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
51New Capital Management, LP$585,714$150,000,000$55,000,000$205,000,000
52Beck Capital Management$296,296$200,000,000$0$200,000,000
53Palantir Capital Management, Ltd.$986,559$75,239,641$120,099,039$195,338,680
54Beacon Financial Advisors Ltd$338,173$184,358,497$6,709,519$191,068,016
55Act Wealth Management$658,724$189,712,425$0$189,712,425
56Haven Wealth Group$793,983$184,998,000$0$184,998,000
57Clintsman Financial Planning$196,791$177,052,314$2,421,490$179,473,804
58Posey Capital$553,398$171,000,000$0$171,000,000
59Snowcap Capital Management$7,707,409$169,563,000$0$169,563,000
60Netting & Pace CPAs$591,624$133,535,722$31,527,414$165,063,136
61The Goff Financial Group$484,906$149,273,690$13,654,665$162,928,355
62Waterway Wealth Management$299,845$160,117,047$0$160,117,047
63Steward Financial Group$312,229$159,549,244$0$159,549,244
64The Watchman Group, Inc.$413,089$155,235,085$86,368$155,321,453
65The Relevance Group$675,217$147,197,308$0$147,197,308
66Concorde Investment Management$1,356,261$115,560,290$30,915,854$146,476,144
67Cultivar Capital, Inc.$281,012$144,721,000$0$144,721,000
68Stegent Equity Advisors Inc.$394,229$134,365,220$855,216$135,220,436
69Grunden Financial Advisory, Inc.$251,535$127,025,319$0$127,025,319
70Parker Financial Advisors$553,230$126,017,771$118,568$126,136,339
71Riverstone Advisors, LLC$1,097,621$125,128,822$0$125,128,822
72HFG Wealth Management$235,592$124,863,569$0$124,863,569
73QuadCap Wealth Management$462,686$122,611,754$0$122,611,754
74Heritage Financial Planning$324,520$25,132,576$89,098,415$114,230,991
75Lifeway Financial Corporation$383,428$113,878,025$0$113,878,025
76RMG Capital Advisors$699,262$112,430,170$151,002$112,581,172
77Bell Wealth Management Inc.$976,316$105,600,000$5,700,000$111,300,000
78Focus Wealth Advisors$346,144$94,101,577$13,895,344$107,996,921
79Barnett Financial, Inc.$299,392$100,334,661$6,847,664$107,182,325
80The Personal Wealth Coach$139,779$106,737,201$54,121$106,791,322
81Silicon Hills Wealth Management$271,019$104,071,176$0$104,071,176
82J.E. Simmons & Co., P.C.$240,378$103,362,716$0$103,362,716
83Saddock Wealth$34,100,000$41,600,000$60,700,000$102,300,000
84Eubank, Hutson & Associates$303,866$100,883,554$0$100,883,554
85Halbert Wealth Management, Inc$131,586$2,400,000$98,000,000$100,400,000
« Previous Page

Showing 51 to 85 of 85 entries

Page 1 | 2

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.