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
1Act Wealth Management$640,810$160,202,601$0$160,202,601
2Adell Harriman & Carpenter$304,809$455,079,829$0$455,079,829
3Austin Asset$389,611$490,131,000$0$490,131,000
4Barnett Financial Inc.$291,874$92,515,803$8,472,707$100,988,510
5Beacon Financial Advisors $312,058$160,241,010$2,653,464$162,894,474
6Beaird Harris Wealth Management Inc.$2,163,628$525,761,724$0$525,761,724
7Beck Capital Management$368,664$160,000,000$0$160,000,000
8Briaud Financial Advisors$271,890$479,280,854$3,867,759$483,148,613
9Cain, Watters & Associates$234,766$0$1,166,785,842$1,166,785,842
10Carter Asset Management Inc.$457,900$179,954,792$0$179,954,792
11Caz Investments$332,417$295,180,000$2,666,000$297,846,000
12Century Management$1,040,701$1,966,925,000$0$1,966,925,000
13Charles D. Jones Capital Management Inc.$1,507,463$96,000,000$5,000,000$101,000,000
14Coffey Private Wealth Management$7,237,500$36,000,000$79,800,000$115,800,000
15Concorde Investment Management$1,227,344$96,434,441$33,663,994$130,098,435
16Cultivar Capital Inc.$307,176$130,856,790$0$130,856,790
17Cypress Wealth Management$1,184,202$225,460,428$3,090,579$228,551,007
18David M. Lee, P.C.$5,333,333$0$304,000,000$304,000,000
19Durbin Bennett Peterson Private Wealth Management$1,058,929$835,162,393$21,511,509$856,673,902
20Financial Management Professionals Inc.$232,599$414,669,000$52,157,000$466,826,000
21Focus Wealth Advisors$350,000$91,500,000$13,500,000$105,000,000
22Franklin, Parlapiano, Turner & Welch$715,390$228,485,677$22,616,381$251,102,058
23Frontier Investment Management Co.$556,359$999,220,660$0$999,220,660
24Galapagos Partners$14,906,257$134,789,394$386,929,600$521,718,994
25Goodman Financial Corp.$1,397,333$238,943,958$0$238,943,958
26Grunden Financial Advisory Inc.$246,040$103,829,030$0$103,829,030
27Haven Wealth Group$1,336,842$127,000,000$0$127,000,000
28Heritage Asset Advisors$229,034$195,321,608$13,557,408$208,879,016
29HFG Wealth Management$211,473$105,313,397$0$105,313,397
30Horizon Advisors$433,703$171,821,132$27,682,425$199,503,557
31Howard Financial Services$2,212,654$473,730,071$269,721,632$743,451,703
32Insight Wealth Partners$563,226$220,960,705$387,178$221,347,883
33King Investment Advisors Inc.$1,322,231$427,356,638$7,657,228$435,013,866
34KMH Wealth Management$336,631$154,387,326$33,789,216$188,176,542
35LBJ Family Wealth Advisors, $3,350,000$161,500,000$6,000,000$167,500,000
36Lee Financial Corp.$749,885$856,409,570$112,441,238$968,850,808
37Lenihan Ginger Vallery$217,065$117,172,888$2,212,600$119,385,488
38Lifeway Financial Corp.$380,370$103,840,985$0$103,840,985
39Matthew Goff Investment Advisor$492,331$136,401,016$21,637,288$158,038,304
40Netting & Pace$519,329$116,690,090$25,605,949$142,296,039
41New Capital Management$2,796,610$120,000,000$45,000,000$165,000,000
42Palantir Capital Management$929,624$72,393,750$104,234,750$176,628,500
43Paratus Financial Inc.$812,683$74,510,000$1,103,880,000$1,178,390,000
44Parker Financial Advisors$520,883$108,864,600$0$108,864,600
45Partnersinwealth Inc.$310,230$144,407,131$43,592,409$187,999,540
46Patriot Wealth Management Inc.$725,752$1,013,221,051$85,568,210$1,098,789,261
47Paul Comstock Partners$12,572,414$0$1,885,862,120$1,885,862,120
48Pin Oak Investment Advisors Inc.$485,014$178,000,000$0$178,000,000
49Posey Capital$446,000$133,800,000$0$133,800,000
50Retirement Advisors of America$497,419$1,545,709,248$61,947,991$1,607,657,239
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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.