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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 | Century Management | $981,311 | $1,926,314,144 | N/A | $1,926,314,144 |
| 2 | RobertsonGriege & ThoeleFinancial Advisors | $576,923 | $1,500,000,000 | N/A | $1,500,000,000 |
| 3 | Tanglewood Wealth Management Inc. | $837,271 | $648,048,000 | N/A | $648,048,000 |
| 4 | The Financial Advisory Group Inc. | $344,314 | $511,994,621 | N/A | $511,994,621 |
| 5 | Austin Asset Management Co | $364,466 | $463,236,631 | N/A | $463,236,631 |
| 6 | Adell Harriman & Carpenter | $303,651 | $442,419,999 | N/A | $442,419,999 |
| 7 | Beaird Harris Wealth Management Inc. | $1,884,449 | $397,618,700 | N/A | $397,618,700 |
| 8 | Caz Investments L.P. | $361,246 | $313,200,000 | N/A | $313,200,000 |
| 9 | Trinity Portfolio Advisors LLC | $142,395 | $264,854,953 | N/A | $264,854,953 |
| 10 | Matterhorn Capital Management LLC | $631,358 | $230,445,655 | N/A | $230,445,655 |
| 11 | Goodman Financial Corporation | $1,169,073 | $215,109,442 | N/A | $215,109,442 |
| 12 | Investors Asset Management Inc. | $349,368 | $179,575,005 | N/A | $179,575,005 |
| 13 | Pin Oak Investment Advisors Inc. | $1,355,932 | $160,000,000 | N/A | $160,000,000 |
| 14 | Carter Asset Management Inc. | $405,836 | $157,464,288 | N/A | $157,464,288 |
| 15 | Wj Interests LLC | $276,209 | $144,181,000 | N/A | $144,181,000 |
| 16 | Sweetwater Financial Advisors LLC | $358,974 | $140,000,000 | N/A | $140,000,000 |
| 17 | Act Wealth Management LLC | $557,706 | $139,426,500 | N/A | $139,426,500 |
| 18 | Posey Capital | $440,000 | $110,000,000 | N/A | $110,000,000 |
| 19 | The Mutual Fund Store | $192,116 | $104,127,000 | N/A | $104,127,000 |
| 20 | The Watchman Group Inc. | $304,289 | $103,154,000 | N/A | $103,154,000 |
| 21 | Virtus Private Wealth Management | $1,133,333 | $102,000,000 | N/A | $102,000,000 |
| 22 | Rmg Capital Advisors LLC | $653,397 | $104,475,055 | $68,465 | $104,543,520 |
| 23 | Insight Wealth Partners | $147,578 | $200,783,810 | $364,790 | $201,148,600 |
| 24 | Stegent Equity Advisors Inc. | $335,331 | $105,500,000 | $800,000 | $106,300,000 |
| 25 | Paragon Financial Advisors | $484,783 | $157,676,396 | $847,678 | $158,524,074 |
| 26 | Sloan Wealth ManagementLLC | $452,351 | $329,920,836 | $1,200,000 | $331,120,836 |
| 27 | Cypress Wealth Management LLC | $949,610 | $177,621,342 | $2,804,619 | $180,425,961 |
| 28 | Heritage Wealth Management | $278,863 | $135,440,232 | $3,991,265 | $139,431,497 |
| 29 | Beacon Financial Advisors Ltd | $307,199 | $155,245,241 | $4,191,120 | $159,436,361 |
| 30 | Lbj Family Wealth AdvisorsLtd. | $3,975,000 | $154,000,000 | $5,000,000 | $159,000,000 |
| 31 | Stratford Consulting LLC | $379,839 | $187,769,010 | $6,328,557 | $194,097,567 |
| 32 | King Investment Advisors Inc. | $1,189,381 | $403,270,817 | $7,065,705 | $410,336,522 |
| 33 | Richard P. Slaughter Associates Inc. | $230,385 | $262,521,645 | $7,259,076 | $269,780,721 |
| 34 | Briaud Financial Advisors | $263,817 | $477,113,759 | $7,517,502 | $484,631,261 |
| 35 | Snowcap Capital Management | $6,130,895 | $108,721,000 | $7,766,000 | $116,487,000 |
| 36 | Durbin Bennett Peterson Private Wealth ManagementLlp | $954,987 | $645,864,122 | $8,302,294 | $654,166,416 |
| 37 | Rench & Muir Financial Advisors Inc. | $203,212 | $217,734,332 | $8,440,131 | $226,174,463 |
| 38 | Disciplined Investors LLC | $175,843 | $95,168,064 | $9,986,325 | $105,154,389 |
| 39 | Matthew Goff Investment Advisor LLC | $1,031,744 | $92,970,817 | $11,235,357 | $104,206,174 |
| 40 | Ld Lowe Wealth Advisory | $324,706 | $125,000,000 | $13,000,000 | $138,000,000 |
| 41 | Kmh Wealth Management LLC | $322,874 | $144,400,000 | $15,100,000 | $159,500,000 |
| 42 | Whitley Penn FinancialL.L.P. | $102,995 | $120,662,500 | $15,909,210 | $136,571,710 |
| 43 | FranklinTurner & Welch LLC | $629,717 | $186,801,881 | $22,264,285 | $209,066,166 |
| 44 | Sather Financial Group Inc. | $355,718 | $243,769,232 | $22,663,389 | $266,432,621 |
| 45 | Patriot Wealth Management Inc. | $772,207 | $819,151,853 | $23,326,492 | $842,478,345 |
| 46 | Netting & Pace Inc.orporated | $477,895 | $103,416,529 | $24,659,323 | $128,075,852 |
| 47 | Beck Capital Management LLC | $197,789 | $135,000,000 | $26,000,000 | $161,000,000 |
| 48 | Concorde Investment Management | $1,588,235 | $96,045,515 | $31,013,270 | $127,058,785 |
| 49 | Horizon Advisors LLC | $373,541 | $155,000,000 | $37,000,000 | $192,000,000 |
| 50 | Hg Capital Advisors LLC | $38,288 | $65,551,000 | $37,214,047 | $102,765,047 |
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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 November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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.