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
Avg. discretionary account AUM
Average non-discretionary account AUM
Avg. account AUM
|Rank||Business Name||Avg. account AUM||Discretionary AUM||Non-discretionary AUM||Total AUM|
|1||South Texas Money Management Ltd.||$856,736||$1,728,134,542||$121,559,351||$1,849,693,893|
|2||Paul Comstock Partners||$12,707,288||$0||$1,766,313,014||$1,766,313,014|
|3||Patriot Wealth Management Inc.||$725,752||$1,013,221,051||$85,568,210||$1,098,789,261|
|4||Beaird Harris Wealth Management Inc.||$2,163,628||$525,761,724||$0||$525,761,724|
|6||Financial Management Professionals Inc.||$232,599||$414,669,000||$52,157,000||$466,826,000|
|7||Goodman Financial Corp.||$1,397,333||$238,943,958||$0||$238,943,958|
|8||Horizon Advisors LLC||$433,703||$171,821,132||$27,682,425||$199,503,557|
|9||Pin Oak Investment Advisors Inc.||$485,014||$178,000,000||$0||$178,000,000|
|10||Beacon Financial Advisors Ltd.||$312,058||$160,241,010||$2,653,464||$162,894,474|
|11||Concorde Investment Management||$1,227,344||$96,434,441||$33,663,994||$130,098,435|
|12||The Relevance Group||$586,044||$120,724,968||$0||$120,724,968|
|13||The Watchman Group Inc.||$337,854||$117,911,000||$0||$117,911,000|
|14||Coffey Private Wealth Management||$7,237,500||$36,000,000||$79,800,000||$115,800,000|
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*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.