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.


# of employees


Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Century Management$896,572$1,681,073,396$0$1,681,073,396
2Frontier Investment Management Co$696,871$1,463,428,143$0$1,463,428,143
3True North Advisors$2,453,483$1,076,680,698$204,037,669$1,280,718,367
4SFMG Wealth Advisors$1,661,963$879,782,721$17,677,322$897,460,043
5Warwick Partners$1,087,837$0$686,425,050$686,425,050
6Adell Harriman & Carpenter$435,390$598,660,906$0$598,660,906
7Mcgowan Group Asset Management$332,355$540,160,401$14,539,907$554,700,308
8Sather Financial Group, Inc.$466,998$391,008,427$32,091,680$423,100,107
9Richard P. Slaughter Associates, Inc.$361,815$373,977,366$20,762,562$394,739,928
11Insight Wealth Partners$695,985$298,124,186$453,201$298,577,387
12Trinity Portfolio Advisors$210,644$234,258,881$20,198,551$254,457,432
13Carter Asset Management, Inc.$516,248$234,376,656$0$234,376,656
14Clintsman Financial Planning$249,315$231,178,780$434,590$231,613,370
15New Capital Management, LP$565,755$165,004,704$64,691,666$229,696,370
16Paragon Financial Advisors$412,335$198,316,009$841,591$199,157,600
17Sweetwater Financial Advisors$430,515$196,315,000$0$196,315,000
18Waterway Wealth Management$277,476$187,851,074$0$187,851,074
19Snowcap Capital Management$7,674,479$176,513,012$0$176,513,012
20Haven Wealth Group$687,865$162,336,207$0$162,336,207
21Davis & Wehrle$469,415$39,043,017$84,882,448$123,925,465
22Heritage Financial Planning$310,628$118,710,100$4,609,213$123,319,313

Showing 1 to 22 of 22 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.