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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.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 1 | Exencial Wealth Advisors | $528,820 | $536,684,022 | $111,120,495 | $647,804,517 |
| 2 | Tom Johnson Investment Management LLC | $613,592 | $499,421,000 | $55,880,000 | $555,301,000 |
| 3 | Bridgecreek Investment Management LLC | $7,580,645 | $470,000,000 | N/A | $470,000,000 |
| 4 | Covenant Financial Services LLC Dba Covenant Global Investors | $481,928 | $321,843,341 | $3,940,000 | $325,783,341 |
| 5 | Gibraltar Capital Management Inc. | $2,308,396 | $184,726,906 | $2,253,142 | $186,980,048 |
| 6 | Cloud Capital LLC | $63,831 | $82,084,365 | $103,215,679 | $185,300,044 |
| 7 | The Legacy Financial Group Inc. | $127,468 | $137,772,610 | $26,151,339 | $163,923,949 |
| 8 | Align Wealth Management | $220,728 | $137,750,000 | $1,750,000 | $139,500,000 |
| 9 | Disciplined Investments LLC | $576,107 | $45,913,479 | $65,851,211 | $111,764,690 |
| 10 | Asset Management Advisors LLC | $466,027 | $104,856,085 | N/A | $104,856,085 |
| 11 | Comprehensive Financial Planning Inc. | $206,269 | N/A | $102,102,988 | $102,102,988 |
Showing 1 to 11 of 11 entries
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*Methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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 regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% 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.