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$1,065,774$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$481,151$640,412,130$0$640,412,130
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
23Grunden Financial Advisory, Inc.$251,535$127,025,319$0$127,025,319
24Riverstone Advisors, LLC$1,097,621$125,128,822$0$125,128,822
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
28Silicon Hills Wealth Management$271,019$104,071,176$0$104,071,176
29J.E. Simmons & Co., P.C.$240,378$103,362,716$0$103,362,716
30Eubank, Hutson & Associates$303,866$100,883,554$0$100,883,554
31The Personal Wealth Coach$139,779$106,737,201$54,121$106,791,322
32The Watchman Group, Inc.$413,089$155,235,085$86,368$155,321,453
33Parker Financial Advisors$553,230$126,017,771$118,568$126,136,339
34RMG Capital Advisors$699,262$112,430,170$151,002$112,581,172
35Insight Wealth Partners$652,341$263,761,767$436,316$264,198,083
36Stratford Consulting$697,550$365,694,961$518,907$366,213,868
37SFMG Wealth Advisors$1,814,298$717,900,689$561,342$718,462,031
38Stegent Equity Advisors Inc.$394,229$134,365,220$855,216$135,220,436
39Trinity Portfolio Advisors$151,298$227,865,271$1,200,000$229,065,271
40Sloan Wealth Management$668,555$450,503,756$1,439,739$451,943,495
41Clintsman Financial Planning$196,791$177,052,314$2,421,490$179,473,804
42Chilton Capital Management$909,781$1,180,751,337$2,874,341$1,183,625,678
43Briaud Financial Advisors$267,608$468,089,880$3,703,502$471,793,382
44Bell Wealth Management Inc.$976,316$105,600,000$5,700,000$111,300,000
45LBJ Family Wealth Advisors, Ltd.$4,230,508$243,000,000$6,600,000$249,600,000
46Beacon Financial Advisors Ltd$338,173$184,358,497$6,709,519$191,068,016
47Barnett Financial, Inc.$299,392$100,334,661$6,847,664$107,182,325
48Worthpointe$259,684$295,587,541$9,281,604$304,869,145
49King Investment Advisors, Inc.$690,206$320,408,901$10,199,881$330,608,782
50Lee Financial Corp$790,829$1,028,653,448$11,286,624$1,039,940,072
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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.