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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Century Management$1,040,701$1,966,925,000$0$1,966,925,000
2True North Advisors$407,893$869,302,678$183,468,866$1,052,771,544
3Howard Financial Services$2,212,654$473,730,071$269,721,632$743,451,703
4SFMG Wealth Advisors$298,264$553,110,933$1,362,570$554,473,503
5Warwick Partners$873,648$0$504,095,000$504,095,000
6Adell Harriman & Carpenter$304,809$455,079,829$0$455,079,829
7King Investment Advisors Inc.$1,322,231$427,356,638$7,657,228$435,013,866
8Sather Financial Group Inc.$376,840$287,343,831$20,534,517$307,878,348
9Caz Investments$332,417$295,180,000$2,666,000$297,846,000
10Worthpointe$190,900$259,280,672$7,406,143$266,686,815
11Trinity Portfolio Advisors$156,021$226,854,953$0$226,854,953
12Insight Wealth Partners$563,226$220,960,705$387,178$221,347,883
13Sweetwater Financial Advisors$417,738$210,122,000$0$210,122,000
14Heritage Asset Advisors$229,034$195,321,608$13,557,408$208,879,016
15Carter Asset Management Inc.$457,900$179,954,792$0$179,954,792
16Palantir Capital Management$929,624$72,393,750$104,234,750$176,628,500
17Whitley Penn Financial$104,961$154,177,867$21,422,197$175,600,064
18LBJ Family Wealth Advisors, $3,350,000$161,500,000$6,000,000$167,500,000
19Snowcap Capital Management$8,863,256$137,144,510$4,667,585$141,812,095
20Haven Wealth Group$1,336,842$127,000,000$0$127,000,000
21Charles D. Jones Capital Management Inc.$1,507,463$96,000,000$5,000,000$101,000,000

Showing 1 to 21 of 21 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 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, 2012. (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.