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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Robertson, Griege & Thoele, Financial Advisors$649,889$1,653,000,000$684,000,000$2,337,000,000
2South Texas Money Management, Ltd.$945,183$2,085,804,763$84,334,957$2,170,139,720
3Paul Comstock Partners$13,879,724$0$2,054,199,138$2,054,199,138
4Century Management$1,065,774$2,039,890,498$0$2,039,890,498
5Retirement Advisors Of America$534,072$1,920,845,447$43,472,675$1,964,318,122
6Covenant Multi-Family Offices$1,199,118$1,341,813,000$0$1,341,813,000
7Cain, Watters & Associates, P.L.L.C.$255,582$0$1,312,415,835$1,312,415,835
8Patriot Wealth Management, Inc.$790,461$1,126,211,704$123,506,425$1,249,718,129
9Frontier Investment Management Co$624,278$1,188,626,068$0$1,188,626,068
10Chilton Capital Management$909,781$1,180,751,337$2,874,341$1,183,625,678
11Paratus Financial, Inc.$784,547$74,510,000$1,103,880,000$1,178,390,000
12True North Advisors$416,518$873,680,275$208,848,803$1,082,529,078
13Lee Financial Corp$790,829$1,028,653,448$11,286,624$1,039,940,072
14Durbin Bennett Peterson Private Wealth Management$1,056,418$843,680,370$23,638,496$867,318,866
15Tanglewood Wealth Management, Inc.$908,738$791,510,817$0$791,510,817
16Howard Financial Services, Ltd.$795,130$513,773,809$275,790,756$789,564,565
17Diesslin & Associates Inc$384,574$534,000,000$189,000,000$723,000,000
18SFMG Wealth Advisors$1,814,298$717,900,689$561,342$718,462,031
19The Financial Advisory Group, Inc.$344,044$672,950,019$0$672,950,019
20Beaird Harris$482,502$629,880,915$26,804,043$656,684,958
21Galapagos Partners, L.P.$30,626,751$120,963,320$460,944,954$581,908,274
22Warwick Partners$947,717$0$577,159,588$577,159,588
23Austin Asset$410,311$575,255,927$0$575,255,927
24Financial Management Professionals Inc$287,035$469,519,000$64,366,000$533,885,000
25Adell Harriman & Carpenter$422,715$528,394,298$0$528,394,298
26Sequent Asset Management$1,610,256$286,254,268$216,145,712$502,399,980
27Cypress Wealth Management$2,451,083$348,521,122$146,597,676$495,118,798
28Briaud Financial Advisors$267,608$468,089,880$3,703,502$471,793,382
29Sloan Wealth Management$668,555$450,503,756$1,439,739$451,943,495
30David M. Lee, P.C.$6,865,541$0$384,470,311$384,470,311
31Fiduciary Financial Services Of The Southwest Inc$530,297$364,876,907$12,164,480$377,041,387
32Stratford Consulting$697,550$365,694,961$518,907$366,213,868
33Richard P. Slaughter Associates, Inc.$339,426$330,914,936$33,628,142$364,543,078
34Sather Financial Group, Inc.$425,465$332,763,006$28,882,133$361,645,139
35Franklin, Parlapiano, Turner & Welch$828,865$310,304,892$21,241,021$331,545,913
36King Investment Advisors, Inc.$690,206$320,408,901$10,199,881$330,608,782
37Worthpointe$259,684$295,587,541$9,281,604$304,869,145
38Goodman Financial Corporation$1,613,230$291,994,660$0$291,994,660
39Insight Wealth Partners$652,341$263,761,767$436,316$264,198,083
40LBJ Family Wealth Advisors, Ltd.$4,230,508$243,000,000$6,600,000$249,600,000
41Whitley Penn Financial, L.L.P.$123,036$215,513,164$24,283,146$239,796,310
42Horizon Advisors$466,667$208,000,000$23,000,000$231,000,000
43Trinity Portfolio Advisors$151,298$227,865,271$1,200,000$229,065,271
44KMH Wealth Management$370,101$205,654,876$17,516,041$223,170,917
45T.O.S. Advisors$4,866,667$219,000,000$0$219,000,000
46Carter Asset Management, Inc.$506,745$218,406,963$0$218,406,963
47Sweetwater Financial Advisors$421,953$213,508,000$0$213,508,000
48PartnersInWealth, Inc$336,957$156,404,365$51,835,205$208,239,570
49WJ Interests$360,627$207,000,000$0$207,000,000
50Pin Oak Investment Advisors Inc$512,500$205,000,000$0$205,000,000
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Showing 1 to 50 of 83 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 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, 2014. (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.