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
2Game Plan Advisors, Inc.$141,991$107,203,063$0$107,203,063
3Wealthstar Advisors, LLC$164,689$285,900,000$0$285,900,000
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
7Eubank, Hutson & Associates, LLC$210,932$103,154,486$4,842,894$107,997,380
8Whitley Penn Financial, LLP$224,082$357,291,586$38,213,322$395,504,908
9Pauley Financial$233,118$5,525,546$124,321,268$129,846,814
10Trinity Portfolio Advisors$235,687$163,375,002$40,494,203$203,869,205
11Grunden Financial Advisory, Inc.$237,546$154,404,930$0$154,404,930
12Cultivar Capital, Inc.$243,068$146,083,582$0$146,083,582
14J.E. Simmons & Co., P.C.$264,961$132,745,529$0$132,745,529
15Paragon Financial Advisors$266,355$144,716,000$713,565$145,429,565
16Krueger & Catalano Capital Partners, LLC$270,399$196,742,458$9,301,433$206,043,891
17Clintsman Financial Planning$272,759$252,029,475$0$252,029,475
18Rhame & Gorrell Wealth Management$279,817$289,745,916$2,103,098$291,849,014
19Briaud Financial Advisors$279,888$502,723,128$3,033,819$505,756,947
20Waterway Wealth Management$283,579$238,489,947$0$238,489,947
21Snider Advisors$289,525$66,557,060$48,674,007$115,231,067
22HFG Wealth Management$290,768$185,219,532$0$185,219,532
23SFMG Wealth Advisors$299,656$1,024,861,708$27,828,627$1,052,690,335
24Eggerss Capital Management$300,002$105,300,868$0$105,300,868
25Heritage Wealth Management$301,613$125,169,434$0$125,169,434
26Beck Capital Management LLC$315,238$262,908,143$0$262,908,143
27Silicon Hills Wealth Management$317,336$174,535,000$0$174,535,000
28TL Private Wealth$324,483$100,003,890$9,995,734$109,999,624
29Heritage Financial Planning$325,123$157,684,581$0$157,684,581
30McGowan Group Asset Management$331,665$593,411,663$14,199,198$607,610,861
31Barnett Financial, Inc.$335,712$136,867,284$5,474,681$142,341,965
32QuadCap Wealth Management$340,305$208,365,070$6,707,488$215,072,558
33KMH Wealth Management, LLC$350,542$304,742,000$15,653,000$320,395,000
34Steward Wealth Management$351,352$229,784,114$0$229,784,114
35Corda Investment Management$352,292$817,878,000$47,000,000$864,878,000
36Efficient Wealth Management, LLC$352,699$295,208,983$0$295,208,983
37Semita Asset Management$357,143$100,000,000$0$100,000,000
38Haven Wealth Group$360,563$151,436,486$0$151,436,486
39Beacon Financial Advisors Ltd$367,280$214,052,638$3,744,438$217,797,076
40Meridian Wealth Advisors, LLC$384,393$110,100,000$22,900,000$133,000,000
41Richard P. Slaughter Associates, Inc.$391,720$403,721,366$29,129,415$432,850,781
42M.C. Byrd Wealth Management, LLC$393,952$152,993,427$51,073,674$204,067,101
43Lauterbach Financial Advisors, LLC$406,647$272,738,363$4,188,250$276,926,613
44WJ Interests, LLC$407,161$273,612,000$0$273,612,000
45Horizon Advisors$410,770$186,588,325$22,082,690$208,671,015
46Diesslin & Associates Inc$433,040$543,010,497$239,492,982$782,503,479
47Stegent Equity Advisors Inc.$435,613$151,100,000$1,800,000$152,900,000
48The Financial Advisory Group, Inc.$438,164$771,168,901$0$771,168,901
49Camden Wealth Advisors LLC$440,587$156,025,408$1,704,885$157,730,293
50Lifeway Financial Corporation$444,651$160,519,035$0$160,519,035
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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.