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
1Barnett Financial Inc.$291,874$92,515,803$8,472,707$100,988,510
2Charles D. Jones Capital Management Inc.$1,507,463$96,000,000$5,000,000$101,000,000
3Grunden Financial Advisory Inc.$246,040$103,829,030$0$103,829,030
4Lifeway Financial Corp.$380,370$103,840,985$0$103,840,985
5Focus Wealth Advisors$350,000$91,500,000$13,500,000$105,000,000
6HFG Wealth Management$211,473$105,313,397$0$105,313,397
7Waterloo Capital Management$252,381$84,000,000$22,000,000$106,000,000
8Parker Financial Advisors$520,883$108,864,600$0$108,864,600
9RMG Capital Advisors$690,621$112,439,583$131,585$112,571,168
10Sawtelle Financial Management$167,155$114,000,000$0$114,000,000
11Riverstone Advisors$976,068$114,200,000$0$114,200,000
12Coffey Private Wealth Management$7,237,500$36,000,000$79,800,000$115,800,000
13The Watchman Group Inc.$337,854$117,911,000$0$117,911,000
14Lenihan Ginger Vallery$217,065$117,172,888$2,212,600$119,385,488
15Stegent Equity Advisors Inc.$357,860$119,380,000$861,000$120,241,000
16The Relevance Group$586,044$120,724,968$0$120,724,968
17RMDR Advisors Inc.$141,317$120,826,018$0$120,826,018
18Haven Wealth Group$1,336,842$127,000,000$0$127,000,000
19Concorde Investment Management$1,227,344$96,434,441$33,663,994$130,098,435
20Cultivar Capital Inc.$307,176$130,856,790$0$130,856,790
21Posey Capital$446,000$133,800,000$0$133,800,000
22Steward Financial Group$321,080$0$139,670,015$139,670,015
23Snowcap Capital Management$8,863,256$137,144,510$4,667,585$141,812,095
24Netting & Pace$519,329$116,690,090$25,605,949$142,296,039
25Matthew Goff Investment Advisor$492,331$136,401,016$21,637,288$158,038,304
26Beck Capital Management$368,664$160,000,000$0$160,000,000
27Act Wealth Management$640,810$160,202,601$0$160,202,601
28WJ Interests$296,161$162,000,000$0$162,000,000
29Beacon Financial Advisors $312,058$160,241,010$2,653,464$162,894,474
30New Capital Management$2,796,610$120,000,000$45,000,000$165,000,000
31LBJ Family Wealth Advisors, $3,350,000$161,500,000$6,000,000$167,500,000
32Whitley Penn Financial$104,961$154,177,867$21,422,197$175,600,064
33Palantir Capital Management$929,624$72,393,750$104,234,750$176,628,500
34Pin Oak Investment Advisors Inc.$485,014$178,000,000$0$178,000,000
35Carter Asset Management Inc.$457,900$179,954,792$0$179,954,792
36Partnersinwealth Inc.$310,230$144,407,131$43,592,409$187,999,540
37KMH Wealth Management$336,631$154,387,326$33,789,216$188,176,542
38Horizon Advisors$433,703$171,821,132$27,682,425$199,503,557
39Saddock Wealth$34,126,167$204,757,000$0$204,757,000
40Heritage Asset Advisors$229,034$195,321,608$13,557,408$208,879,016
41Sweetwater Financial Advisors$417,738$210,122,000$0$210,122,000
42Insight Wealth Partners$563,226$220,960,705$387,178$221,347,883
43Trinity Portfolio Advisors$156,021$226,854,953$0$226,854,953
44Cypress Wealth Management$1,184,202$225,460,428$3,090,579$228,551,007
45Goodman Financial Corp.$1,397,333$238,943,958$0$238,943,958
46Franklin, Parlapiano, Turner & Welch$715,390$228,485,677$22,616,381$251,102,058
47Worthpointe$190,900$259,280,672$7,406,143$266,686,815
48Caz Investments$332,417$295,180,000$2,666,000$297,846,000
49David M. Lee, P.C.$5,333,333$0$304,000,000$304,000,000
50Sather Financial Group Inc.$376,840$287,343,831$20,534,517$307,878,348
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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, 2012. (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.