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
1Adell Harriman & Carpenter$533,045$623,129,855$0$623,129,855
2Austin Asset$447,742$746,134,604$28,459,349$774,593,953
3Barnett Financial, Inc.$335,712$136,867,284$5,474,681$142,341,965
4Beacon Financial Advisors Ltd$367,280$214,052,638$3,744,438$217,797,076
5Beaird Harris$476,302$865,790,798$57,759,051$923,549,849
6Beck Capital Management LLC$315,238$262,908,143$0$262,908,143
7Bell Wealth Management Inc.$1,018,514$143,640,000$7,100,000$150,740,000
8Bonner & Smith$166,267$128,025,764$0$128,025,764
9Briaud Financial Advisors$279,888$502,723,128$3,033,819$505,756,947
10Camden Wealth Advisors LLC$440,587$156,025,408$1,704,885$157,730,293
11Carter Asset Management, Inc.$528,086$255,065,681$0$255,065,681
12Century Management$1,191,505$1,416,699,257$0$1,416,699,257
13Chessman Wealth Strategies$134,305$164,104,837$14,924,156$179,028,993
14Chilton Capital Management$1,564,224$1,225,625,775$2,289,850$1,227,915,625
15Clear Rock Advisors, LLC$701,530$195,727,000$0$195,727,000
16Clintsman Financial Planning$272,759$252,029,475$0$252,029,475
17Concorde Investment Management$1,485,633$115,058,121$45,390,269$160,448,390
18Covenant$1,214,214$1,393,917,176$0$1,393,917,176
19Cultivar Capital, Inc.$243,068$146,083,582$0$146,083,582
20Cypress Point Wealth Management$2,865,672$508,000,000$68,000,000$576,000,000
21Daniels & Erickson Financial Advisors, LLC$839,169$92,861,339$35,531,582$128,392,921
22David M. Lee, P.C.$6,988,203$0$391,339,361$391,339,361
23Diesslin Group, Inc.$433,040$543,010,497$239,492,982$782,503,479
24Durbin Bennett Private Wealth Management, LLC$907,933$845,583,756$20,584,280$866,168,036
25Early McClintic & McMillan, LLP$392,160$191,723,840$142,396,827$334,120,667
26Eggerss Capital Management$300,002$105,300,868$0$105,300,868
27Equistar Wealth Management LLC$671,348$107,415,641$0$107,415,641
28Eubank, Hutson & Associates, LLC$210,932$103,154,486$4,842,894$107,997,380
29FCA Corp$808,278$336,618,745$44,080,365$380,699,110
30Financial Life Advisors$279,585$92,844,782$19,268,792$112,113,574
31Financial Synergies$582,363$569,058,270$8,646,031$577,704,301
32Focus Wealth Advisors$1,111,111$115,000,000$15,000,000$130,000,000
33Fortiter Wealth Management$1,068,606$169,696,421$4,486,283$174,182,704
34Fortune Wealth Management, LLC$1,117,188$212,052,905$2,447,095$214,500,000
35Franklin, Parlapiano, Turner & Welch$866,671$409,260,046$11,941,886$421,201,932
36Frontier Investment Management Co$698,952$1,852,222,443$0$1,852,222,443
37Fuller Wealth Management, LLC$533,333$160,000,000$0$160,000,000
38Galapagos Partners, L.P.$24,842,769$264,397,959$480,885,122$745,283,081
39Game Plan Advisors, Inc.$141,991$107,203,063$0$107,203,063
40Garner Asset Management Corporation$656,979$216,800,000$660,000$217,460,000
41Goodman Financial Corporation$1,527,676$326,922,667$0$326,922,667
42Grunden Financial Advisory, Inc.$237,546$154,404,930$0$154,404,930
43Halbert Wealth Management, Inc$174,413$11,929,901$108,240,905$120,170,806
44Haven Wealth Group$360,563$151,436,486$0$151,436,486
45Heritage Financial Planning$325,123$157,684,581$0$157,684,581
46Heritage Wealth Management$301,613$125,169,434$0$125,169,434
47HFG Wealth Management$291,317$255,193,287$0$255,193,287
48Horizon Advisors$410,770$186,588,325$22,082,690$208,671,015
49Howard Financial Services, Ltd.$617,357$593,000,000$346,000,000$939,000,000
50Insight Wealth Partners$801,319$364,100,000$500,000$364,600,000
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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.