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.$492,053$228,804,678$0$228,804,678
52Clintsman Financial Planning$248,369$225,055,649$214,935$225,270,584
53Wealthstar Advisors, LLC$155,558$217,003,964$0$217,003,964
54Beacon Financial Advisors Ltd$350,412$206,386,155$3,160,036$209,546,191
55Trinity Portfolio Advisors$200,235$181,835,242$19,600,846$201,436,088
56Efficient Wealth Management, LLC$269,052$200,712,995$0$200,712,995
57Horizon Advisors$415,518$179,454,308$19,578,689$199,032,997
58The Goff Financial Group$479,815$183,343,423$12,900,826$196,244,249
59T.O.S. Advisors$4,265,852$191,963,322$0$191,963,322
60Steward Financial Group$300,047$189,029,299$0$189,029,299
61Waterway Wealth Management$255,210$188,855,033$0$188,855,033
62Act Wealth Management$612,288$184,910,863$0$184,910,863
63M.C. Byrd Wealth Management, LLC$377,000$133,228,432$46,600,707$179,829,139
64Relevance Capital Management$730,516$176,784,750$0$176,784,750
65The Watchman Group, Inc.$427,367$172,656,184$0$172,656,184
66Garner Asset Management Corporation$593,080$170,800,000$600,000$171,400,000
67QuadCap Wealth Management$339,353$170,355,349$0$170,355,349
68Havenshare Financial$78,800,000$0$157,600,000$157,600,000
69Haven Wealth Group$401,055$152,000,000$0$152,000,000
70Paragon Financial Advisors$285,885$150,504,628$728,531$151,233,159
71Camden Wealth Advisors LLC$431,251$144,877,875$2,609,956$147,487,831
72Concorde Investment Management$1,403,572$98,199,501$49,175,601$147,375,102
73Lifeway Financial Corporation$409,774$143,011,256$0$143,011,256
74HFG Wealth Management$226,457$140,630,078$0$140,630,078
75Snowcap Capital Management$6,992,759$139,855,180$0$139,855,180
76Parker Financial Advisors$537,189$139,669,200$0$139,669,200
77Bell Wealth Management Inc.$1,000,746$128,000,000$6,100,000$134,100,000
78Grunden Financial Advisory, Inc.$215,572$133,870,246$0$133,870,246
79Heritage Financial Planning$264,976$130,368,179$0$130,368,179
80Barnett Financial, Inc.$312,186$123,746,807$4,873,707$128,620,514
81Cultivar Capital, Inc.$230,517$128,397,709$0$128,397,709
82Silicon Hills Wealth Management$257,938$125,100,000$0$125,100,000
83Focus Wealth Advisors$416,162$110,178,147$14,670,495$124,848,642
84Sweetwater Financial Advisors$318,414$124,500,000$0$124,500,000
85Fortiter Wealth Management$654,048$120,756,161$242,696$120,998,857
86Saddock Wealth$17,028,571$55,100,000$64,100,000$119,200,000
87Bonner & Smith$153,184$118,870,722$0$118,870,722
88Riverstone Advisors, LLC$815,830$118,295,331$0$118,295,331
89J.E. Simmons & Co., P.C.$242,347$117,780,868$0$117,780,868
90Mosaic Advisors LLC$965,722$63,230,678$53,621,679$116,852,357
91The Personal Wealth Coach$149,364$113,453,193$63,484$113,516,677
92Heritage Wealth Management$318,465$113,054,954$0$113,054,954
93Eubank, Hutson & Associates, LLC$214,248$105,409,295$4,500,000$109,909,295
94Parkstone Wealth Management, LLC$3,351,314$107,242,040$0$107,242,040
95Equistar Wealth Management LLC$652,147$106,952,187$0$106,952,187
96Halbert Wealth Management, Inc$145,827$5,600,000$97,500,000$103,100,000
97RMG Capital Advisors$685,325$101,991,896$121,585$102,113,481
98Game Plan Advisors, Inc.$119,210$100,006,802$10,680$100,017,482
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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.