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
1Century Management$1,191,505$1,416,699,257$0$1,416,699,257
2True North Advisors$2,728,724$1,123,511,913$8,908,397$1,132,420,310
3SFMG Wealth Advisors$299,656$1,024,861,708$27,828,627$1,052,690,335
4Warwick Partners$1,108,227$0$733,646,000$733,646,000
5Adell Harriman & Carpenter$533,045$623,129,855$0$623,129,855
6McGowan Group Asset Management$331,665$593,411,663$14,199,198$607,610,861
7Sather Financial Group, Inc.$518,183$441,465,032$39,927,366$481,392,398
8Richard P. Slaughter Associates, Inc.$391,720$403,721,366$29,129,415$432,850,781
9Whitley Penn Financial, LLP$224,082$357,291,586$38,213,322$395,504,908
10Quattro Financial Advisors$20,666,667$372,000,000$0$372,000,000
11Insight Wealth Partners$801,319$364,100,000$500,000$364,600,000
12New Capital Management, LP$3,792,683$240,000,000$71,000,000$311,000,000
13Lauterbach Financial Advisors, LLC$406,647$272,738,363$4,188,250$276,926,613
14Carter Asset Management, Inc.$528,086$255,065,681$0$255,065,681
15Clintsman Financial Planning$272,759$252,029,475$0$252,029,475
16Trinity Portfolio Advisors$235,687$163,375,002$40,494,203$203,869,205
17Heritage Financial Planning$325,123$157,684,581$0$157,684,581
18Snowcap Capital Management$9,215,025$156,655,421$0$156,655,421
19Paragon Financial Advisors$266,355$144,716,000$713,565$145,429,565
20Heritage Wealth Management$301,613$125,169,434$0$125,169,434
21Mills Wealth Advisors, LLC$512,791$103,838,113$11,027,015$114,865,128

Showing 1 to 21 of 21 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.