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
1South Texas Money Management, Ltd.$1,007,635$2,918,333,223$105,578,541$3,023,911,764
2Frontier Investment Management Co$698,952$1,852,222,443$0$1,852,222,443
3Patriot Wealth Management, Inc.$854,676$1,466,453,047$127,517,009$1,593,970,056
4Chilton Capital Management$1,564,224$1,225,625,775$2,289,850$1,227,915,625
5Beaird Harris$476,302$865,790,798$57,759,051$923,549,849
6Howard Financial Services, Ltd.$579,401$540,394,419$340,875,061$881,269,480
7Austin Asset$447,742$746,134,604$28,459,349$774,593,953
8Cypress Wealth Management$2,833,333$493,000,000$68,000,000$561,000,000
10Franklin, Parlapiano, Turner & Welch$866,671$409,260,046$11,941,886$421,201,932
11FCA Corp$808,278$336,618,745$44,080,365$380,699,110
12KMH Wealth Management, LLC$350,542$304,742,000$15,653,000$320,395,000
13Efficient Wealth Management, LLC$352,699$295,208,983$0$295,208,983
14Rhame & Gorrell Wealth Management$279,817$289,745,916$2,103,098$291,849,014
15Wealthstar Advisors, LLC$164,689$285,900,000$0$285,900,000
16Pin Oak Investment Advisors Inc$571,429$280,000,000$0$280,000,000
17LBJ Family Wealth Advisors, Ltd.$3,942,371$271,066,000$4,900,000$275,966,000
18Beck Capital Management LLC$315,238$262,908,143$0$262,908,143
19Waterway Wealth Management$283,579$238,489,947$0$238,489,947
20Beacon Financial Advisors Ltd$367,280$214,052,638$3,744,438$217,797,076
21Garner Asset Management Corporation$656,979$216,800,000$660,000$217,460,000
22Horizon Advisors$410,770$186,588,325$22,082,690$208,671,015
23Relevance Capital Management$861,515$208,486,509$0$208,486,509
24Krueger & Catalano Capital Partners, LLC$270,399$196,742,458$9,301,433$206,043,891
25Silicon Hills Wealth Management$317,336$174,535,000$0$174,535,000
26Concorde Investment Management$1,485,633$115,058,121$45,390,269$160,448,390
27Stegent Equity Advisors Inc.$435,613$151,100,000$1,800,000$152,900,000
28Haven Wealth Group$360,563$151,436,486$0$151,436,486
29Bell Wealth Management Inc.$1,018,514$143,640,000$7,100,000$150,740,000
30J.E. Simmons & Co., P.C.$264,961$132,745,529$0$132,745,529
31Saddock Wealth$740,113$78,100,000$52,900,000$131,000,000
32Focus Wealth Advisors$1,111,111$115,000,000$15,000,000$130,000,000
33Bonner & Smith$166,267$128,025,764$0$128,025,764
34The Personal Wealth Coach$166,852$119,582,215$6,724,609$126,306,824
35Snider Advisors$289,525$66,557,060$48,674,007$115,231,067
36TL Private Wealth$324,483$100,003,890$9,995,734$109,999,624

Showing 1 to 36 of 36 entries

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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.