1,564,224$1,225,625,775$2,289,850$1,227,915,625
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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.