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
1Robertson, Griege & Thoele, Financial Advisors$773,492$1,970,000,000$236,000,000$2,206,000,000
2Century Management$1,040,701$1,966,925,000$0$1,966,925,000
3Paul Comstock Partners$12,572,414$0$1,885,862,120$1,885,862,120
4South Texas Money Management, $862,255$1,787,157,020$77,900,117$1,865,057,137
5Retirement Advisors of America$497,419$1,545,709,248$61,947,991$1,607,657,239
6Paratus Financial Inc.$812,683$74,510,000$1,103,880,000$1,178,390,000
7Cain, Watters & Associates$234,766$0$1,166,785,842$1,166,785,842
8Patriot Wealth Management Inc.$725,752$1,013,221,051$85,568,210$1,098,789,261
9True North Advisors$407,893$869,302,678$183,468,866$1,052,771,544
10Frontier Investment Management Co.$556,359$999,220,660$0$999,220,660
11Lee Financial Corp.$749,885$856,409,570$112,441,238$968,850,808
12Durbin Bennett Peterson Private Wealth Management$1,058,929$835,162,393$21,511,509$856,673,902
13Howard Financial Services$2,212,654$473,730,071$269,721,632$743,451,703
14Tanglewood Wealth Management Inc.$876,182$717,592,760$0$717,592,760
15The Financial Advisory Group Inc.$446,402$560,234,452$0$560,234,452
16SFMG Wealth Advisors$298,264$553,110,933$1,362,570$554,473,503
17Beaird Harris Wealth Management Inc.$2,163,628$525,761,724$0$525,761,724
18Galapagos Partners$14,906,257$134,789,394$386,929,600$521,718,994
19Warwick Partners$873,648$0$504,095,000$504,095,000
20Austin Asset$389,611$490,131,000$0$490,131,000
21Briaud Financial Advisors$271,890$479,280,854$3,867,759$483,148,613
22Financial Management Professionals Inc.$232,599$414,669,000$52,157,000$466,826,000
23Adell Harriman & Carpenter$304,809$455,079,829$0$455,079,829
24King Investment Advisors Inc.$1,322,231$427,356,638$7,657,228$435,013,866
25Sequent Asset Management$1,287,848$256,627,147$167,074,961$423,702,108
26Sloan Wealth Management$538,004$407,493,346$1,389,816$408,883,162
27Stratford Consulting$581,081$343,521,732$6,870,093$350,391,825
28Richard P. Slaughter Associates Inc.$304,024$289,729,348$19,463,023$309,192,371
29Sather Financial Group Inc.$376,840$287,343,831$20,534,517$307,878,348
30David M. Lee, P.C.$5,333,333$0$304,000,000$304,000,000
31Caz Investments$332,417$295,180,000$2,666,000$297,846,000
32Worthpointe$190,900$259,280,672$7,406,143$266,686,815
33Franklin, Parlapiano, Turner & Welch$715,390$228,485,677$22,616,381$251,102,058
34Goodman Financial Corp.$1,397,333$238,943,958$0$238,943,958
35Cypress Wealth Management$1,184,202$225,460,428$3,090,579$228,551,007
36Trinity Portfolio Advisors$156,021$226,854,953$0$226,854,953
37Insight Wealth Partners$563,226$220,960,705$387,178$221,347,883
38Sweetwater Financial Advisors$417,738$210,122,000$0$210,122,000
39Heritage Asset Advisors$229,034$195,321,608$13,557,408$208,879,016
40Saddock Wealth$34,126,167$204,757,000$0$204,757,000
41Horizon Advisors$433,703$171,821,132$27,682,425$199,503,557
42KMH Wealth Management$336,631$154,387,326$33,789,216$188,176,542
43Partnersinwealth Inc.$310,230$144,407,131$43,592,409$187,999,540
44Carter Asset Management Inc.$457,900$179,954,792$0$179,954,792
45Pin Oak Investment Advisors Inc.$485,014$178,000,000$0$178,000,000
46Palantir Capital Management$929,624$72,393,750$104,234,750$176,628,500
47Whitley Penn Financial$104,961$154,177,867$21,422,197$175,600,064
48LBJ Family Wealth Advisors, $3,350,000$161,500,000$6,000,000$167,500,000
49New Capital Management$2,796,610$120,000,000$45,000,000$165,000,000
50Beacon Financial Advisors $312,058$160,241,010$2,653,464$162,894,474
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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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2012. (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 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.