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
1Whitley Penn Financial$104,961$154,177,867$21,422,197$175,600,064
2RMDR Advisors Inc.$141,317$120,826,018$0$120,826,018
3Trinity Portfolio Advisors$156,021$226,854,953$0$226,854,953
4Sawtelle Financial Management$167,155$114,000,000$0$114,000,000
5Worthpointe$190,900$259,280,672$7,406,143$266,686,815
6HFG Wealth Management$211,473$105,313,397$0$105,313,397
7Lenihan Ginger Vallery$217,065$117,172,888$2,212,600$119,385,488
8Heritage Asset Advisors$229,034$195,321,608$13,557,408$208,879,016
9Financial Management Professionals Inc.$232,599$414,669,000$52,157,000$466,826,000
10Cain, Watters & Associates$234,766$0$1,166,785,842$1,166,785,842
11Grunden Financial Advisory Inc.$246,040$103,829,030$0$103,829,030
12Waterloo Capital Management$252,381$84,000,000$22,000,000$106,000,000
13Briaud Financial Advisors$271,890$479,280,854$3,867,759$483,148,613
14Barnett Financial Inc.$291,874$92,515,803$8,472,707$100,988,510
15WJ Interests$296,161$162,000,000$0$162,000,000
16SFMG Wealth Advisors$298,264$553,110,933$1,362,570$554,473,503
17Richard P. Slaughter Associates Inc.$304,024$289,729,348$19,463,023$309,192,371
18Adell Harriman & Carpenter$304,809$455,079,829$0$455,079,829
19Cultivar Capital Inc.$307,176$130,856,790$0$130,856,790
20Partnersinwealth Inc.$310,230$144,407,131$43,592,409$187,999,540
21Beacon Financial Advisors $312,058$160,241,010$2,653,464$162,894,474
22Steward Financial Group$321,080$0$139,670,015$139,670,015
23Caz Investments$332,417$295,180,000$2,666,000$297,846,000
24KMH Wealth Management$336,631$154,387,326$33,789,216$188,176,542
25The Watchman Group Inc.$337,854$117,911,000$0$117,911,000
26Focus Wealth Advisors$350,000$91,500,000$13,500,000$105,000,000
27Stegent Equity Advisors Inc.$357,860$119,380,000$861,000$120,241,000
28Beck Capital Management$368,664$160,000,000$0$160,000,000
29Sather Financial Group Inc.$376,840$287,343,831$20,534,517$307,878,348
30Lifeway Financial Corp.$380,370$103,840,985$0$103,840,985
31Austin Asset$389,611$490,131,000$0$490,131,000
32True North Advisors$407,893$869,302,678$183,468,866$1,052,771,544
33Sweetwater Financial Advisors$417,738$210,122,000$0$210,122,000
34Horizon Advisors$433,703$171,821,132$27,682,425$199,503,557
35Posey Capital$446,000$133,800,000$0$133,800,000
36The Financial Advisory Group Inc.$446,402$560,234,452$0$560,234,452
37Carter Asset Management Inc.$457,900$179,954,792$0$179,954,792
38Pin Oak Investment Advisors Inc.$485,014$178,000,000$0$178,000,000
39Matthew Goff Investment Advisor$492,331$136,401,016$21,637,288$158,038,304
40Retirement Advisors of America$497,419$1,545,709,248$61,947,991$1,607,657,239
41Netting & Pace$519,329$116,690,090$25,605,949$142,296,039
42Parker Financial Advisors$520,883$108,864,600$0$108,864,600
43Sloan Wealth Management$538,004$407,493,346$1,389,816$408,883,162
44Frontier Investment Management Co.$556,359$999,220,660$0$999,220,660
45Insight Wealth Partners$563,226$220,960,705$387,178$221,347,883
46Stratford Consulting$581,081$343,521,732$6,870,093$350,391,825
47The Relevance Group$586,044$120,724,968$0$120,724,968
48Act Wealth Management$640,810$160,202,601$0$160,202,601
49RMG Capital Advisors$690,621$112,439,583$131,585$112,571,168
50Franklin, Parlapiano, Turner & Welch$715,390$228,485,677$22,616,381$251,102,058
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Showing 1 to 50 of 78 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 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.