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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Century Management$1,065,774$2,039,890,498$0$2,039,890,498
2Covenant Multi-Family Offices$1,199,118$1,341,813,000$0$1,341,813,000
3Frontier Investment Management Co$624,278$1,188,626,068$0$1,188,626,068
4Tanglewood Wealth Management, Inc.$908,738$791,510,817$0$791,510,817
5The Financial Advisory Group, Inc.$344,044$672,950,019$0$672,950,019
6Austin Asset$410,311$575,255,927$0$575,255,927
7Adell Harriman & Carpenter$422,715$528,394,298$0$528,394,298
8Goodman Financial Corporation$1,613,230$291,994,660$0$291,994,660
9T.O.S. Advisors$4,866,667$219,000,000$0$219,000,000
10Carter Asset Management, Inc.$506,745$218,406,963$0$218,406,963
11Sweetwater Financial Advisors$421,953$213,508,000$0$213,508,000
12WJ Interests$360,627$207,000,000$0$207,000,000
13Pin Oak Investment Advisors Inc$512,500$205,000,000$0$205,000,000
14Beck Capital Management$296,296$200,000,000$0$200,000,000
15Act Wealth Management$658,724$189,712,425$0$189,712,425
16Haven Wealth Group$793,983$184,998,000$0$184,998,000
17Posey Capital$553,398$171,000,000$0$171,000,000
18Snowcap Capital Management$7,707,409$169,563,000$0$169,563,000
19Waterway Wealth Management$299,845$160,117,047$0$160,117,047
20Steward Financial Group$312,229$159,549,244$0$159,549,244
21The Relevance Group$675,217$147,197,308$0$147,197,308
22Cultivar Capital, Inc.$281,012$144,721,000$0$144,721,000
23Sawtelle Financial Management$177,488$137,730,633$0$137,730,633
24Grunden Financial Advisory, Inc.$251,535$127,025,319$0$127,025,319
25HFG Wealth Management$235,592$124,863,569$0$124,863,569
26QuadCap Wealth Management$462,686$122,611,754$0$122,611,754
27Lifeway Financial Corporation$383,428$113,878,025$0$113,878,025
28J.E. Simmons & Co., P.C.$240,378$103,362,716$0$103,362,716
29Eubank, Hutson & Associates$303,866$100,883,554$0$100,883,554
30The Personal Wealth Coach$139,779$106,737,201$54,121$106,791,322
31The Watchman Group, Inc.$413,089$155,235,085$86,368$155,321,453
32Parker Financial Advisors$553,230$126,017,771$118,568$126,136,339
33RMG Capital Advisors$699,262$112,430,170$151,002$112,581,172
34Insight Wealth Partners$652,341$263,761,767$436,316$264,198,083
35Stratford Consulting$697,550$365,694,961$518,907$366,213,868
36SFMG Wealth Advisors$1,814,298$717,900,689$561,342$718,462,031
37Stegent Equity Advisors Inc.$394,229$134,365,220$855,216$135,220,436
38Trinity Portfolio Advisors$151,298$227,865,271$1,200,000$229,065,271
39Sloan Wealth Management$668,555$450,503,756$1,439,739$451,943,495
40Clintsman Financial Planning$196,791$177,052,314$2,421,490$179,473,804
41Chilton Capital Management$909,781$1,180,751,337$2,874,341$1,183,625,678
42Briaud Financial Advisors$267,608$468,089,880$3,703,502$471,793,382
43Bell Wealth Management Inc.$976,316$105,600,000$5,700,000$111,300,000
44LBJ Family Wealth Advisors, Ltd.$4,230,508$243,000,000$6,600,000$249,600,000
45Beacon Financial Advisors Ltd$338,173$184,358,497$6,709,519$191,068,016
46Barnett Financial, Inc.$299,392$100,334,661$6,847,664$107,182,325
47Worthpointe$259,684$295,587,541$9,281,604$304,869,145
48King Investment Advisors, Inc.$690,206$320,408,901$10,199,881$330,608,782
49Lee Financial Corp$790,829$1,028,653,448$11,286,624$1,039,940,072
50Fiduciary Financial Services Of The Southwest Inc$530,297$364,876,907$12,164,480$377,041,387
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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, 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.