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
1Tolleson Private Wealth Management$1,573,824$4,738,755,871$177,869,829$4,916,625,700
2RGT Wealth Advisors$882,097$3,612,228,620$239,008,984$3,851,237,604
3Paul Comstock Partners$13,718,118$0$2,098,872,076$2,098,872,076
4Paratus Financial, Inc.$647,400$170,097,779$1,307,915,921$1,478,013,700
5Covenant Multi-Family Offices$1,214,214$1,393,917,176$0$1,393,917,176
6Lee Financial Company$637,966$1,007,241,665$7,761,534$1,015,003,199
7Durbin Bennett Private Wealth Management, LLC$907,933$845,583,756$20,584,280$866,168,036
8Tanglewood Total Wealth Management, Inc.$823,219$838,860,314$0$838,860,314
9Diesslin & Associates Inc$433,040$543,010,497$239,492,982$782,503,479
10The Financial Advisory Group, Inc.$438,164$771,168,901$0$771,168,901
11Galapagos Partners, L.P.$24,842,769$264,397,959$480,885,122$745,283,081
12Financial Synergies$582,363$569,058,270$8,646,031$577,704,301
13Sequent Asset Management, LLC$1,267,137$328,608,477$230,198,919$558,807,396
14Venturi Wealth Management, LLC$1,128,439$506,680,446$18,043,687$524,724,133
15Briaud Financial Advisors$279,888$502,723,128$3,033,819$505,756,947
16Sloan Wealth Management$1,834,548$475,905,236$1,077,277$476,982,513
17David M. Lee, P.C.$6,988,203$0$391,339,361$391,339,361
18PartnersInWealth, Inc$662,190$207,391,258$156,151,056$363,542,314
19Goodman Financial Corporation$1,527,676$326,922,667$0$326,922,667
20WJ Interests, LLC$407,161$273,612,000$0$273,612,000
21Monticello Wealth Management, LLC$997,636$0$256,392,468$256,392,468
22The Goff Financial Group$518,116$213,937,293$12,997,648$226,934,941
23QuadCap Wealth Management$340,305$208,365,070$6,707,488$215,072,558
24T.O.S. Advisors$4,657,289$209,578,000$0$209,578,000
25Clear Rock Advisors, LLC$701,530$195,727,000$0$195,727,000
26The Watchman Group, Inc.$1,201,359$187,411,988$0$187,411,988
27HFG Wealth Management$290,768$185,219,532$0$185,219,532
28Fortiter Wealth Management$1,068,606$169,696,421$4,486,283$174,182,704
29Lifeway Financial Corporation$444,651$160,519,035$0$160,519,035
30Mosaic Advisors LLC$909,304$93,330,681$65,797,476$159,128,157
31Camden Wealth Advisors LLC$440,587$156,025,408$1,704,885$157,730,293
32Parker Financial Advisors$588,437$154,170,486$0$154,170,486
33Simplyrich$819,745$154,112,051$0$154,112,051
34Cultivar Capital, Inc.$243,068$146,083,582$0$146,083,582
35Barnett Financial, Inc.$335,712$136,867,284$5,474,681$142,341,965
36Meridian Wealth Advisors, LLC$384,393$110,100,000$22,900,000$133,000,000
37Pauley Financial$233,118$5,525,546$124,321,268$129,846,814
38Daniels & Erickson Financial Advisors, LLC$839,169$92,861,339$35,531,582$128,392,921
39Riverstone Advisors, LLC$753,221$124,281,537$0$124,281,537
40RMG Capital Advisors$773,334$110,542,645$44,171$110,586,816
41Equistar Wealth Management LLC$671,348$107,415,641$0$107,415,641
42Parkstone Wealth Management, LLC$1,130,997$105,182,680$0$105,182,680
43Semita Asset Management$357,143$100,000,000$0$100,000,000

Showing 1 to 43 of 43 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.