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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.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 1 | Whitley Penn Financial L.LP | $104,961 | $154,177,867 | $21,422,197 | $175,600,064 |
| 2 | Trovena Investment Advisors | $151,447 | $156,858,257 | $6,250,452 | $163,108,709 |
| 3 | Trinity Portfolio Advisors LLC | $156,021 | $226,854,953 | $0 | $226,854,953 |
| 4 | Sawtelle Financial Management LLC | $167,155 | $114,000,000 | $0 | $114,000,000 |
| 5 | HFG Wealth Management LLC | $211,473 | $105,313,397 | $0 | $105,313,397 |
| 6 | Financial Management Professionals Inc. | $232,599 | $414,669,000 | $52,157,000 | $466,826,000 |
| 7 | Cain Watters & Associates P.LLC | $234,766 | $0 | $1,166,785,842 | $1,166,785,842 |
| 8 | Grunden Financial Advisory Inc. | $246,040 | $103,829,030 | $0 | $103,829,030 |
| 9 | Waterloo Capital Management | $252,381 | $84,000,000 | $22,000,000 | $106,000,000 |
| 10 | Briaud Financial Advisors | $271,890 | $479,280,854 | $3,867,759 | $483,148,613 |
| 11 | Barnett Financial Inc. | $291,874 | $92,515,803 | $8,472,707 | $100,988,510 |
| 12 | WJ Interests LLC | $296,161 | $162,000,000 | $0 | $162,000,000 |
| 13 | SFMG Wealth Advisors | $298,264 | $553,110,933 | $1,362,570 | $554,473,503 |
| 14 | Richard P. Slaughter Associates Inc. | $304,024 | $289,729,348 | $19,463,023 | $309,192,371 |
| 15 | Adell Harriman & Carpenter | $304,809 | $455,079,829 | $0 | $455,079,829 |
| 16 | Cultivar Capital Inc. | $307,176 | $130,856,790 | $0 | $130,856,790 |
| 17 | Partnersinwealth Inc. | $310,230 | $144,407,131 | $43,592,409 | $187,999,540 |
| 18 | Beacon Financial Advisors Ltd. | $312,058 | $160,241,010 | $2,653,464 | $162,894,474 |
| 19 | Steward Financial Group LLC | $321,080 | $0 | $139,670,015 | $139,670,015 |
| 20 | Caz Investments LP | $332,417 | $295,180,000 | $2,666,000 | $297,846,000 |
| 21 | Diesslin & Associates Inc. | $332,818 | $428,000,000 | $218,000,000 | $646,000,000 |
| 22 | Beck Capital Management LLC | $334,112 | $143,000,000 | $0 | $143,000,000 |
| 23 | KMH Wealth Management LLC | $336,631 | $154,387,326 | $33,789,216 | $188,176,542 |
| 24 | The Watchman Group Inc. | $337,854 | $117,911,000 | $0 | $117,911,000 |
| 25 | Stegent Equity Advisors Inc. | $357,860 | $119,380,000 | $861,000 | $120,241,000 |
| 26 | Sather Financial Group Inc. | $376,840 | $287,343,831 | $20,534,517 | $307,878,348 |
| 27 | Lifeway Financial Corp. | $380,370 | $103,840,985 | $0 | $103,840,985 |
| 28 | Austin Asset | $389,611 | $490,131,000 | $0 | $490,131,000 |
| 29 | True North Advisors LLC | $407,893 | $869,302,678 | $183,468,866 | $1,052,771,544 |
| 30 | Sweetwater Financial Advisors LLC | $417,738 | $210,122,000 | $0 | $210,122,000 |
| 31 | Horizon Advisors LLC | $433,703 | $171,821,132 | $27,682,425 | $199,503,557 |
| 32 | Posey Capital | $446,000 | $133,800,000 | $0 | $133,800,000 |
| 33 | The Financial Advisory Group Inc. | $446,402 | $560,234,452 | $0 | $560,234,452 |
| 34 | Carter Asset Management Inc. | $457,900 | $179,954,792 | $0 | $179,954,792 |
| 35 | Pin Oak Investment Advisors Inc. | $485,014 | $178,000,000 | $0 | $178,000,000 |
| 36 | Retirement Advisors of America | $497,419 | $1,545,709,248 | $61,947,991 | $1,607,657,239 |
| 37 | Sloan Wealth Management LLC | $508,263 | $375,786,740 | $1,344,484 | $377,131,224 |
| 38 | Netting & Pace | $519,329 | $116,690,090 | $25,605,949 | $142,296,039 |
| 39 | Frontier Investment Management Co. | $556,359 | $999,220,660 | $0 | $999,220,660 |
| 40 | Insight Wealth Partners | $563,226 | $220,960,705 | $387,178 | $221,347,883 |
| 41 | Stratford Consulting LLC | $581,081 | $343,521,732 | $6,870,093 | $350,391,825 |
| 42 | The Relevance Group | $586,044 | $120,724,968 | $0 | $120,724,968 |
| 43 | Act Wealth Management LLC | $640,810 | $160,202,601 | $0 | $160,202,601 |
| 44 | Rmg Capital Advisors LLC | $690,621 | $112,439,583 | $131,585 | $112,571,168 |
| 45 | Franklin Parlapiano Turner & Welch LLC | $715,390 | $228,485,677 | $22,616,381 | $251,102,058 |
| 46 | Patriot Wealth Management Inc. | $725,752 | $1,013,221,051 | $85,568,210 | $1,098,789,261 |
| 47 | Paratus Financial Inc. | $742,759 | $130,000,000 | $947,000,000 | $1,077,000,000 |
| 48 | Lee Financial Corp. | $749,885 | $856,409,570 | $112,441,238 | $968,850,808 |
| 49 | Robertson Griege & Thoele Financial Advisors | $773,492 | $1,970,000,000 | $236,000,000 | $2,206,000,000 |
| 50 | South Texas Money Management Ltd. | $856,736 | $1,728,134,542 | $121,559,351 | $1,849,693,893 |
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*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.