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
51Monticello Wealth Management, LLC$855,261$0$246,315,096$246,315,096
52WJ Interests$454,034$242,000,000$0$242,000,000
53New Capital Management, LP$3,109,688$183,804,000$55,642,000$239,446,000
54Carter Asset Management, Inc.$492,053$228,804,678$0$228,804,678
55Clintsman Financial Planning$248,369$225,055,649$214,935$225,270,584
56Wealthstar Advisors, LLC$155,558$217,003,964$0$217,003,964
57Beacon Financial Advisors Ltd$350,412$206,386,155$3,160,036$209,546,191
58Trinity Portfolio Advisors$200,235$181,835,242$19,600,846$201,436,088
59Efficient Wealth Management, LLC$269,052$200,712,995$0$200,712,995
60Horizon Advisors$415,518$179,454,308$19,578,689$199,032,997
61The Goff Financial Group$479,815$183,343,423$12,900,826$196,244,249
62T.O.S. Advisors$4,265,852$191,963,322$0$191,963,322
63Steward Financial Group$300,047$189,029,299$0$189,029,299
64Waterway Wealth Management$255,210$188,855,033$0$188,855,033
65Act Wealth Management$612,288$184,910,863$0$184,910,863
66M.C. Byrd Wealth Management, LLC$377,000$133,228,432$46,600,707$179,829,139
67Relevance Capital Management$730,516$176,784,750$0$176,784,750
68The Watchman Group, Inc.$427,367$172,656,184$0$172,656,184
69Garner Asset Management Corporation$593,080$170,800,000$600,000$171,400,000
70QuadCap Wealth Management$339,353$170,355,349$0$170,355,349
71Havenshare Financial$78,800,000$0$157,600,000$157,600,000
72Haven Wealth Group$401,055$152,000,000$0$152,000,000
73Paragon Financial Advisors$285,885$150,504,628$728,531$151,233,159
74Camden Wealth Advisors LLC$431,251$144,877,875$2,609,956$147,487,831
75Concorde Investment Management$1,403,572$98,199,501$49,175,601$147,375,102
76Grunden Financial Advisory, Inc.$231,649$143,854,015$0$143,854,015
77Lifeway Financial Corporation$409,774$143,011,256$0$143,011,256
78Simplyrich$777,694$140,762,545$0$140,762,545
79HFG Wealth Management$226,457$140,630,078$0$140,630,078
80Snowcap Capital Management$6,992,759$139,855,180$0$139,855,180
81Parker Financial Advisors$537,189$139,669,200$0$139,669,200
82Bell Wealth Management Inc.$1,000,746$128,000,000$6,100,000$134,100,000
83Clear Rock Advisors, LLC$1,064,066$131,944,128$0$131,944,128
84Heritage Financial Planning$264,976$130,368,179$0$130,368,179
85Barnett Financial, Inc.$312,186$123,746,807$4,873,707$128,620,514
86Cultivar Capital, Inc.$230,517$128,397,709$0$128,397,709
87Silicon Hills Wealth Management$257,938$125,100,000$0$125,100,000
88Focus Wealth Advisors$416,162$110,178,147$14,670,495$124,848,642
89Sweetwater Financial Advisors$318,414$124,500,000$0$124,500,000
90Bonner & Smith$161,482$123,533,797$0$123,533,797
91Fortiter Wealth Management$654,048$120,756,161$242,696$120,998,857
92Saddock Wealth$17,028,571$55,100,000$64,100,000$119,200,000
93Riverstone Advisors, LLC$815,830$118,295,331$0$118,295,331
94J.E. Simmons & Co., P.C.$242,347$117,780,868$0$117,780,868
95Mosaic Advisors LLC$965,722$63,230,678$53,621,679$116,852,357
96The Personal Wealth Coach$149,364$113,453,193$63,484$113,516,677
97Heritage Wealth Management$318,465$113,054,954$0$113,054,954
98Eubank, Hutson & Associates, LLC$214,248$105,409,295$4,500,000$109,909,295
99Pauley Financial$248,062$5,494,968$102,908,290$108,403,258
100Parkstone Wealth Management, LLC$3,351,314$107,242,040$0$107,242,040
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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.