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
51Carter Asset Management, Inc.$516,248$234,376,656$0$234,376,656
52Clintsman Financial Planning$249,315$231,178,780$434,590$231,613,370
53New Capital Management, LP$565,755$165,004,704$64,691,666$229,696,370
54Beck Capital Management$303,024$228,480,420$0$228,480,420
55T.O.S. Advisors$4,977,778$224,000,000$0$224,000,000
56Beacon Financial Advisors Ltd$352,979$206,707,937$5,079,515$211,787,452
57Horizon Advisors$393,217$182,974,996$20,711,518$203,686,514
58Act Wealth Management$663,320$200,322,620$0$200,322,620
59Paragon Financial Advisors$412,335$198,316,009$841,591$199,157,600
60Posey Capital$622,912$197,462,990$0$197,462,990
61Sweetwater Financial Advisors$430,515$196,315,000$0$196,315,000
62Waterway Wealth Management$277,476$187,851,074$0$187,851,074
63The Goff Financial Group$566,498$175,403,488$12,107,371$187,510,859
64Netting & Pace CPAs$632,437$146,368,146$31,346,566$177,714,712
65Snowcap Capital Management$7,674,479$176,513,012$0$176,513,012
66Steward Financial Group$299,206$175,933,313$0$175,933,313
67The Watchman Group, Inc.$430,859$172,343,608$0$172,343,608
68The Relevance Group$745,913$171,560,076$0$171,560,076
69Palantir Capital Management, Ltd.$950,961$44,156,720$124,163,356$168,320,076
70Haven Wealth Group$687,865$162,336,207$0$162,336,207
71Stegent Equity Advisors Inc.$449,010$145,448,770$928,619$146,377,389
72Concorde Investment Management$1,337,995$112,868,850$32,972,635$145,841,485
73Lifeway Financial Corporation$488,701$142,165,978$2,978,267$145,144,245
74Cultivar Capital, Inc.$267,114$143,707,164$0$143,707,164
75Fortiter Wealth Management$780,057$139,630,202$0$139,630,202
76QuadCap Wealth Management$434,203$136,773,861$0$136,773,861
77Parker Financial Advisors$555,680$136,018,125$123,365$136,141,490
78Grunden Financial Advisory, Inc.$240,481$135,871,688$0$135,871,688
79HFG Wealth Management$234,280$133,305,521$0$133,305,521
80Saddock Wealth$18,428,571$52,300,000$76,700,000$129,000,000
81Bell Wealth Management Inc.$1,001,587$119,600,000$6,600,000$126,200,000
82Davis & Wehrle$469,415$39,043,017$84,882,448$123,925,465
83Riverstone Advisors, LLC$981,893$123,718,563$0$123,718,563
84Heritage Financial Planning$310,628$118,710,100$4,609,213$123,319,313
85The Personal Wealth Coach$154,978$120,683,000$44,768$120,727,768
86Silicon Hills Wealth Management$314,667$118,000,000$0$118,000,000
87RMG Capital Advisors$738,695$117,252,403$200,032$117,452,435
88Focus Wealth Advisors$364,679$104,000,000$13,061,873$117,061,873
89Barnett Financial, Inc.$307,214$109,436,532$5,461,600$114,898,132
90J.E. Simmons & Co., P.C.$245,105$114,464,006$0$114,464,006
91Bonner & Smith$146,548$111,815,847$0$111,815,847
92Halbert Wealth Management, Inc$144,226$2,900,000$107,000,000$109,900,000
93Eubank, Hutson & Associates$168,532$106,511,983$0$106,511,983
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Showing 51 to 93 of 93 entries

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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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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) nor one who is an insurance company or agency.

Database last updated on June 11, 2015.