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
2Paul Comstock Partners$13,857,380$0$2,147,893,910$2,147,893,910
3Frontier Investment Management Co$698,952$1,852,222,443$0$1,852,222,443
4Patriot Wealth Management, Inc.$854,676$1,466,453,047$127,517,009$1,593,970,056
5Chilton Capital Management$1,564,224$1,225,625,775$2,289,850$1,227,915,625
6Howard Financial Services, Ltd.$617,357$593,000,000$346,000,000$939,000,000
7Beaird Harris$476,302$865,790,798$57,759,051$923,549,849
8Austin Asset$447,742$746,134,604$28,459,349$774,593,953
9Cypress Point Wealth Management$2,865,672$508,000,000$68,000,000$576,000,000
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
12Pin Oak Investment Advisors Inc$572,139$345,000,000$0$345,000,000
13KMH Wealth Management, LLC$350,542$304,742,000$15,653,000$320,395,000
14Rhame & Gorrell Wealth Management$279,817$289,745,916$2,103,098$291,849,014
15LBJ Family Wealth Advisors, Ltd.$3,942,371$271,066,000$4,900,000$275,966,000
16Beck Capital Management LLC$315,238$262,908,143$0$262,908,143
17Waterway Wealth Management$283,579$238,489,947$0$238,489,947
18Beacon Financial Advisors Ltd$367,280$214,052,638$3,744,438$217,797,076
19Garner Asset Management Corporation$656,979$216,800,000$660,000$217,460,000
20Fortune Wealth Management, LLC$1,117,188$212,052,905$2,447,095$214,500,000
21Horizon Advisors$410,770$186,588,325$22,082,690$208,671,015
22Relevance Capital Management$861,515$208,486,509$0$208,486,509
23Krueger & Catalano Capital Partners, LLC$270,399$196,742,458$9,301,433$206,043,891
24Chessman Wealth Strategies$134,305$164,104,837$14,924,156$179,028,993
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
27Fuller Wealth Management, LLC$533,333$160,000,000$0$160,000,000
28Stegent Equity Advisors Inc.$435,613$151,100,000$1,800,000$152,900,000
29Haven Wealth Group$360,563$151,436,486$0$151,436,486
30Bell Wealth Management Inc.$1,018,514$143,640,000$7,100,000$150,740,000
31J.E. Simmons & Co., P.C.$264,961$132,745,529$0$132,745,529
32TL Private Wealth$378,266$116,104,276$15,154,195$131,258,471
33Saddock Wealth$740,113$78,100,000$52,900,000$131,000,000
34Focus Wealth Advisors$1,111,111$115,000,000$15,000,000$130,000,000
35Bonner & Smith$166,267$128,025,764$0$128,025,764
36The Personal Wealth Coach$166,852$119,582,215$6,724,609$126,306,824
37Trinity Legacy Partners, LLC$303,045$117,581,588$0$117,581,588
38Snider Advisors$289,525$66,557,060$48,674,007$115,231,067
39Financial Life Advisors$279,585$92,844,782$19,268,792$112,113,574

Showing 1 to 39 of 39 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 1,937 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.


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