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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Robertson, Griege & Thoele, Financial Advisors$649,889$1,653,000,000$684,000,000$2,337,000,000
2Retirement Advisors Of America$534,072$1,920,845,447$43,472,675$1,964,318,122
3Covenant Multi-Family Offices$1,199,118$1,341,813,000$0$1,341,813,000
4Frontier Investment Management Co$624,278$1,188,626,068$0$1,188,626,068
5Chilton Capital Management$909,781$1,180,751,337$2,874,341$1,183,625,678
6Paratus Financial, Inc.$784,547$74,510,000$1,103,880,000$1,178,390,000
7Lee Financial Corp$790,829$1,028,653,448$11,286,624$1,039,940,072
8Durbin Bennett Peterson Private Wealth Management$1,056,418$843,680,370$23,638,496$867,318,866
9Tanglewood Wealth Management, Inc.$908,738$791,510,817$0$791,510,817
10Diesslin & Associates Inc$384,574$534,000,000$189,000,000$723,000,000
11The Financial Advisory Group, Inc.$344,044$672,950,019$0$672,950,019
12Galapagos Partners, L.P.$30,626,751$120,963,320$460,944,954$581,908,274
13Sequent Asset Management$1,610,256$286,254,268$216,145,712$502,399,980
14Briaud Financial Advisors$267,608$468,089,880$3,703,502$471,793,382
15Sloan Wealth Management$668,555$450,503,756$1,439,739$451,943,495
16David M. Lee, P.C.$6,865,541$0$384,470,311$384,470,311
17Stratford Consulting$697,550$365,694,961$518,907$366,213,868
18Franklin, Parlapiano, Turner & Welch$828,865$310,304,892$21,241,021$331,545,913
19King Investment Advisors, Inc.$690,206$320,408,901$10,199,881$330,608,782
20Goodman Financial Corporation$1,613,230$291,994,660$0$291,994,660
21T.O.S. Advisors$4,866,667$219,000,000$0$219,000,000
22PartnersInWealth, Inc$336,957$156,404,365$51,835,205$208,239,570
23WJ Interests$360,627$207,000,000$0$207,000,000
24Act Wealth Management$658,724$189,712,425$0$189,712,425
25Posey Capital$553,398$171,000,000$0$171,000,000
26Netting & Pace CPAs$591,624$133,535,722$31,527,414$165,063,136
27The Goff Financial Group$484,906$149,273,690$13,654,665$162,928,355
28Cultivar Capital, Inc.$281,012$144,721,000$0$144,721,000
29Stegent Equity Advisors Inc.$394,229$134,365,220$855,216$135,220,436
30Parker Financial Advisors$553,230$126,017,771$118,568$126,136,339
31Riverstone Advisors, LLC$1,097,621$125,128,822$0$125,128,822
32HFG Wealth Management$235,592$124,863,569$0$124,863,569
33Lifeway Financial Corporation$383,428$113,878,025$0$113,878,025
34RMG Capital Advisors$699,262$112,430,170$151,002$112,581,172
35Barnett Financial, Inc.$299,392$100,334,661$6,847,664$107,182,325

Showing 1 to 35 of 35 entries

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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.