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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 | Act Wealth Management LLC | $557,706 | $139,426,500 | N/A | $139,426,500 |
| 2 | Adell Harriman & Carpenter | $303,651 | $442,419,999 | N/A | $442,419,999 |
| 3 | Austin Asset Management Co | $364,466 | $463,236,631 | N/A | $463,236,631 |
| 4 | Beacon Financial Advisors Ltd | $307,199 | $155,245,241 | $4,191,120 | $159,436,361 |
| 5 | Beaird Harris Wealth Management Inc. | $1,884,449 | $397,618,700 | N/A | $397,618,700 |
| 6 | Beck Capital Management LLC | $197,789 | $135,000,000 | $26,000,000 | $161,000,000 |
| 7 | Briaud Financial Advisors | $263,817 | $477,113,759 | $7,517,502 | $484,631,261 |
| 8 | Budge Financial Inc. | $10,709,680 | N/A | $117,806,485 | $117,806,485 |
| 9 | Carter Asset Management Inc. | $405,836 | $157,464,288 | N/A | $157,464,288 |
| 10 | Caz Investments L.P. | $361,246 | $313,200,000 | N/A | $313,200,000 |
| 11 | Century Management | $981,311 | $1,926,314,144 | N/A | $1,926,314,144 |
| 12 | Concorde Investment Management | $1,588,235 | $96,045,515 | $31,013,270 | $127,058,785 |
| 13 | Corbin & Company | $1,921,210 | $22,138,264 | $139,243,394 | $161,381,658 |
| 14 | Cypress Wealth Management LLC | $949,610 | $177,621,342 | $2,804,619 | $180,425,961 |
| 15 | David M. LeeP.C. | $4,964,286 | N/A | $278,000,000 | $278,000,000 |
| 16 | Diesslin & Associates Inc. | $309,353 | $391,000,000 | $211,000,000 | $602,000,000 |
| 17 | Disciplined Investors LLC | $175,843 | $95,168,064 | $9,986,325 | $105,154,389 |
| 18 | Durbin Bennett Peterson Private Wealth ManagementLlp | $954,987 | $645,864,122 | $8,302,294 | $654,166,416 |
| 19 | Financial Management Professionals Inc. | $204,403 | $371,644,000 | $44,111,000 | $415,755,000 |
| 20 | FranklinTurner & Welch LLC | $629,717 | $186,801,881 | $22,264,285 | $209,066,166 |
| 21 | Galapagos PartnersL.P. | $18,603,120 | $197,810,768 | $267,267,220 | $465,077,988 |
| 22 | Goodman Financial Corporation | $1,169,073 | $215,109,442 | N/A | $215,109,442 |
| 23 | Heritage Wealth Management | $278,863 | $135,440,232 | $3,991,265 | $139,431,497 |
| 24 | Hg Capital Advisors LLC | $38,288 | $65,551,000 | $37,214,047 | $102,765,047 |
| 25 | Horizon Advisors LLC | $373,541 | $155,000,000 | $37,000,000 | $192,000,000 |
| 26 | Howard Financial ServicesLtd. | $2,061,336 | $457,287,764 | $272,425,260 | $729,713,024 |
| 27 | Insight Wealth Partners | $147,578 | $200,783,810 | $364,790 | $201,148,600 |
| 28 | Investors Asset Management Inc. | $349,368 | $179,575,005 | N/A | $179,575,005 |
| 29 | King Investment Advisors Inc. | $1,189,381 | $403,270,817 | $7,065,705 | $410,336,522 |
| 30 | Kmh Wealth Management LLC | $322,874 | $144,400,000 | $15,100,000 | $159,500,000 |
| 31 | Lbj Family Wealth AdvisorsLtd. | $3,975,000 | $154,000,000 | $5,000,000 | $159,000,000 |
| 32 | Ld Lowe Wealth Advisory | $324,706 | $125,000,000 | $13,000,000 | $138,000,000 |
| 33 | Lee Financial Corp | $718,868 | $803,090,025 | $94,057,424 | $897,147,449 |
| 34 | Matterhorn Capital Management LLC | $631,358 | $230,445,655 | N/A | $230,445,655 |
| 35 | Matthew Goff Investment Advisor LLC | $1,031,744 | $92,970,817 | $11,235,357 | $104,206,174 |
| 36 | Netting & Pace Inc.orporated | $477,895 | $103,416,529 | $24,659,323 | $128,075,852 |
| 37 | New Capital ManagementLp | $644,444 | $100,000,000 | $45,000,000 | $145,000,000 |
| 38 | Paragon Financial Advisors | $484,783 | $157,676,396 | $847,678 | $158,524,074 |
| 39 | Paratus Financial Inc. | $692,308 | $100,000,000 | $800,000,000 | $900,000,000 |
| 40 | Partnersinwealth Inc. | $289,397 | $119,356,514 | $47,914,779 | $167,271,293 |
| 41 | Patriot Wealth Management Inc. | $772,207 | $819,151,853 | $23,326,492 | $842,478,345 |
| 42 | Paul Comstock Partners | $11,531,577 | N/A | $1,625,952,379 | $1,625,952,379 |
| 43 | Pin Oak Investment Advisors Inc. | $1,355,932 | $160,000,000 | N/A | $160,000,000 |
| 44 | Posey Capital | $440,000 | $110,000,000 | N/A | $110,000,000 |
| 45 | Price Wealth Management Inc. | $40,569,019 | $612,212,271 | $158,599,096 | $770,811,367 |
| 46 | Rench & Muir Financial Advisors Inc. | $203,212 | $217,734,332 | $8,440,131 | $226,174,463 |
| 47 | Retirement Advisors Of America | $478,021 | $1,473,958,548 | $56,187,102 | $1,530,145,650 |
| 48 | Richard P. Slaughter Associates Inc. | $230,385 | $262,521,645 | $7,259,076 | $269,780,721 |
| 49 | Rmg Capital Advisors LLC | $653,397 | $104,475,055 | $68,465 | $104,543,520 |
| 50 | RobertsonGriege & ThoeleFinancial Advisors | $576,923 | $1,500,000,000 | N/A | $1,500,000,000 |
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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 November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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.