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
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
7Wealthstar Advisors, LLC$184,974$349,600,000$0$349,600,000
8Pin Oak Investment Advisors Inc$572,139$345,000,000$0$345,000,000
9Goodman Financial Corporation$1,527,676$326,922,667$0$326,922,667
10WJ Interests, LLC$407,161$273,612,000$0$273,612,000
11Beck Capital Management LLC$315,238$262,908,143$0$262,908,143
12HFG Wealth Management$291,317$255,193,287$0$255,193,287
13Carter Asset Management, Inc.$528,086$255,065,681$0$255,065,681
14Clintsman Financial Planning$272,759$252,029,475$0$252,029,475
15Waterway Wealth Management$283,579$238,489,947$0$238,489,947
16Steward Wealth Management$351,352$229,784,114$0$229,784,114
17T.O.S. Advisors$4,657,289$209,578,000$0$209,578,000
18Relevance Capital Management$861,515$208,486,509$0$208,486,509
19Clear Rock Advisors, LLC$701,530$195,727,000$0$195,727,000
20The Watchman Group, Inc.$429,844$187,411,988$0$187,411,988
21Silicon Hills Wealth Management$317,336$174,535,000$0$174,535,000
22Lifeway Financial Corporation$444,651$160,519,035$0$160,519,035
23Fuller Wealth Management, LLC$533,333$160,000,000$0$160,000,000
24Heritage Financial Planning$325,123$157,684,581$0$157,684,581
25Snowcap Capital Management$9,215,025$156,655,421$0$156,655,421
26Grunden Financial Advisory, Inc.$237,546$154,404,930$0$154,404,930
27Parker Financial Advisors$588,437$154,170,486$0$154,170,486
29Haven Wealth Group$360,563$151,436,486$0$151,436,486
30Cultivar Capital, Inc.$243,068$146,083,582$0$146,083,582
31Stone Asset Management, Inc.$269,823$136,530,558$0$136,530,558
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
36Trinity Legacy Partners, LLC$303,045$117,581,588$0$117,581,588
37LD Lowe Wealth Advisory$132,384$116,630,059$0$116,630,059
38Equistar Wealth Management LLC$671,348$107,415,641$0$107,415,641
39Game Plan Advisors, Inc.$141,991$107,203,063$0$107,203,063
40Eggerss Capital Management$300,002$105,300,868$0$105,300,868
41Parkstone Wealth Management, LLC$1,130,997$105,182,680$0$105,182,680
42Semita Asset Management$357,143$100,000,000$0$100,000,000
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$1,948,283$505,476,225$1,077,277$506,553,502
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 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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