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
1Eubank, Hutson & Associates$168,532$106,511,983$0$106,511,983
2Halbert Wealth Management, Inc$144,226$2,900,000$107,000,000$109,900,000
3Bonner & Smith$146,548$111,815,847$0$111,815,847
4J.E. Simmons & Co., P.C.$245,105$114,464,006$0$114,464,006
5Barnett Financial, Inc.$307,214$109,436,532$5,461,600$114,898,132
6Focus Wealth Advisors$364,679$104,000,000$13,061,873$117,061,873
7RMG Capital Advisors$738,695$117,252,403$200,032$117,452,435
8Silicon Hills Wealth Management$314,667$118,000,000$0$118,000,000
9The Personal Wealth Coach$154,978$120,683,000$44,768$120,727,768
10Heritage Financial Planning$310,628$118,710,100$4,609,213$123,319,313
11Riverstone Advisors, LLC$981,893$123,718,563$0$123,718,563
12Davis & Wehrle$469,415$39,043,017$84,882,448$123,925,465
13Bell Wealth Management Inc.$1,001,587$119,600,000$6,600,000$126,200,000
14Saddock Wealth$18,428,571$52,300,000$76,700,000$129,000,000
15HFG Wealth Management$234,280$133,305,521$0$133,305,521
16Grunden Financial Advisory, Inc.$240,481$135,871,688$0$135,871,688
17Parker Financial Advisors$555,680$136,018,125$123,365$136,141,490
18QuadCap Wealth Management$434,203$136,773,861$0$136,773,861
19Fortiter Wealth Management$780,057$139,630,202$0$139,630,202
20Cultivar Capital, Inc.$267,114$143,707,164$0$143,707,164
21Lifeway Financial Corporation$488,701$142,165,978$2,978,267$145,144,245
22Concorde Investment Management$1,337,995$112,868,850$32,972,635$145,841,485
23Stegent Equity Advisors Inc.$449,010$145,448,770$928,619$146,377,389
24Haven Wealth Group$687,865$162,336,207$0$162,336,207
25Palantir Capital Management, Ltd.$950,961$44,156,720$124,163,356$168,320,076
26The Relevance Group$745,913$171,560,076$0$171,560,076
27The Watchman Group, Inc.$430,859$172,343,608$0$172,343,608
28Steward Financial Group$299,206$175,933,313$0$175,933,313
29Snowcap Capital Management$7,674,479$176,513,012$0$176,513,012
30Netting & Pace CPAs$632,437$146,368,146$31,346,566$177,714,712
31The Goff Financial Group$566,498$175,403,488$12,107,371$187,510,859
32Waterway Wealth Management$277,476$187,851,074$0$187,851,074
33Sweetwater Financial Advisors$430,515$196,315,000$0$196,315,000
34Posey Capital$622,912$197,462,990$0$197,462,990
35Paragon Financial Advisors$412,335$198,316,009$841,591$199,157,600
36Act Wealth Management$663,320$200,322,620$0$200,322,620
37Horizon Advisors$393,217$182,974,996$20,711,518$203,686,514
38Beacon Financial Advisors Ltd$352,979$206,707,937$5,079,515$211,787,452
39T.O.S. Advisors$4,977,778$224,000,000$0$224,000,000
40Beck Capital Management$303,024$228,480,420$0$228,480,420
41New Capital Management, LP$565,755$165,004,704$64,691,666$229,696,370
42Clintsman Financial Planning$249,315$231,178,780$434,590$231,613,370
43Carter Asset Management, Inc.$516,248$234,376,656$0$234,376,656
44WJ Interests$358,589$236,669,000$0$236,669,000
45PartnersInWealth, Inc$403,345$186,933,882$52,652,933$239,586,815
46Pin Oak Investment Advisors Inc$600,000$240,000,000$0$240,000,000
47Havenshare Financial$121,100,000$0$242,200,000$242,200,000
48LBJ Family Wealth Advisors, Ltd.$3,881,538$245,500,000$6,800,000$252,300,000
49Trinity Portfolio Advisors$210,644$234,258,881$20,198,551$254,457,432
50KMH Wealth Management$369,959$252,600,000$17,100,000$269,700,000
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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.