Sponsored By
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.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 1 | Century Management | $981,311 | $1,926,314,144 | N/A | $1,926,314,144 |
| 2 | True North Advisors LLC | $260,276 | $816,885,860 | $163,051,522 | $979,937,382 |
| 3 | Howard Financial ServicesLtd. | $2,061,336 | $457,287,764 | $272,425,260 | $729,713,024 |
| 4 | Warwick Partners | $805,874 | N/A | $447,260,000 | $447,260,000 |
| 5 | Adell Harriman & Carpenter | $303,651 | $442,419,999 | N/A | $442,419,999 |
| 6 | King Investment Advisors Inc. | $1,189,381 | $403,270,817 | $7,065,705 | $410,336,522 |
| 7 | Caz Investments L.P. | $361,246 | $313,200,000 | N/A | $313,200,000 |
| 8 | Sather Financial Group Inc. | $355,718 | $243,769,232 | $22,663,389 | $266,432,621 |
| 9 | Trinity Portfolio Advisors LLC | $142,395 | $264,854,953 | N/A | $264,854,953 |
| 10 | Matterhorn Capital Management LLC | $631,358 | $230,445,655 | N/A | $230,445,655 |
| 11 | Rench & Muir Financial Advisors Inc. | $203,212 | $217,734,332 | $8,440,131 | $226,174,463 |
| 12 | Insight Wealth Partners | $147,578 | $200,783,810 | $364,790 | $201,148,600 |
| 13 | Stratford Consulting LLC | $379,839 | $187,769,010 | $6,328,557 | $194,097,567 |
| 14 | Investors Asset Management Inc. | $349,368 | $179,575,005 | N/A | $179,575,005 |
| 15 | Lbj Family Wealth AdvisorsLtd. | $3,975,000 | $154,000,000 | $5,000,000 | $159,000,000 |
| 16 | Paragon Financial Advisors | $484,783 | $157,676,396 | $847,678 | $158,524,074 |
| 17 | Carter Asset Management Inc. | $405,836 | $157,464,288 | N/A | $157,464,288 |
| 18 | Sweetwater Financial Advisors LLC | $358,974 | $140,000,000 | N/A | $140,000,000 |
| 19 | Heritage Wealth Management | $278,863 | $135,440,232 | $3,991,265 | $139,431,497 |
| 20 | Whitley Penn FinancialL.L.P. | $102,995 | $120,662,500 | $15,909,210 | $136,571,710 |
| 21 | Snowcap Capital Management | $6,130,895 | $108,721,000 | $7,766,000 | $116,487,000 |
Showing 1 to 21 of 21 entries
Page 1
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 November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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.