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
13Chilton Capital Management$1,564,224$1,225,625,775$2,289,850$1,227,915,625
14Clear Rock Advisors, LLC$701,530$195,727,000$0$195,727,000
15Clintsman Financial Planning$272,759$252,029,475$0$252,029,475
16Concorde Investment Management$1,485,633$115,058,121$45,390,269$160,448,390
17Corda Investment Management$352,292$817,878,000$47,000,000$864,878,000
18Covenant Multi-Family Offices$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 Wealth Management$2,833,333$493,000,000$68,000,000$561,000,000
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 & Associates 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
25Efficient Wealth Management, LLC$352,699$295,208,983$0$295,208,983
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 Synergies$582,363$569,058,270$8,646,031$577,704,301
31Focus Wealth Advisors$1,111,111$115,000,000$15,000,000$130,000,000
32Fortiter Wealth Management$1,068,606$169,696,421$4,486,283$174,182,704
33Franklin, Parlapiano, Turner & Welch$866,671$409,260,046$11,941,886$421,201,932
34Frontier Investment Management Co$698,952$1,852,222,443$0$1,852,222,443
35Galapagos Partners, L.P.$24,842,769$264,397,959$480,885,122$745,283,081
36Game Plan Advisors, Inc.$141,991$107,203,063$0$107,203,063
37Garner Asset Management Corporation$656,979$216,800,000$660,000$217,460,000
38Goodman Financial Corporation$1,527,676$326,922,667$0$326,922,667
39Grunden Financial Advisory, Inc.$237,546$154,404,930$0$154,404,930
40Halbert Wealth Management, Inc$174,413$11,929,901$108,240,905$120,170,806
41Haven Wealth Group$360,563$151,436,486$0$151,436,486
42Heritage Financial Planning$325,123$157,684,581$0$157,684,581
43Heritage Wealth Management$301,613$125,169,434$0$125,169,434
44HFG Wealth Management$290,768$185,219,532$0$185,219,532
45Horizon Advisors$410,770$186,588,325$22,082,690$208,671,015
46Howard Financial Services, Ltd.$579,401$540,394,419$340,875,061$881,269,480
47Insight Wealth Partners$801,319$364,100,000$500,000$364,600,000
48J.E. Simmons & Co., P.C.$264,961$132,745,529$0$132,745,529
49Jasper Ridge Partners$311,310,491$14,823,204,704$431,009,367$15,254,214,071
50Kings Path Partners LLC$7,583,395$54,215,924$408,371,199$462,587,123
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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.