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
51Lauterbach Financial Advisors, LLC$406,647$272,738,363$4,188,250$276,926,613
52LBJ Family Wealth Advisors, Ltd.$3,942,371$271,066,000$4,900,000$275,966,000
53WJ Interests, LLC$407,161$273,612,000$0$273,612,000
54Beck Capital Management LLC$315,238$262,908,143$0$262,908,143
55Monticello Wealth Management, LLC$997,636$0$256,392,468$256,392,468
56Carter Asset Management, Inc.$528,086$255,065,681$0$255,065,681
57Clintsman Financial Planning$272,759$252,029,475$0$252,029,475
58Waterway Wealth Management$283,579$238,489,947$0$238,489,947
59Steward Wealth Management$351,352$229,784,114$0$229,784,114
60The Goff Financial Group$518,116$213,937,293$12,997,648$226,934,941
61Beacon Financial Advisors Ltd$367,280$214,052,638$3,744,438$217,797,076
62Garner Asset Management Corporation$656,979$216,800,000$660,000$217,460,000
63QuadCap Wealth Management$340,305$208,365,070$6,707,488$215,072,558
64T.O.S. Advisors$4,657,289$209,578,000$0$209,578,000
65Horizon Advisors$410,770$186,588,325$22,082,690$208,671,015
66Relevance Capital Management$861,515$208,486,509$0$208,486,509
67Krueger & Catalano Capital Partners, LLC$270,399$196,742,458$9,301,433$206,043,891
68M.C. Byrd Wealth Management, LLC$393,952$152,993,427$51,073,674$204,067,101
69Trinity Portfolio Advisors$235,687$163,375,002$40,494,203$203,869,205
70Clear Rock Advisors, LLC$701,530$195,727,000$0$195,727,000
71The Watchman Group, Inc.$1,201,359$187,411,988$0$187,411,988
72HFG Wealth Management$290,768$185,219,532$0$185,219,532
73Silicon Hills Wealth Management$317,336$174,535,000$0$174,535,000
74Fortiter Wealth Management$1,068,606$169,696,421$4,486,283$174,182,704
75Lifeway Financial Corporation$444,651$160,519,035$0$160,519,035
76Concorde Investment Management$1,485,633$115,058,121$45,390,269$160,448,390
77Mosaic Advisors LLC$909,304$93,330,681$65,797,476$159,128,157
78Camden Wealth Advisors LLC$440,587$156,025,408$1,704,885$157,730,293
79Heritage Financial Planning$325,123$157,684,581$0$157,684,581
80Snowcap Capital Management$9,215,025$156,655,421$0$156,655,421
81Grunden Financial Advisory, Inc.$237,546$154,404,930$0$154,404,930
82Parker Financial Advisors$588,437$154,170,486$0$154,170,486
83Simplyrich$819,745$154,112,051$0$154,112,051
84Stegent Equity Advisors Inc.$435,613$151,100,000$1,800,000$152,900,000
85Haven Wealth Group$360,563$151,436,486$0$151,436,486
86Bell Wealth Management Inc.$1,018,514$143,640,000$7,100,000$150,740,000
87Cultivar Capital, Inc.$243,068$146,083,582$0$146,083,582
88Paragon Financial Advisors$266,355$144,716,000$713,565$145,429,565
89Barnett Financial, Inc.$335,712$136,867,284$5,474,681$142,341,965
90Meridian Wealth Advisors, LLC$384,393$110,100,000$22,900,000$133,000,000
91J.E. Simmons & Co., P.C.$264,961$132,745,529$0$132,745,529
92Saddock Wealth$740,113$78,100,000$52,900,000$131,000,000
93Focus Wealth Advisors$1,111,111$115,000,000$15,000,000$130,000,000
94Pauley Financial$233,118$5,525,546$124,321,268$129,846,814
95Daniels & Erickson Financial Advisors, LLC$839,169$92,861,339$35,531,582$128,392,921
96Bonner & Smith$166,267$128,025,764$0$128,025,764
97The Personal Wealth Coach$166,852$119,582,215$6,724,609$126,306,824
98Heritage Wealth Management$301,613$125,169,434$0$125,169,434
99Riverstone Advisors, LLC$753,221$124,281,537$0$124,281,537
100Halbert Wealth Management, Inc$174,413$11,929,901$108,240,905$120,170,806
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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.