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
5The Personal Wealth Coach$139,779$106,737,201$54,121$106,791,322
6Barnett Financial, Inc.$299,392$100,334,661$6,847,664$107,182,325
7Focus Wealth Advisors$346,144$94,101,577$13,895,344$107,996,921
8Bell Wealth Management Inc.$976,316$105,600,000$5,700,000$111,300,000
9RMG Capital Advisors$699,262$112,430,170$151,002$112,581,172
10Lifeway Financial Corporation$383,428$113,878,025$0$113,878,025
11QuadCap Wealth Management$462,686$122,611,754$0$122,611,754
12HFG Wealth Management$235,592$124,863,569$0$124,863,569
13Parker Financial Advisors$553,230$126,017,771$118,568$126,136,339
14Grunden Financial Advisory, Inc.$251,535$127,025,319$0$127,025,319
15Stegent Equity Advisors Inc.$394,229$134,365,220$855,216$135,220,436
16Sawtelle Financial Management$177,488$137,730,633$0$137,730,633
17Cultivar Capital, Inc.$281,012$144,721,000$0$144,721,000
18Concorde Investment Management$1,356,261$115,560,290$30,915,854$146,476,144
19The Relevance Group$675,217$147,197,308$0$147,197,308
20The Watchman Group, Inc.$413,089$155,235,085$86,368$155,321,453
21Steward Financial Group$312,229$159,549,244$0$159,549,244
22Waterway Wealth Management$299,845$160,117,047$0$160,117,047
23The Goff Financial Group$484,906$149,273,690$13,654,665$162,928,355
24Netting & Pace CPAs$591,624$133,535,722$31,527,414$165,063,136
25Snowcap Capital Management$7,707,409$169,563,000$0$169,563,000
26Posey Capital$553,398$171,000,000$0$171,000,000
27Clintsman Financial Planning$196,791$177,052,314$2,421,490$179,473,804
28Haven Wealth Group$793,983$184,998,000$0$184,998,000
29Act Wealth Management$658,724$189,712,425$0$189,712,425
30Beacon Financial Advisors Ltd$338,173$184,358,497$6,709,519$191,068,016
31Palantir Capital Management, Ltd.$986,559$75,239,641$120,099,039$195,338,680
32Beck Capital Management$296,296$200,000,000$0$200,000,000
33Pin Oak Investment Advisors Inc$512,500$205,000,000$0$205,000,000
34New Capital Management, LP$585,714$150,000,000$55,000,000$205,000,000
35WJ Interests$360,627$207,000,000$0$207,000,000
36PartnersInWealth, Inc$336,957$156,404,365$51,835,205$208,239,570
37Sweetwater Financial Advisors$421,953$213,508,000$0$213,508,000
38Carter Asset Management, Inc.$506,745$218,406,963$0$218,406,963
39T.O.S. Advisors$4,866,667$219,000,000$0$219,000,000
40KMH Wealth Management$370,101$205,654,876$17,516,041$223,170,917
41Trinity Portfolio Advisors$151,298$227,865,271$1,200,000$229,065,271
42Horizon Advisors$466,667$208,000,000$23,000,000$231,000,000
43Whitley Penn Financial, L.L.P.$123,036$215,513,164$24,283,146$239,796,310
44LBJ Family Wealth Advisors, Ltd.$4,230,508$243,000,000$6,600,000$249,600,000
45Insight Wealth Partners$652,341$263,761,767$436,316$264,198,083
46Goodman Financial Corporation$1,613,230$291,994,660$0$291,994,660
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
49Franklin, Parlapiano, Turner & Welch$828,865$310,304,892$21,241,021$331,545,913
50Sather Financial Group, Inc.$425,465$332,763,006$28,882,133$361,645,139
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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.