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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 | Robertson Griege & Thoele Financial Advisors | $773,492 | $1,970,000,000 | $236,000,000 | $2,206,000,000 |
| 2 | Century Management | $1,040,701 | $1,966,925,000 | $0 | $1,966,925,000 |
| 3 | South Texas Money Management Ltd. | $856,736 | $1,728,134,542 | $121,559,351 | $1,849,693,893 |
| 4 | Paul Comstock Partners | $12,707,288 | $0 | $1,766,313,014 | $1,766,313,014 |
| 5 | Retirement Advisors of America | $497,419 | $1,545,709,248 | $61,947,991 | $1,607,657,239 |
| 6 | Cain Watters & Associates P.LLC | $234,766 | $0 | $1,166,785,842 | $1,166,785,842 |
| 7 | Patriot Wealth Management Inc. | $725,752 | $1,013,221,051 | $85,568,210 | $1,098,789,261 |
| 8 | Paratus Financial Inc. | $742,759 | $130,000,000 | $947,000,000 | $1,077,000,000 |
| 9 | True North Advisors LLC | $407,893 | $869,302,678 | $183,468,866 | $1,052,771,544 |
| 10 | Frontier Investment Management Co. | $556,359 | $999,220,660 | $0 | $999,220,660 |
| 11 | Lee Financial Corp. | $749,885 | $856,409,570 | $112,441,238 | $968,850,808 |
| 12 | Durbin Bennett Peterson Private Wealth Management LLP | $1,058,929 | $835,162,393 | $21,511,509 | $856,673,902 |
| 13 | Howard Financial Services Ltd. | $2,212,654 | $473,730,071 | $269,721,632 | $743,451,703 |
| 14 | Tanglewood Wealth Management Inc. | $876,182 | $717,592,760 | $0 | $717,592,760 |
| 15 | Diesslin & Associates Inc. | $332,818 | $428,000,000 | $218,000,000 | $646,000,000 |
| 16 | The Financial Advisory Group Inc. | $446,402 | $560,234,452 | $0 | $560,234,452 |
| 17 | SFMG Wealth Advisors | $298,264 | $553,110,933 | $1,362,570 | $554,473,503 |
| 18 | Beaird Harris Wealth Management Inc. | $2,163,628 | $525,761,724 | $0 | $525,761,724 |
| 19 | Galapagos Partners LP | $14,906,257 | $134,789,394 | $386,929,600 | $521,718,994 |
| 20 | Warwick Partners | $873,648 | $0 | $504,095,000 | $504,095,000 |
| 21 | Austin Asset | $389,611 | $490,131,000 | $0 | $490,131,000 |
| 22 | Briaud Financial Advisors | $271,890 | $479,280,854 | $3,867,759 | $483,148,613 |
| 23 | Financial Management Professionals Inc. | $232,599 | $414,669,000 | $52,157,000 | $466,826,000 |
| 24 | Budge Financial Inc. | $20,763,169 | $0 | $456,789,726 | $456,789,726 |
| 25 | Adell Harriman & Carpenter | $304,809 | $455,079,829 | $0 | $455,079,829 |
| 26 | King Investment Advisors Inc. | $1,322,231 | $427,356,638 | $7,657,228 | $435,013,866 |
| 27 | Sequent Asset Management LLC | $1,287,848 | $256,627,147 | $167,074,961 | $423,702,108 |
| 28 | Sloan Wealth Management LLC | $508,263 | $375,786,740 | $1,344,484 | $377,131,224 |
| 29 | Stratford Consulting LLC | $581,081 | $343,521,732 | $6,870,093 | $350,391,825 |
| 30 | Richard P. Slaughter Associates Inc. | $304,024 | $289,729,348 | $19,463,023 | $309,192,371 |
| 31 | Sather Financial Group Inc. | $376,840 | $287,343,831 | $20,534,517 | $307,878,348 |
| 32 | David M. Lee PC | $5,333,333 | $0 | $304,000,000 | $304,000,000 |
| 33 | Caz Investments LP | $332,417 | $295,180,000 | $2,666,000 | $297,846,000 |
| 34 | Franklin Parlapiano Turner & Welch LLC | $715,390 | $228,485,677 | $22,616,381 | $251,102,058 |
| 35 | Goodman Financial Corp. | $1,397,333 | $238,943,958 | $0 | $238,943,958 |
| 36 | Trinity Portfolio Advisors LLC | $156,021 | $226,854,953 | $0 | $226,854,953 |
| 37 | Insight Wealth Partners | $563,226 | $220,960,705 | $387,178 | $221,347,883 |
| 38 | Sweetwater Financial Advisors LLC | $417,738 | $210,122,000 | $0 | $210,122,000 |
| 39 | Horizon Advisors LLC | $433,703 | $171,821,132 | $27,682,425 | $199,503,557 |
| 40 | KMH Wealth Management LLC | $336,631 | $154,387,326 | $33,789,216 | $188,176,542 |
| 41 | Partnersinwealth Inc. | $310,230 | $144,407,131 | $43,592,409 | $187,999,540 |
| 42 | Cypress Wealth Management LLC | $949,610 | $177,621,342 | $2,804,619 | $180,425,961 |
| 43 | Carter Asset Management Inc. | $457,900 | $179,954,792 | $0 | $179,954,792 |
| 44 | Pin Oak Investment Advisors Inc. | $485,014 | $178,000,000 | $0 | $178,000,000 |
| 45 | Palantir Capital Management Ltd. | $929,624 | $72,393,750 | $104,234,750 | $176,628,500 |
| 46 | Whitley Penn Financial L.LP | $104,961 | $154,177,867 | $21,422,197 | $175,600,064 |
| 47 | Lbj Family Wealth Advisors Ltd. | $3,350,000 | $161,500,000 | $6,000,000 | $167,500,000 |
| 48 | New Capital Management LP | $2,796,610 | $120,000,000 | $45,000,000 | $165,000,000 |
| 49 | Trovena Investment Advisors | $151,447 | $156,858,257 | $6,250,452 | $163,108,709 |
| 50 | Beacon Financial Advisors Ltd. | $312,058 | $160,241,010 | $2,653,464 | $162,894,474 |
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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 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.