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
51WJ Interests, LLC$407,161$273,612,000$0$273,612,000
52Beck Capital Management LLC$315,238$262,908,143$0$262,908,143
53Monticello Wealth Management, LLC$997,636$0$256,392,468$256,392,468
54HFG Wealth Management$291,317$255,193,287$0$255,193,287
55Carter Asset Management, Inc.$528,086$255,065,681$0$255,065,681
56Clintsman Financial Planning$272,759$252,029,475$0$252,029,475
57Waterway Wealth Management$283,579$238,489,947$0$238,489,947
58Steward Wealth Management$351,352$229,784,114$0$229,784,114
59The Goff Financial Group$518,116$213,937,293$12,997,648$226,934,941
60Beacon Financial Advisors Ltd$367,280$214,052,638$3,744,438$217,797,076
61Garner Asset Management Corporation$656,979$216,800,000$660,000$217,460,000
62QuadCap Wealth Management$340,305$208,365,070$6,707,488$215,072,558
63Fortune Wealth Management, LLC$1,117,188$212,052,905$2,447,095$214,500,000
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.$429,844$187,411,988$0$187,411,988
72Chessman Wealth Strategies$134,305$164,104,837$14,924,156$179,028,993
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
77Fuller Wealth Management, LLC$533,333$160,000,000$0$160,000,000
78Mosaic Advisors LLC$909,304$93,330,681$65,797,476$159,128,157
79Camden Wealth Advisors LLC$440,587$156,025,408$1,704,885$157,730,293
80Heritage Financial Planning$325,123$157,684,581$0$157,684,581
81Snowcap Capital Management$9,215,025$156,655,421$0$156,655,421
82Grunden Financial Advisory, Inc.$237,546$154,404,930$0$154,404,930
83Parker Financial Advisors$588,437$154,170,486$0$154,170,486
84Simplyrich$819,745$154,112,051$0$154,112,051
85Stegent Equity Advisors Inc.$435,613$151,100,000$1,800,000$152,900,000
86Haven Wealth Group$360,563$151,436,486$0$151,436,486
87Bell Wealth Management Inc.$1,018,514$143,640,000$7,100,000$150,740,000
88Cultivar Capital, Inc.$243,068$146,083,582$0$146,083,582
89Paragon Financial Advisors$266,355$144,716,000$713,565$145,429,565
90Barnett Financial, Inc.$335,712$136,867,284$5,474,681$142,341,965
91Stone Asset Management, Inc.$269,823$136,530,558$0$136,530,558
92Meridian Wealth Advisors, LLC$384,393$110,100,000$22,900,000$133,000,000
93J.E. Simmons & Co., P.C.$264,961$132,745,529$0$132,745,529
94TL Private Wealth$378,266$116,104,276$15,154,195$131,258,471
95Saddock Wealth$740,113$78,100,000$52,900,000$131,000,000
96Focus Wealth Advisors$1,111,111$115,000,000$15,000,000$130,000,000
97Pauley Financial$233,118$5,525,546$124,321,268$129,846,814
98Daniels & Erickson Financial Advisors, LLC$839,169$92,861,339$35,531,582$128,392,921
99Bonner & Smith$166,267$128,025,764$0$128,025,764
100The Personal Wealth Coach$166,852$119,582,215$6,724,609$126,306,824
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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.