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$1,065,774$2,039,890,498$0$2,039,890,498
2True North Advisors$416,518$873,680,275$208,848,803$1,082,529,078
3Howard Financial Services, Ltd.$795,130$513,773,809$275,790,756$789,564,565
4SFMG Wealth Advisors$1,814,298$717,900,689$561,342$718,462,031
5Warwick Partners$947,717$0$577,159,588$577,159,588
6Adell Harriman & Carpenter$422,715$528,394,298$0$528,394,298
7Richard P. Slaughter Associates, Inc.$339,426$330,914,936$33,628,142$364,543,078
8Sather Financial Group, Inc.$425,465$332,763,006$28,882,133$361,645,139
10Insight Wealth Partners$652,341$263,761,767$436,316$264,198,083
11Whitley Penn Financial, L.L.P.$123,036$215,513,164$24,283,146$239,796,310
12Trinity Portfolio Advisors$151,298$227,865,271$1,200,000$229,065,271
13Carter Asset Management, Inc.$506,745$218,406,963$0$218,406,963
14Sweetwater Financial Advisors$421,953$213,508,000$0$213,508,000
15New Capital Management, LP$585,714$150,000,000$55,000,000$205,000,000
16Beck Capital Management$296,296$200,000,000$0$200,000,000
17Haven Wealth Group$793,983$184,998,000$0$184,998,000
18Clintsman Financial Planning$196,791$177,052,314$2,421,490$179,473,804
19Snowcap Capital Management$7,707,409$169,563,000$0$169,563,000
20Waterway Wealth Management$299,845$160,117,047$0$160,117,047
21Heritage Financial Planning$324,520$25,132,576$89,098,415$114,230,991
22The Personal Wealth Coach$139,779$106,737,201$54,121$106,791,322

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 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.