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
1LD Lowe Wealth Advisory$132,384$116,630,059$0$116,630,059
2Chessman Wealth Strategies$134,305$164,104,837$14,924,156$179,028,993
3Game Plan Advisors, Inc.$141,991$107,203,063$0$107,203,063
4Bonner & Smith$166,267$128,025,764$0$128,025,764
5The Personal Wealth Coach$166,852$119,582,215$6,724,609$126,306,824
6Halbert Wealth Management, Inc$174,413$11,929,901$108,240,905$120,170,806
7Wealthstar Advisors, LLC$184,974$349,600,000$0$349,600,000
8Eubank, Hutson & Associates, LLC$210,932$103,154,486$4,842,894$107,997,380
9Whitley Penn Financial, LLP$224,082$357,291,586$38,213,322$395,504,908
10Pauley Financial$233,118$5,525,546$124,321,268$129,846,814
11Trinity Portfolio Advisors$235,687$163,375,002$40,494,203$203,869,205
12Grunden Financial Advisory, Inc.$237,546$154,404,930$0$154,404,930
13Cultivar Capital, Inc.$243,068$146,083,582$0$146,083,582
15J.E. Simmons & Co., P.C.$264,961$132,745,529$0$132,745,529
16Paragon Financial Advisors$266,355$144,716,000$713,565$145,429,565
17Stone Asset Management, Inc.$269,823$136,530,558$0$136,530,558
18Krueger & Catalano Capital Partners, LLC$270,399$196,742,458$9,301,433$206,043,891
19Clintsman Financial Planning$272,759$252,029,475$0$252,029,475
20Financial Life Advisors$279,585$92,844,782$19,268,792$112,113,574
21Rhame & Gorrell Wealth Management$279,817$289,745,916$2,103,098$291,849,014
22Briaud Financial Advisors$279,888$502,723,128$3,033,819$505,756,947
23Waterway Wealth Management$283,579$238,489,947$0$238,489,947
24Snider Advisors$289,525$66,557,060$48,674,007$115,231,067
25HFG Wealth Management$291,317$255,193,287$0$255,193,287
26SFMG Wealth Advisors$299,656$1,024,861,708$27,828,627$1,052,690,335
27Eggerss Capital Management$300,002$105,300,868$0$105,300,868
28Heritage Wealth Management$301,613$125,169,434$0$125,169,434
29Trinity Legacy Partners, LLC$303,045$117,581,588$0$117,581,588
30Beck Capital Management LLC$315,238$262,908,143$0$262,908,143
31Silicon Hills Wealth Management$317,336$174,535,000$0$174,535,000
32Heritage Financial Planning$325,123$157,684,581$0$157,684,581
33McGowan Group Asset Management$331,665$593,411,663$14,199,198$607,610,861
34Barnett Financial, Inc.$335,712$136,867,284$5,474,681$142,341,965
35QuadCap Wealth Management$340,305$208,365,070$6,707,488$215,072,558
36KMH Wealth Management, LLC$350,542$304,742,000$15,653,000$320,395,000
37Steward Wealth Management$351,352$229,784,114$0$229,784,114
38Semita Asset Management$357,143$100,000,000$0$100,000,000
39Haven Wealth Group$360,563$151,436,486$0$151,436,486
40Beacon Financial Advisors Ltd$367,280$214,052,638$3,744,438$217,797,076
41TL Private Wealth$378,266$116,104,276$15,154,195$131,258,471
42Meridian Wealth Advisors, LLC$384,393$110,100,000$22,900,000$133,000,000
43Richard P. Slaughter Associates, Inc.$391,720$403,721,366$29,129,415$432,850,781
44Early McClintic & McMillan, LLP$392,160$191,723,840$142,396,827$334,120,667
45M.C. Byrd Wealth Management, LLC$393,952$152,993,427$51,073,674$204,067,101
46Lauterbach Financial Advisors, LLC$406,647$272,738,363$4,188,250$276,926,613
47WJ Interests, LLC$407,161$273,612,000$0$273,612,000
48Horizon Advisors$410,770$186,588,325$22,082,690$208,671,015
49The Watchman Group, Inc.$429,844$187,411,988$0$187,411,988
50Diesslin Group, Inc.$433,040$543,010,497$239,492,982$782,503,479
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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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