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
1Act Wealth Management$612,288$184,910,863$0$184,910,863
2Adell Harriman & Carpenter$401,894$583,147,682$0$583,147,682
3Austin Asset$334,680$633,549,219$0$633,549,219
4Barnett Financial, Inc.$312,186$123,746,807$4,873,707$128,620,514
5Beacon Financial Advisors Ltd$350,412$206,386,155$3,160,036$209,546,191
6Beaird Harris$464,601$742,968,018$44,066,649$787,034,667
7Beck Capital Management$306,712$253,650,746$0$253,650,746
8Bell Wealth Management Inc.$1,000,746$128,000,000$6,100,000$134,100,000
9Bonner & Smith$161,482$123,533,797$0$123,533,797
10Brainard Capital Management LLC$1,498,469$347,644,782$0$347,644,782
11Briaud Financial Advisors$277,298$488,250,051$2,845,064$491,095,115
12Cain, Watters & Associates, PLLC$243,312$1,360,116,221$0$1,360,116,221
13Camden Wealth Advisors LLC$431,251$144,877,875$2,609,956$147,487,831
14Carter Asset Management, Inc.$492,053$228,804,678$0$228,804,678
15Century Management$771,744$1,025,647,624$0$1,025,647,624
16Chilton Capital Management$856,781$1,229,864,931$3,899,791$1,233,764,722
17Clear Rock Advisors, LLC$1,064,066$131,944,128$0$131,944,128
18Clintsman Financial Planning$248,369$225,055,649$214,935$225,270,584
19Concorde Investment Management$1,403,572$98,199,501$49,175,601$147,375,102
20Corda Investment Management$341,440$691,000,000$11,000,000$702,000,000
21Covenant Multi-Family Offices$1,272,682$1,351,587,958$0$1,351,587,958
22Cultivar Capital, Inc.$230,517$128,397,709$0$128,397,709
23Cypress Wealth Management$2,350,000$400,000,000$117,000,000$517,000,000
24David M. Lee, P.C.$6,810,748$0$395,023,394$395,023,394
25Diesslin & Associates Inc$406,353$530,000,000$212,000,000$742,000,000
26Durbin Bennett Peterson Private Wealth Management$899,897$854,000,000$18,000,000$872,000,000
27Efficient Wealth Management, LLC$269,052$200,712,995$0$200,712,995
28Equistar Wealth Management LLC$652,147$106,952,187$0$106,952,187
29Eubank, Hutson & Associates, LLC$214,248$105,409,295$4,500,000$109,909,295
30FCA Corp$706,075$314,187,740$57,914,028$372,101,768
31Focus Wealth Advisors$416,162$110,178,147$14,670,495$124,848,642
32Fortiter Wealth Management$654,048$120,756,161$242,696$120,998,857
33Franklin, Parlapiano, Turner & Welch$872,992$379,330,408$11,769,849$391,100,257
34Galapagos Partners, L.P.$23,766,923$194,235,105$518,772,582$713,007,687
35Game Plan Advisors, Inc.$119,210$100,006,802$10,680$100,017,482
36Garner Asset Management Corporation$593,080$170,800,000$600,000$171,400,000
37Goodman Financial Corporation$1,429,613$310,225,920$0$310,225,920
38Grunden Financial Advisory, Inc.$231,649$143,854,015$0$143,854,015
39Halbert Wealth Management, Inc$145,827$5,600,000$97,500,000$103,100,000
40Haven Wealth Group$401,055$152,000,000$0$152,000,000
41Havenshare Financial$78,800,000$0$157,600,000$157,600,000
42Heritage Financial Planning$264,976$130,368,179$0$130,368,179
43Heritage Wealth Management$318,465$113,054,954$0$113,054,954
44HFG Wealth Management$226,457$140,630,078$0$140,630,078
45Horizon Advisors$415,518$179,454,308$19,578,689$199,032,997
46Howard Financial Services, Ltd.$569,046$460,737,220$330,236,295$790,973,515
47Insight Wealth Partners$740,179$331,200,000$400,000$331,600,000
48J.E. Simmons & Co., P.C.$242,347$117,780,868$0$117,780,868
49Jasper Ridge Partners$4,855,152$13,317,681,425$0$13,317,681,425
50Kings Path Partners LLC$24,704,666$345,865,317$0$345,865,317
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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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2016. 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) not one who is an insurance company or agency.

Database last updated on December 5, 2016.