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.$1,020,724$2,441,194,903$154,506,044$2,595,700,947
2Paul Comstock Partners$16,279,416$0$2,441,912,443$2,441,912,443
3Patriot Wealth Management, Inc.$841,815$1,276,713,735$118,173,110$1,394,886,845
4Howard Financial Services, Ltd.$714,894$453,866,710$353,963,078$807,829,788
5Gerald L. Ray & Associates$1,158,093$781,712,622$0$781,712,622
6Beaird Harris$484,054$693,298,718$42,947,918$736,246,636
7Austin Asset$445,714$624,000,000$0$624,000,000
8Financial Management Professionals Inc$289,136$488,601,000$65,672,000$554,273,000
9Cypress Wealth Management$2,671,260$403,916,640$50,197,600$454,114,240
10LBJ Family Wealth Advisors, Ltd.$3,881,538$245,500,000$6,800,000$252,300,000
11Pin Oak Investment Advisors Inc$600,000$240,000,000$0$240,000,000
12Beck Capital Management$303,024$228,480,420$0$228,480,420
13Beacon Financial Advisors Ltd$352,979$206,707,937$5,079,515$211,787,452
14Horizon Advisors$393,217$182,974,996$20,711,518$203,686,514
15The Watchman Group, Inc.$430,859$172,343,608$0$172,343,608
16The Relevance Group$745,913$171,560,076$0$171,560,076
17Concorde Investment Management$1,337,995$112,868,850$32,972,635$145,841,485
18QuadCap Wealth Management$434,203$136,773,861$0$136,773,861
19Saddock Wealth$18,428,571$52,300,000$76,700,000$129,000,000
20Bell Wealth Management Inc.$1,001,587$119,600,000$6,600,000$126,200,000
21The Personal Wealth Coach$154,978$120,683,000$44,768$120,727,768
22Silicon Hills Wealth Management$314,667$118,000,000$0$118,000,000
23J.E. Simmons & Co., P.C.$245,105$114,464,006$0$114,464,006
24Bonner & Smith$146,548$111,815,847$0$111,815,847

Showing 1 to 24 of 24 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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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 amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount 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.

Database last updated on June 11, 2015.