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$4,855,152$13,317,681,425$0$13,317,681,425
2Cain, Watters & Associates, P.L.L.C.$243,312$1,360,116,221$0$1,360,116,221
3Covenant Multi-Family Offices$1,272,682$1,351,587,958$0$1,351,587,958
4Century Management$771,744$1,025,647,624$0$1,025,647,624
5Tanglewood Wealth Management, Inc.$834,061$816,546,000$0$816,546,000
6The Financial Advisory Group, Inc.$400,369$680,627,916$0$680,627,916
7Austin Asset$334,680$633,549,219$0$633,549,219
8Adell Harriman & Carpenter$401,894$583,147,682$0$583,147,682
9Matterhorn Capital Management, LLC$944,909$420,484,308$0$420,484,308
10Brainard Capital Management LLC$1,498,469$347,644,782$0$347,644,782
11Goodman Financial Corporation$1,429,613$310,225,920$0$310,225,920
12Beck Capital Management$294,150$247,380,307$0$247,380,307
13Monticello Wealth Management, LLC$855,261$246,315,096$0$246,315,096
14WJ Interests$454,034$242,000,000$0$242,000,000
15Pin Oak Investment Advisors Inc$495,671$229,000,000$0$229,000,000
16Carter Asset Management, Inc.$492,053$228,804,678$0$228,804,678
17Wealthstar Advisors, LLC$155,558$217,003,964$0$217,003,964
18Efficient Wealth Management, LLC$269,052$200,712,995$0$200,712,995
19T.O.S. Advisors$4,265,852$191,963,322$0$191,963,322
20Steward Financial Group$300,047$189,029,299$0$189,029,299
21Waterway Wealth Management$255,210$188,855,033$0$188,855,033
22Act Wealth Management$612,288$184,910,863$0$184,910,863
23Relevance Capital Management$730,516$176,784,750$0$176,784,750
24The Watchman Group, Inc.$427,367$172,656,184$0$172,656,184
25QuadCap Wealth Management$339,353$170,355,349$0$170,355,349
26Haven Wealth Group$401,055$152,000,000$0$152,000,000
27Lifeway Financial Corporation$409,774$143,011,256$0$143,011,256
28HFG Wealth Management$226,457$140,630,078$0$140,630,078
29Snowcap Capital Management$6,992,759$139,855,180$0$139,855,180
30Parker Financial Advisors$537,189$139,669,200$0$139,669,200
31Grunden Financial Advisory, Inc.$215,572$133,870,246$0$133,870,246
32Heritage Financial Planning$264,976$130,368,179$0$130,368,179
33Cultivar Capital, Inc.$230,517$128,397,709$0$128,397,709
34Silicon Hills Wealth Management$257,938$125,100,000$0$125,100,000
35Sweetwater Financial Advisors$318,414$124,500,000$0$124,500,000
36Bonner & Smith$153,184$118,870,722$0$118,870,722
37Riverstone Advisors, LLC$815,830$118,295,331$0$118,295,331
38J.E. Simmons & Co., P.C.$242,347$117,780,868$0$117,780,868
39Heritage Wealth Management$318,465$113,054,954$0$113,054,954
40Parkstone Wealth Management, LLC$3,351,314$107,242,040$0$107,242,040
41Equistar Wealth Management LLC$652,147$106,952,187$0$106,952,187
42Game Plan Advisors, Inc.$119,210$100,006,802$10,680$100,017,482
43The Personal Wealth Coach$149,364$113,453,193$63,484$113,516,677
44RMG Capital Advisors$685,325$101,991,896$121,585$102,113,481
45Clintsman Financial Planning$248,369$225,055,649$214,935$225,270,584
46Fortiter Wealth Management$654,048$120,756,161$242,696$120,998,857
47Insight Wealth Partners$740,179$331,200,000$400,000$331,600,000
48Garner Asset Management Corporation$593,080$170,800,000$600,000$171,400,000
49Paragon Financial Advisors$285,885$150,504,628$728,531$151,233,159
50Sloan Wealth Management$1,937,415$405,378,653$1,478,456$406,857,109
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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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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 amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount 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) not one who is an insurance company or agency.

Database last updated on June 6, 2016.