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
1Paul Comstock Partners$12,572,414$0$1,885,862,120$1,885,862,120
2South Texas Money Management, $862,255$1,787,157,020$77,900,117$1,865,057,137
3Patriot Wealth Management Inc.$725,752$1,013,221,051$85,568,210$1,098,789,261
4Beaird Harris Wealth Management Inc.$2,163,628$525,761,724$0$525,761,724
5Austin Asset$389,611$490,131,000$0$490,131,000
6Financial Management Professionals Inc.$232,599$414,669,000$52,157,000$466,826,000
7Goodman Financial Corp.$1,397,333$238,943,958$0$238,943,958
8Saddock Wealth$34,126,167$204,757,000$0$204,757,000
9Horizon Advisors$433,703$171,821,132$27,682,425$199,503,557
10Pin Oak Investment Advisors Inc.$485,014$178,000,000$0$178,000,000
11Beacon Financial Advisors $312,058$160,241,010$2,653,464$162,894,474
12Concorde Investment Management$1,227,344$96,434,441$33,663,994$130,098,435
13The Relevance Group$586,044$120,724,968$0$120,724,968
14The Watchman Group Inc.$337,854$117,911,000$0$117,911,000
15Coffey Private Wealth Management$7,237,500$36,000,000$79,800,000$115,800,000
16Riverstone Advisors$976,068$114,200,000$0$114,200,000

Showing 1 to 16 of 16 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, 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.