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$658,724$189,712,425$0$189,712,425
2Adell Harriman & Carpenter$422,715$528,394,298$0$528,394,298
3Austin Asset$410,311$575,255,927$0$575,255,927
4Barnett Financial, Inc.$299,392$100,334,661$6,847,664$107,182,325
5Beacon Financial Advisors Ltd$338,173$184,358,497$6,709,519$191,068,016
6Beaird Harris$482,502$629,880,915$26,804,043$656,684,958
7Beck Capital Management$296,296$200,000,000$0$200,000,000
8Bell Wealth Management Inc.$976,316$105,600,000$5,700,000$111,300,000
9Briaud Financial Advisors$267,608$468,089,880$3,703,502$471,793,382
10Cain, Watters & Associates, P.L.L.C.$255,582$0$1,312,415,835$1,312,415,835
11Carter Asset Management, Inc.$506,745$218,406,963$0$218,406,963
12Century Management$1,065,774$2,039,890,498$0$2,039,890,498
13Chilton Capital Management$909,781$1,180,751,337$2,874,341$1,183,625,678
14Clintsman Financial Planning$196,791$177,052,314$2,421,490$179,473,804
15Concorde Investment Management$1,356,261$115,560,290$30,915,854$146,476,144
16Covenant Multi-Family Offices$1,199,118$1,341,813,000$0$1,341,813,000
17Cultivar Capital, Inc.$281,012$144,721,000$0$144,721,000
18Cypress Wealth Management$2,451,083$348,521,122$146,597,676$495,118,798
19David M. Lee, P.C.$6,865,541$0$384,470,311$384,470,311
20Diesslin & Associates Inc$384,574$534,000,000$189,000,000$723,000,000
21Durbin Bennett Peterson Private Wealth Management$1,056,418$843,680,370$23,638,496$867,318,866
22Eubank, Hutson & Associates$303,866$100,883,554$0$100,883,554
23Fiduciary Financial Services Of The Southwest Inc$530,297$364,876,907$12,164,480$377,041,387
24Financial Management Professionals Inc$287,035$469,519,000$64,366,000$533,885,000
25Focus Wealth Advisors$346,144$94,101,577$13,895,344$107,996,921
26Franklin, Parlapiano, Turner & Welch$828,865$310,304,892$21,241,021$331,545,913
27Frontier Investment Management Co$624,278$1,188,626,068$0$1,188,626,068
28Galapagos Partners, L.P.$30,626,751$120,963,320$460,944,954$581,908,274
29Goodman Financial Corporation$1,613,230$291,994,660$0$291,994,660
30Grunden Financial Advisory, Inc.$251,535$127,025,319$0$127,025,319
31Halbert Wealth Management, Inc$131,586$2,400,000$98,000,000$100,400,000
32Haven Wealth Group$793,983$184,998,000$0$184,998,000
33HFG Wealth Management$235,592$124,863,569$0$124,863,569
34Horizon Advisors$466,667$208,000,000$23,000,000$231,000,000
35Howard Financial Services, Ltd.$795,130$513,773,809$275,790,756$789,564,565
36Insight Wealth Partners$652,341$263,761,767$436,316$264,198,083
37J.E. Simmons & Co., P.C.$240,378$103,362,716$0$103,362,716
38King Investment Advisors, Inc.$690,206$320,408,901$10,199,881$330,608,782
39KMH Wealth Management$370,101$205,654,876$17,516,041$223,170,917
40LBJ Family Wealth Advisors, Ltd.$4,230,508$243,000,000$6,600,000$249,600,000
41Lee Financial Corp$790,829$1,028,653,448$11,286,624$1,039,940,072
42Lifeway Financial Corporation$383,428$113,878,025$0$113,878,025
43Netting & Pace CPAs$591,624$133,535,722$31,527,414$165,063,136
44New Capital Management, LP$585,714$150,000,000$55,000,000$205,000,000
45Palantir Capital Management, Ltd.$986,559$75,239,641$120,099,039$195,338,680
46Paratus Financial, Inc.$784,547$74,510,000$1,103,880,000$1,178,390,000
47Parker Financial Advisors$553,230$126,017,771$118,568$126,136,339
48PartnersInWealth, Inc$336,957$156,404,365$51,835,205$208,239,570
49Patriot Wealth Management, Inc.$790,461$1,126,211,704$123,506,425$1,249,718,129
50Paul Comstock Partners$13,879,724$0$2,054,199,138$2,054,199,138
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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, 2014. (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.