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
1Halbert Wealth Management, Inc$131,586$2,400,000$98,000,000$100,400,000
2Eubank, Hutson & Associates$303,866$100,883,554$0$100,883,554
3Saddock Wealth$34,100,000$41,600,000$60,700,000$102,300,000
4J.E. Simmons & Co., P.C.$240,378$103,362,716$0$103,362,716
5Silicon Hills Wealth Management$271,019$104,071,176$0$104,071,176
6The Personal Wealth Coach$139,779$106,737,201$54,121$106,791,322
7Barnett Financial, Inc.$299,392$100,334,661$6,847,664$107,182,325
8Focus Wealth Advisors$346,144$94,101,577$13,895,344$107,996,921
9Bell Wealth Management Inc.$976,316$105,600,000$5,700,000$111,300,000
10RMG Capital Advisors$699,262$112,430,170$151,002$112,581,172
11Lifeway Financial Corporation$383,428$113,878,025$0$113,878,025
12Heritage Financial Planning$324,520$25,132,576$89,098,415$114,230,991
13QuadCap Wealth Management$462,686$122,611,754$0$122,611,754
14HFG Wealth Management$235,592$124,863,569$0$124,863,569
15Riverstone Advisors, LLC$1,097,621$125,128,822$0$125,128,822
16Parker Financial Advisors$553,230$126,017,771$118,568$126,136,339
17Grunden Financial Advisory, Inc.$251,535$127,025,319$0$127,025,319
18Stegent Equity Advisors Inc.$394,229$134,365,220$855,216$135,220,436
19Cultivar Capital, Inc.$281,012$144,721,000$0$144,721,000
20Concorde Investment Management$1,356,261$115,560,290$30,915,854$146,476,144
21The Relevance Group$675,217$147,197,308$0$147,197,308
22The Watchman Group, Inc.$413,089$155,235,085$86,368$155,321,453
23Steward Financial Group$312,229$159,549,244$0$159,549,244
24Waterway Wealth Management$299,845$160,117,047$0$160,117,047
25The Goff Financial Group$484,906$149,273,690$13,654,665$162,928,355
26Netting & Pace CPAs$591,624$133,535,722$31,527,414$165,063,136
27Snowcap Capital Management$7,707,409$169,563,000$0$169,563,000
28Posey Capital$553,398$171,000,000$0$171,000,000
29Clintsman Financial Planning$196,791$177,052,314$2,421,490$179,473,804
30Haven Wealth Group$793,983$184,998,000$0$184,998,000
31Act Wealth Management$658,724$189,712,425$0$189,712,425
32Beacon Financial Advisors Ltd$338,173$184,358,497$6,709,519$191,068,016
33Palantir Capital Management, Ltd.$986,559$75,239,641$120,099,039$195,338,680
34Beck Capital Management$296,296$200,000,000$0$200,000,000
35Pin Oak Investment Advisors Inc$512,500$205,000,000$0$205,000,000
36New Capital Management, LP$585,714$150,000,000$55,000,000$205,000,000
37WJ Interests$360,627$207,000,000$0$207,000,000
38PartnersInWealth, Inc$336,957$156,404,365$51,835,205$208,239,570
39Sweetwater Financial Advisors$421,953$213,508,000$0$213,508,000
40Carter Asset Management, Inc.$506,745$218,406,963$0$218,406,963
41T.O.S. Advisors$4,866,667$219,000,000$0$219,000,000
42KMH Wealth Management$370,101$205,654,876$17,516,041$223,170,917
43Trinity Portfolio Advisors$151,298$227,865,271$1,200,000$229,065,271
44Horizon Advisors$466,667$208,000,000$23,000,000$231,000,000
45Whitley Penn Financial, L.L.P.$123,036$215,513,164$24,283,146$239,796,310
46LBJ Family Wealth Advisors, Ltd.$4,230,508$243,000,000$6,600,000$249,600,000
47Insight Wealth Partners$652,341$263,761,767$436,316$264,198,083
48Goodman Financial Corporation$1,613,230$291,994,660$0$291,994,660
49Worthpointe$259,684$295,587,541$9,281,604$304,869,145
50King Investment Advisors, Inc.$690,206$320,408,901$10,199,881$330,608,782
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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.