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
1Game Plan Advisors, Inc.$119,210$100,006,802$10,680$100,017,482
2Halbert Wealth Management, Inc$145,827$5,600,000$97,500,000$103,100,000
3The Personal Wealth Coach$149,364$113,453,193$63,484$113,516,677
4Wealthstar Advisors, LLC$155,558$217,003,964$0$217,003,964
5Bonner & Smith$161,482$123,533,797$0$123,533,797
6Trinity Portfolio Advisors$200,235$181,835,242$19,600,846$201,436,088
7Eubank, Hutson & Associates, LLC$214,248$105,409,295$4,500,000$109,909,295
8HFG Wealth Management$226,457$140,630,078$0$140,630,078
9Cultivar Capital, Inc.$230,517$128,397,709$0$128,397,709
10Grunden Financial Advisory, Inc.$231,649$143,854,015$0$143,854,015
11J.E. Simmons & Co., P.C.$242,347$117,780,868$0$117,780,868
12Cain, Watters & Associates, PLLC$243,312$1,360,116,221$0$1,360,116,221
13Pauley Financial$248,062$5,494,968$102,908,290$108,403,258
14Clintsman Financial Planning$248,369$225,055,649$214,935$225,270,584
15Waterway Wealth Management$255,210$188,855,033$0$188,855,033
16Silicon Hills Wealth Management$257,938$125,100,000$0$125,100,000
17Worthpointe$260,776$399,660,000$10,540,000$410,200,000
18Heritage Financial Planning$264,976$130,368,179$0$130,368,179
19Efficient Wealth Management, LLC$269,052$200,712,995$0$200,712,995
20Briaud Financial Advisors$277,298$488,250,051$2,845,064$491,095,115
21SFMG Wealth Advisors$280,949$887,620,802$26,869,162$914,489,964
22Paragon Financial Advisors$285,885$150,504,628$728,531$151,233,159
23Steward Financial Group$300,047$189,029,299$0$189,029,299
24McGowan Group Asset Management$303,372$514,924,829$11,121,675$526,046,504
25Beck Capital Management$306,712$253,650,746$0$253,650,746
26Barnett Financial, Inc.$312,186$123,746,807$4,873,707$128,620,514
27Sweetwater Financial Advisors$318,414$124,500,000$0$124,500,000
28Heritage Wealth Management$318,465$113,054,954$0$113,054,954
29Austin Asset$334,680$633,549,219$0$633,549,219
30QuadCap Wealth Management$339,353$170,355,349$0$170,355,349
31Corda Investment Management$341,440$691,000,000$11,000,000$702,000,000
32KMH Wealth Management$347,805$269,000,000$16,200,000$285,200,000
33Beacon Financial Advisors Ltd$350,412$206,386,155$3,160,036$209,546,191
34Richard P. Slaughter Associates, Inc.$358,667$368,711,469$26,181,440$394,892,909
35Lauterbach Financial Advisors, LLC$369,423$241,985,502$4,419,524$246,405,026
36M.C. Byrd Wealth Management, LLC$377,000$133,228,432$46,600,707$179,829,139
37The Financial Advisory Group, Inc.$400,369$680,627,916$0$680,627,916
38Haven Wealth Group$401,055$152,000,000$0$152,000,000
39Adell Harriman & Carpenter$401,894$583,147,682$0$583,147,682
40Diesslin & Associates Inc$406,353$530,000,000$212,000,000$742,000,000
41Lifeway Financial Corporation$409,774$143,011,256$0$143,011,256
42Horizon Advisors$415,518$179,454,308$19,578,689$199,032,997
43PartnersInWealth, Inc$415,575$195,926,877$95,806,469$291,733,346
44Focus Wealth Advisors$416,162$110,178,147$14,670,495$124,848,642
45True North Advisors$417,847$1,060,938,641$117,807,389$1,178,746,030
46Sather Financial Group, Inc.$425,366$389,628,513$29,356,782$418,985,295
47The Watchman Group, Inc.$427,367$172,656,184$0$172,656,184
48Camden Wealth Advisors LLC$431,251$144,877,875$2,609,956$147,487,831
49WJ Interests$454,034$242,000,000$0$242,000,000
50Beaird Harris$464,601$742,968,018$44,066,649$787,034,667
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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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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) not one who is an insurance company or agency.

Database last updated on December 5, 2016.