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
1Century Management$1,040,701$1,966,925,000$0$1,966,925,000
2Frontier Investment Management Co.$556,359$999,220,660$0$999,220,660
3Tanglewood Wealth Management Inc.$876,182$717,592,760$0$717,592,760
4The Financial Advisory Group Inc.$446,402$560,234,452$0$560,234,452
5Beaird Harris Wealth Management Inc.$2,163,628$525,761,724$0$525,761,724
6Austin Asset$389,611$490,131,000$0$490,131,000
7Adell Harriman & Carpenter$304,809$455,079,829$0$455,079,829
8Goodman Financial Corp.$1,397,333$238,943,958$0$238,943,958
9Trinity Portfolio Advisors$156,021$226,854,953$0$226,854,953
10Sweetwater Financial Advisors$417,738$210,122,000$0$210,122,000
11Saddock Wealth$34,126,167$204,757,000$0$204,757,000
12Carter Asset Management Inc.$457,900$179,954,792$0$179,954,792
13Pin Oak Investment Advisors Inc.$485,014$178,000,000$0$178,000,000
14WJ Interests$296,161$162,000,000$0$162,000,000
15Act Wealth Management$640,810$160,202,601$0$160,202,601
16Beck Capital Management$368,664$160,000,000$0$160,000,000
17Posey Capital$446,000$133,800,000$0$133,800,000
18Cultivar Capital Inc.$307,176$130,856,790$0$130,856,790
19Haven Wealth Group$1,336,842$127,000,000$0$127,000,000
20RMDR Advisors Inc.$141,317$120,826,018$0$120,826,018
21The Relevance Group$586,044$120,724,968$0$120,724,968
22The Watchman Group Inc.$337,854$117,911,000$0$117,911,000
23Riverstone Advisors$976,068$114,200,000$0$114,200,000
24Sawtelle Financial Management$167,155$114,000,000$0$114,000,000
25Parker Financial Advisors$520,883$108,864,600$0$108,864,600
26HFG Wealth Management$211,473$105,313,397$0$105,313,397
27Lifeway Financial Corp.$380,370$103,840,985$0$103,840,985
28Grunden Financial Advisory Inc.$246,040$103,829,030$0$103,829,030
29RMG Capital Advisors$690,621$112,439,583$131,585$112,571,168
30Insight Wealth Partners$563,226$220,960,705$387,178$221,347,883
31Stegent Equity Advisors Inc.$357,860$119,380,000$861,000$120,241,000
32SFMG Wealth Advisors$298,264$553,110,933$1,362,570$554,473,503
33Sloan Wealth Management$538,004$407,493,346$1,389,816$408,883,162
34Lenihan Ginger Vallery$217,065$117,172,888$2,212,600$119,385,488
35Beacon Financial Advisors $312,058$160,241,010$2,653,464$162,894,474
36Caz Investments$332,417$295,180,000$2,666,000$297,846,000
37Cypress Wealth Management$1,184,202$225,460,428$3,090,579$228,551,007
38Briaud Financial Advisors$271,890$479,280,854$3,867,759$483,148,613
39Snowcap Capital Management$8,863,256$137,144,510$4,667,585$141,812,095
40Charles D. Jones Capital Management Inc.$1,507,463$96,000,000$5,000,000$101,000,000
41LBJ Family Wealth Advisors, $3,350,000$161,500,000$6,000,000$167,500,000
42Stratford Consulting$581,081$343,521,732$6,870,093$350,391,825
43Worthpointe$190,900$259,280,672$7,406,143$266,686,815
44King Investment Advisors Inc.$1,322,231$427,356,638$7,657,228$435,013,866
45Barnett Financial Inc.$291,874$92,515,803$8,472,707$100,988,510
46Focus Wealth Advisors$350,000$91,500,000$13,500,000$105,000,000
47Heritage Asset Advisors$229,034$195,321,608$13,557,408$208,879,016
48Richard P. Slaughter Associates Inc.$304,024$289,729,348$19,463,023$309,192,371
49Sather Financial Group Inc.$376,840$287,343,831$20,534,517$307,878,348
50Whitley Penn Financial$104,961$154,177,867$21,422,197$175,600,064
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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.