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$896,572$1,681,073,396$0$1,681,073,396
2Frontier Investment Management Co$696,871$1,463,428,143$0$1,463,428,143
3Covenant Multi-Family Offices$1,625,271$1,272,587,000$0$1,272,587,000
4Tanglewood Wealth Management, Inc.$887,213$844,627,000$0$844,627,000
5Gerald L. Ray & Associates$1,158,093$781,712,622$0$781,712,622
6The Financial Advisory Group, Inc.$443,171$714,834,744$0$714,834,744
7Austin Asset$445,714$624,000,000$0$624,000,000
8Adell Harriman & Carpenter$435,390$598,660,906$0$598,660,906
9Goodman Financial Corporation$1,521,569$305,835,331$0$305,835,331
10Pin Oak Investment Advisors Inc$600,000$240,000,000$0$240,000,000
11WJ Interests$358,589$236,669,000$0$236,669,000
12Carter Asset Management, Inc.$516,248$234,376,656$0$234,376,656
13Beck Capital Management$303,024$228,480,420$0$228,480,420
14T.O.S. Advisors$4,977,778$224,000,000$0$224,000,000
15Act Wealth Management$663,320$200,322,620$0$200,322,620
16Posey Capital$622,912$197,462,990$0$197,462,990
17Sweetwater Financial Advisors$430,515$196,315,000$0$196,315,000
18Waterway Wealth Management$277,476$187,851,074$0$187,851,074
19Snowcap Capital Management$7,674,479$176,513,012$0$176,513,012
20Steward Financial Group$299,206$175,933,313$0$175,933,313
21The Watchman Group, Inc.$430,859$172,343,608$0$172,343,608
22The Relevance Group$745,913$171,560,076$0$171,560,076
23Haven Wealth Group$687,865$162,336,207$0$162,336,207
24Cultivar Capital, Inc.$267,114$143,707,164$0$143,707,164
25Fortiter Wealth Management$780,057$139,630,202$0$139,630,202
26QuadCap Wealth Management$434,203$136,773,861$0$136,773,861
27Grunden Financial Advisory, Inc.$240,481$135,871,688$0$135,871,688
28HFG Wealth Management$234,280$133,305,521$0$133,305,521
29Riverstone Advisors, LLC$981,893$123,718,563$0$123,718,563
30Silicon Hills Wealth Management$314,667$118,000,000$0$118,000,000
31J.E. Simmons & Co., P.C.$245,105$114,464,006$0$114,464,006
32Bonner & Smith$146,548$111,815,847$0$111,815,847
33Eubank, Hutson & Associates$168,532$106,511,983$0$106,511,983
34The Personal Wealth Coach$154,978$120,683,000$44,768$120,727,768
35Parker Financial Advisors$555,680$136,018,125$123,365$136,141,490
36RMG Capital Advisors$738,695$117,252,403$200,032$117,452,435
37Clintsman Financial Planning$249,315$231,178,780$434,590$231,613,370
38Insight Wealth Partners$695,985$298,124,186$453,201$298,577,387
39Stratford Consulting$668,765$402,083,349$513,005$402,596,354
40Paragon Financial Advisors$412,335$198,316,009$841,591$199,157,600
41Stegent Equity Advisors Inc.$449,010$145,448,770$928,619$146,377,389
42Lifeway Financial Corporation$488,701$142,165,978$2,978,267$145,144,245
43Chilton Capital Management$932,104$1,297,185,381$3,099,607$1,300,284,988
44Briaud Financial Advisors$286,650$499,466,792$4,463,132$503,929,924
45Heritage Financial Planning$310,628$118,710,100$4,609,213$123,319,313
46Beacon Financial Advisors Ltd$352,979$206,707,937$5,079,515$211,787,452
47Barnett Financial, Inc.$307,214$109,436,532$5,461,600$114,898,132
48Bell Wealth Management Inc.$1,001,587$119,600,000$6,600,000$126,200,000
49LBJ Family Wealth Advisors, Ltd.$3,881,538$245,500,000$6,800,000$252,300,000
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Showing 1 to 50 of 93 entries

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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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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) nor one who is an insurance company or agency.

Database last updated on June 11, 2015.