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$612,288$184,910,863$0$184,910,863
2Adell Harriman & Carpenter$401,894$583,147,682$0$583,147,682
3Austin Asset$334,680$633,549,219$0$633,549,219
4Barnett Financial, Inc.$312,186$123,746,807$4,873,707$128,620,514
5Beacon Financial Advisors Ltd$350,412$206,386,155$3,160,036$209,546,191
6Beaird Harris$464,601$742,968,018$44,066,649$787,034,667
7Beck Capital Management$294,150$247,380,307$0$247,380,307
8Bell Wealth Management Inc.$1,000,746$128,000,000$6,100,000$134,100,000
9Bonner & Smith$153,184$118,870,722$0$118,870,722
10Brainard Capital Management LLC$1,498,469$347,644,782$0$347,644,782
11Briaud Financial Advisors$277,298$488,250,051$2,845,064$491,095,115
12Cain, Watters & Associates, P.L.L.C.$243,312$1,360,116,221$0$1,360,116,221
13Camden Wealth Advisors LLC$431,251$144,877,875$2,609,956$147,487,831
14Carter Asset Management, Inc.$492,053$228,804,678$0$228,804,678
15Century Management$771,744$1,025,647,624$0$1,025,647,624
16Chilton Capital Management$856,781$1,229,864,931$3,899,791$1,233,764,722
17Clintsman Financial Planning$248,369$225,055,649$214,935$225,270,584
18Concorde Investment Management$1,403,572$98,199,501$49,175,601$147,375,102
19Corda Investment Management$341,440$691,000,000$11,000,000$702,000,000
20Covenant Multi-Family Offices$1,272,682$1,351,587,958$0$1,351,587,958
21Cultivar Capital, Inc.$230,517$128,397,709$0$128,397,709
22Cypress Wealth Management$2,350,000$400,000,000$117,000,000$517,000,000
23David M. Lee, P.C.$6,810,748$0$395,023,394$395,023,394
24Diesslin & Associates Inc$406,353$530,000,000$212,000,000$742,000,000
25Durbin Bennett Peterson Private Wealth Management$899,897$854,000,000$18,000,000$872,000,000
26Efficient Wealth Management, LLC$269,052$200,712,995$0$200,712,995
27Equistar Wealth Management LLC$652,147$106,952,187$0$106,952,187
28Eubank, Hutson & Associates, LLC$214,248$105,409,295$4,500,000$109,909,295
29FCA Corp$706,075$314,187,740$57,914,028$372,101,768
30Focus Wealth Advisors$416,162$110,178,147$14,670,495$124,848,642
31Fortiter Wealth Management$654,048$120,756,161$242,696$120,998,857
32Franklin, Parlapiano, Turner & Welch$762,841$352,617,478$15,071,801$367,689,279
33Galapagos Partners, L.P.$23,766,923$194,235,105$518,772,582$713,007,687
34Game Plan Advisors, Inc.$119,210$100,006,802$10,680$100,017,482
35Garner Asset Management Corporation$593,080$170,800,000$600,000$171,400,000
36Goodman Financial Corporation$1,429,613$310,225,920$0$310,225,920
37Grunden Financial Advisory, Inc.$215,572$133,870,246$0$133,870,246
38Halbert Wealth Management, Inc$145,827$5,600,000$97,500,000$103,100,000
39Haven Wealth Group$401,055$152,000,000$0$152,000,000
40Havenshare Financial$78,800,000$0$157,600,000$157,600,000
41Heritage Financial Planning$264,976$130,368,179$0$130,368,179
42Heritage Wealth Management$318,465$113,054,954$0$113,054,954
43HFG Wealth Management$226,457$140,630,078$0$140,630,078
44Horizon Advisors$415,518$179,454,308$19,578,689$199,032,997
45Howard Financial Services, Ltd.$569,046$460,737,220$330,236,295$790,973,515
46Insight Wealth Partners$740,179$331,200,000$400,000$331,600,000
47J.E. Simmons & Co., P.C.$242,347$117,780,868$0$117,780,868
48Jasper Ridge Partners$4,855,152$13,317,681,425$0$13,317,681,425
49KMH Wealth Management$347,805$269,000,000$16,200,000$285,200,000
50Lauterbach Financial Advisors, LLC$369,423$241,985,502$4,419,524$246,405,026
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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.