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
1South Texas Money Management, Ltd.$945,183$2,085,804,763$84,334,957$2,170,139,720
2Paul Comstock Partners$13,879,724$0$2,054,199,138$2,054,199,138
3Patriot Wealth Management, Inc.$790,461$1,126,211,704$123,506,425$1,249,718,129
4Beaird Harris$482,502$629,880,915$26,804,043$656,684,958
5Austin Asset$481,151$640,412,130$0$640,412,130
6Financial Management Professionals Inc$287,035$469,519,000$64,366,000$533,885,000
7Cypress Wealth Management$2,451,083$348,521,122$146,597,676$495,118,798
8LBJ Family Wealth Advisors, Ltd.$4,230,508$243,000,000$6,600,000$249,600,000
9Horizon Advisors$466,667$208,000,000$23,000,000$231,000,000
10KMH Wealth Management$370,101$205,654,876$17,516,041$223,170,917
11Pin Oak Investment Advisors Inc$512,500$205,000,000$0$205,000,000
12Beacon Financial Advisors Ltd$338,173$184,358,497$6,709,519$191,068,016
13The Watchman Group, Inc.$413,089$155,235,085$86,368$155,321,453
14The Relevance Group$675,217$147,197,308$0$147,197,308
15Concorde Investment Management$1,356,261$115,560,290$30,915,854$146,476,144
16QuadCap Wealth Management$462,686$122,611,754$0$122,611,754
17Bell Wealth Management Inc.$976,316$105,600,000$5,700,000$111,300,000
18Silicon Hills Wealth Management$271,019$104,071,176$0$104,071,176
19J.E. Simmons & Co., P.C.$240,378$103,362,716$0$103,362,716
20Saddock Wealth$34,100,000$41,600,000$60,700,000$102,300,000

Showing 1 to 20 of 20 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.