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
2Tolleson Private Wealth Management$1,560,131$4,403,215,542$128,965,505$4,532,181,047
3RGT Wealth Advisors$884,707$3,723,621,742$637,985,471$4,361,607,213
4South Texas Money Management, Ltd.$968,774$2,742,844,139$16,222,895$2,759,067,034
5Paul Comstock Partners$14,342,319$0$2,280,428,706$2,280,428,706
6Retirement Advisors Of America$474,629$1,803,723,317$62,043,265$1,865,766,582
7Patriot Wealth Management, Inc.$816,425$1,283,785,000$167,003,000$1,450,788,000
8Paratus Financial, Inc.$659,796$165,000,000$1,269,397,000$1,434,397,000
9Cain, Watters & Associates, PLLC$243,312$1,360,116,221$0$1,360,116,221
10Covenant Multi-Family Offices$1,272,682$1,351,587,958$0$1,351,587,958
11Chilton Capital Management$856,781$1,229,864,931$3,899,791$1,233,764,722
12True North Advisors$417,847$1,060,938,641$117,807,389$1,178,746,030
13Century Management$771,744$1,025,647,624$0$1,025,647,624
14Lee Financial Corp$648,226$1,010,328,629$9,330,995$1,019,659,624
15SFMG Wealth Advisors$280,949$887,620,802$26,869,162$914,489,964
16Durbin Bennett Peterson Private Wealth Management$899,897$854,000,000$18,000,000$872,000,000
17Tanglewood Wealth Management, Inc.$834,061$816,546,000$0$816,546,000
18Howard Financial Services, Ltd.$569,046$460,737,220$330,236,295$790,973,515
19Beaird Harris$464,601$742,968,018$44,066,649$787,034,667
20Diesslin & Associates Inc$406,353$530,000,000$212,000,000$742,000,000
21Galapagos Partners, L.P.$23,766,923$194,235,105$518,772,582$713,007,687
22Corda Investment Management$341,440$691,000,000$11,000,000$702,000,000
23The Financial Advisory Group, Inc.$400,369$680,627,916$0$680,627,916
24Warwick Partners$1,028,090$0$680,595,500$680,595,500
25Austin Asset$334,680$633,549,219$0$633,549,219
26Adell Harriman & Carpenter$401,894$583,147,682$0$583,147,682
27McGowan Group Asset Management$303,372$514,924,829$11,121,675$526,046,504
28Sequent Asset Management$1,335,119$299,866,021$219,495,362$519,361,383
29Cypress Wealth Management$2,350,000$400,000,000$117,000,000$517,000,000
30Venturi Wealth Management, LLC$1,094,002$494,438,041$14,273,022$508,711,063
31Briaud Financial Advisors$277,298$488,250,051$2,845,064$491,095,115
32Matterhorn Capital Management, LLC$944,909$420,484,308$0$420,484,308
33Sather Financial Group, Inc.$425,366$389,628,513$29,356,782$418,985,295
34Worthpointe$260,776$399,660,000$10,540,000$410,200,000
35Sloan Wealth Management$1,937,415$405,378,653$1,478,456$406,857,109
36David M. Lee, P.C.$6,810,748$0$395,023,394$395,023,394
37Richard P. Slaughter Associates, Inc.$358,667$368,711,469$26,181,440$394,892,909
38Franklin, Parlapiano, Turner & Welch$872,992$379,330,408$11,769,849$391,100,257
39Vicar Capital Advisors$860,360$1,048,995$380,090,517$381,139,512
40FCA Corp$706,075$314,187,740$57,914,028$372,101,768
41Brainard Capital Management LLC$1,498,469$347,644,782$0$347,644,782
42Kings Path Partners LLC$24,704,666$345,865,317$0$345,865,317
43Insight Wealth Partners$740,179$331,200,000$400,000$331,600,000
44Goodman Financial Corporation$1,429,613$310,225,920$0$310,225,920
45PartnersInWealth, Inc$415,575$195,926,877$95,806,469$291,733,346
46KMH Wealth Management$347,805$269,000,000$16,200,000$285,200,000
47LBJ Family Wealth Advisors, Ltd.$4,116,418$269,500,000$6,300,000$275,800,000
48Pin Oak Investment Advisors Inc$571,429$264,000,000$0$264,000,000
49Beck Capital Management$306,712$253,650,746$0$253,650,746
50Lauterbach Financial Advisors, LLC$369,423$241,985,502$4,419,524$246,405,026
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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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 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 December 5, 2016.