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
4Bonner & Smith$153,184$118,870,722$0$118,870,722
5Wealthstar Advisors, LLC$155,558$217,003,964$0$217,003,964
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
8Grunden Financial Advisory, Inc.$215,572$133,870,246$0$133,870,246
9HFG Wealth Management$226,457$140,630,078$0$140,630,078
10Cultivar Capital, Inc.$230,517$128,397,709$0$128,397,709
11J.E. Simmons & Co., P.C.$242,347$117,780,868$0$117,780,868
12Cain, Watters & Associates, P.L.L.C.$243,312$1,360,116,221$0$1,360,116,221
13Clintsman Financial Planning$248,369$225,055,649$214,935$225,270,584
14Waterway Wealth Management$255,210$188,855,033$0$188,855,033
15Silicon Hills Wealth Management$257,938$125,100,000$0$125,100,000
16Heritage Financial Planning$264,976$130,368,179$0$130,368,179
17Efficient Wealth Management, LLC$269,052$200,712,995$0$200,712,995
18Briaud Financial Advisors$277,298$488,250,051$2,845,064$491,095,115
20SFMG Wealth Advisors$280,949$887,620,802$26,869,162$914,489,964
21Paragon Financial Advisors$285,885$150,504,628$728,531$151,233,159
22Beck Capital Management$294,150$247,380,307$0$247,380,307
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
25Barnett Financial, Inc.$312,186$123,746,807$4,873,707$128,620,514
26Sweetwater Financial Advisors$318,414$124,500,000$0$124,500,000
27Heritage Wealth Management$318,465$113,054,954$0$113,054,954
28Austin Asset$334,680$633,549,219$0$633,549,219
29QuadCap Wealth Management$339,353$170,355,349$0$170,355,349
30Corda Investment Management$341,440$691,000,000$11,000,000$702,000,000
31KMH Wealth Management$347,805$269,000,000$16,200,000$285,200,000
32Beacon Financial Advisors Ltd$350,412$206,386,155$3,160,036$209,546,191
33Richard P. Slaughter Associates, Inc.$358,667$368,711,469$26,181,440$394,892,909
34Lauterbach Financial Advisors, LLC$369,423$241,985,502$4,419,524$246,405,026
35M.C. Byrd Wealth Management, LLC$377,000$133,228,432$46,600,707$179,829,139
36The Financial Advisory Group, Inc.$400,369$680,627,916$0$680,627,916
37Haven Wealth Group$401,055$152,000,000$0$152,000,000
38Adell Harriman & Carpenter$401,894$583,147,682$0$583,147,682
39Diesslin & Associates Inc$406,353$530,000,000$212,000,000$742,000,000
40Lifeway Financial Corporation$409,774$143,011,256$0$143,011,256
41Horizon Advisors$415,518$179,454,308$19,578,689$199,032,997
42PartnersInWealth, Inc$415,575$195,926,877$95,806,469$291,733,346
43Focus Wealth Advisors$416,162$110,178,147$14,670,495$124,848,642
44True North Advisors$417,847$1,060,938,641$117,807,389$1,178,746,030
45Sather Financial Group, Inc.$425,366$389,628,513$29,356,782$418,985,295
46The Watchman Group, Inc.$427,367$172,656,184$0$172,656,184
47Camden Wealth Advisors LLC$431,251$144,877,875$2,609,956$147,487,831
48WJ Interests$454,034$242,000,000$0$242,000,000
49Beaird Harris$464,601$742,968,018$44,066,649$787,034,667
50Retirement Advisors Of America$474,629$1,803,723,317$62,043,265$1,865,766,582
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Showing 1 to 50 of 98 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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 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 June 6, 2016.