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$5,760,533$12,221,720,247$100,059,446$12,321,779,693
2Robertson, Griege & Thoele, Financial Advisors$533,448$3,062,098,500$692,309,000$3,754,407,500
3South Texas Money Management, Ltd.$1,020,724$2,441,194,903$154,506,044$2,595,700,947
4Paul Comstock Partners$16,279,416$0$2,441,912,443$2,441,912,443
5Retirement Advisors Of America$512,595$1,912,442,866$51,310,107$1,963,752,973
6Century Management$896,572$1,681,073,396$0$1,681,073,396
7Frontier Investment Management Co$696,871$1,463,428,143$0$1,463,428,143
8Paratus Financial, Inc.$918,936$148,500,000$1,268,500,000$1,417,000,000
9Patriot Wealth Management, Inc.$841,815$1,276,713,735$118,173,110$1,394,886,845
10Cain, Watters & Associates, P.L.L.C.$265,787$0$1,377,576,195$1,377,576,195
11Chilton Capital Management$932,104$1,297,185,381$3,099,607$1,300,284,988
12True North Advisors$2,453,483$1,076,680,698$204,037,669$1,280,718,367
13Covenant Multi-Family Offices$1,625,271$1,272,587,000$0$1,272,587,000
14Lee Financial Corp$791,423$1,054,043,363$9,629,026$1,063,672,389
15Durbin Bennett Peterson Private Wealth Management$1,004,881$898,198,470$20,262,857$918,461,327
16SFMG Wealth Advisors$1,661,963$879,782,721$17,677,322$897,460,043
17Tanglewood Wealth Management, Inc.$887,213$844,627,000$0$844,627,000
18Howard Financial Services, Ltd.$714,894$453,866,710$353,963,078$807,829,788
19Gerald L. Ray & Associates$1,158,093$781,712,622$0$781,712,622
20Diesslin & Associates Inc$412,371$540,000,000$220,000,000$760,000,000
21Beaird Harris$484,054$693,298,718$42,947,918$736,246,636
22The Financial Advisory Group, Inc.$443,171$714,834,744$0$714,834,744
23Corda Investment Management$349,626$690,000,000$11,000,000$701,000,000
24Galapagos Partners, L.P.$31,754,022$140,015,898$558,572,584$698,588,482
25Warwick Partners$1,087,837$0$686,425,050$686,425,050
26Austin Asset$445,714$624,000,000$0$624,000,000
27Adell Harriman & Carpenter$435,390$598,660,906$0$598,660,906
28Mcgowan Group Asset Management$332,355$540,160,401$14,539,907$554,700,308
29Financial Management Professionals Inc$289,136$488,601,000$65,672,000$554,273,000
30Sequent Asset Management$1,618,140$313,847,368$224,993,253$538,840,621
31Briaud Financial Advisors$286,650$499,466,792$4,463,132$503,929,924
32Sloan Wealth Management$613,119$1,593,296$501,164,218$502,757,514
33Cypress Wealth Management$2,671,260$403,916,640$50,197,600$454,114,240
34Sather Financial Group, Inc.$466,998$391,008,427$32,091,680$423,100,107
35Fiduciary Financial Services Of The Southwest Inc$545,711$399,372,416$14,821,879$414,194,295
36Stratford Consulting$668,765$402,083,349$513,005$402,596,354
37Richard P. Slaughter Associates, Inc.$361,815$373,977,366$20,762,562$394,739,928
38David M. Lee, P.C.$6,885,206$0$392,456,721$392,456,721
39Franklin, Parlapiano, Turner & Welch$807,630$363,005,724$13,350,062$376,355,786
40Worthpointe$287,424$310,733,638$7,157,015$317,890,653
41King Investment Advisors, Inc.$901,094$299,497,615$11,379,845$310,877,460
42Goodman Financial Corporation$1,521,569$305,835,331$0$305,835,331
43Insight Wealth Partners$695,985$298,124,186$453,201$298,577,387
44KMH Wealth Management$369,959$252,600,000$17,100,000$269,700,000
45Trinity Portfolio Advisors$210,644$234,258,881$20,198,551$254,457,432
46LBJ Family Wealth Advisors, Ltd.$3,881,538$245,500,000$6,800,000$252,300,000
47Havenshare Financial$121,100,000$0$242,200,000$242,200,000
48Pin Oak Investment Advisors Inc$600,000$240,000,000$0$240,000,000
49PartnersInWealth, Inc$403,345$186,933,882$52,652,933$239,586,815
50WJ Interests$358,589$236,669,000$0$236,669,000
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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.