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
1Jasper Ridge Partners$4,855,152$13,317,681,425$0$13,317,681,425
2RGT Wealth Advisors$884,707$3,723,621,742$637,985,471$4,361,607,213
3South Texas Money Management, Ltd.$968,774$2,742,844,139$16,222,895$2,759,067,034
4Paul Comstock Partners$14,136,072$0$2,261,771,559$2,261,771,559
5Retirement Advisors Of America$474,629$1,803,723,317$62,043,265$1,865,766,582
6Patriot Wealth Management, Inc.$816,425$1,283,785,000$167,003,000$1,450,788,000
7Paratus Financial, Inc.$659,796$165,000,000$1,269,397,000$1,434,397,000
8Cain, Watters & Associates, P.L.L.C.$243,312$1,360,116,221$0$1,360,116,221
9Covenant Multi-Family Offices$1,272,682$1,351,587,958$0$1,351,587,958
10Chilton Capital Management$856,781$1,229,864,931$3,899,791$1,233,764,722
11True North Advisors$417,847$1,060,938,641$117,807,389$1,178,746,030
12Century Management$771,744$1,025,647,624$0$1,025,647,624
13Lee Financial Corp$648,226$1,010,328,629$9,330,995$1,019,659,624
14SFMG Wealth Advisors$280,949$887,620,802$26,869,162$914,489,964
15Durbin Bennett Peterson Private Wealth Management$899,897$854,000,000$18,000,000$872,000,000
16Tanglewood Wealth Management, Inc.$834,061$816,546,000$0$816,546,000
17Howard Financial Services, Ltd.$569,046$460,737,220$330,236,295$790,973,515
18Beaird Harris$464,601$742,968,018$44,066,649$787,034,667
19Diesslin & Associates Inc$406,353$530,000,000$212,000,000$742,000,000
20Galapagos Partners, L.P.$23,766,923$194,235,105$518,772,582$713,007,687
21Corda Investment Management$341,440$691,000,000$11,000,000$702,000,000
22The Financial Advisory Group, Inc.$400,369$680,627,916$0$680,627,916
23Warwick Partners$1,028,090$0$680,595,500$680,595,500
24Austin Asset$334,680$633,549,219$0$633,549,219
25Adell Harriman & Carpenter$401,894$583,147,682$0$583,147,682
26McGowan Group Asset Management$303,372$514,924,829$11,121,675$526,046,504
27Sequent Asset Management$1,335,119$299,866,021$219,495,362$519,361,383
28Cypress Wealth Management$2,350,000$400,000,000$117,000,000$517,000,000
29Briaud Financial Advisors$277,298$488,250,051$2,845,064$491,095,115
30Venturi Wealth Management, LLC$1,296,000$397,550,050$23,649,953$421,200,003
31Matterhorn Capital Management, LLC$944,909$420,484,308$0$420,484,308
32Sather Financial Group, Inc.$425,366$389,628,513$29,356,782$418,985,295
33Sloan Wealth Management$1,937,415$405,378,653$1,478,456$406,857,109
34David M. Lee, P.C.$6,810,748$0$395,023,394$395,023,394
35Richard P. Slaughter Associates, Inc.$358,667$368,711,469$26,181,440$394,892,909
36FCA Corp$706,075$314,187,740$57,914,028$372,101,768
37Franklin, Parlapiano, Turner & Welch$762,841$352,617,478$15,071,801$367,689,279
38Worthpointe$279,677$354,800,000$8,500,000$363,300,000
39Brainard Capital Management LLC$1,498,469$347,644,782$0$347,644,782
40Insight Wealth Partners$740,179$331,200,000$400,000$331,600,000
41Goodman Financial Corporation$1,429,613$310,225,920$0$310,225,920
42PartnersInWealth, Inc$415,575$195,926,877$95,806,469$291,733,346
43KMH Wealth Management$347,805$269,000,000$16,200,000$285,200,000
44LBJ Family Wealth Advisors, Ltd.$4,116,418$269,500,000$6,300,000$275,800,000
45Beck Capital Management$294,150$247,380,307$0$247,380,307
46Lauterbach Financial Advisors, LLC$369,423$241,985,502$4,419,524$246,405,026
47Monticello Wealth Management, LLC$855,261$246,315,096$0$246,315,096
48WJ Interests$454,034$242,000,000$0$242,000,000
49New Capital Management, LP$3,109,688$183,804,000$55,642,000$239,446,000
50Pin Oak Investment Advisors Inc$495,671$229,000,000$0$229,000,000
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Showing 1 to 50 of 98 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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2016. 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) not one who is an insurance company or agency.

Database last updated on June 6, 2016.