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
1Tolleson Private Wealth Management$1,560,131$4,403,215,542$128,965,505$4,532,181,047
2RGT Wealth Advisors$884,707$3,723,621,742$637,985,471$4,361,607,213
3Paul Comstock Partners$14,342,319$0$2,280,428,706$2,280,428,706
4Retirement Advisors Of America$474,629$1,803,723,317$62,043,265$1,865,766,582
5Paratus Financial, Inc.$659,796$165,000,000$1,269,397,000$1,434,397,000
6Covenant Multi-Family Offices$1,272,682$1,351,587,958$0$1,351,587,958
7Chilton Capital Management$856,781$1,229,864,931$3,899,791$1,233,764,722
8Lee Financial Corp$648,226$1,010,328,629$9,330,995$1,019,659,624
9Durbin Bennett Peterson Private Wealth Management$899,897$854,000,000$18,000,000$872,000,000
10Tanglewood Wealth Management, Inc.$834,061$816,546,000$0$816,546,000
11Diesslin & Associates Inc$406,353$530,000,000$212,000,000$742,000,000
12Galapagos Partners, L.P.$23,766,923$194,235,105$518,772,582$713,007,687
13The Financial Advisory Group, Inc.$400,369$680,627,916$0$680,627,916
14Sequent Asset Management$1,335,119$299,866,021$219,495,362$519,361,383
15Briaud Financial Advisors$277,298$488,250,051$2,845,064$491,095,115
16Sloan Wealth Management$1,937,415$405,378,653$1,478,456$406,857,109
17David M. Lee, P.C.$6,810,748$0$395,023,394$395,023,394
18Franklin, Parlapiano, Turner & Welch$872,992$379,330,408$11,769,849$391,100,257
19Brainard Capital Management LLC$1,498,469$347,644,782$0$347,644,782
20Goodman Financial Corporation$1,429,613$310,225,920$0$310,225,920
21PartnersInWealth, Inc$415,575$195,926,877$95,806,469$291,733,346
22Monticello Wealth Management, LLC$855,261$0$246,315,096$246,315,096
23WJ Interests$454,034$242,000,000$0$242,000,000
24The Goff Financial Group$479,815$183,343,423$12,900,826$196,244,249
25T.O.S. Advisors$4,265,852$191,963,322$0$191,963,322
26Act Wealth Management$612,288$184,910,863$0$184,910,863
27The Watchman Group, Inc.$427,367$172,656,184$0$172,656,184
28QuadCap Wealth Management$339,353$170,355,349$0$170,355,349
29Havenshare Financial$78,800,000$0$157,600,000$157,600,000
30Camden Wealth Advisors LLC$431,251$144,877,875$2,609,956$147,487,831
31Lifeway Financial Corporation$409,774$143,011,256$0$143,011,256
32Simplyrich$777,694$140,762,545$0$140,762,545
33HFG Wealth Management$226,457$140,630,078$0$140,630,078
34Parker Financial Advisors$537,189$139,669,200$0$139,669,200
35Clear Rock Advisors, LLC$1,064,066$131,944,128$0$131,944,128
36Barnett Financial, Inc.$312,186$123,746,807$4,873,707$128,620,514
37Cultivar Capital, Inc.$230,517$128,397,709$0$128,397,709
38Fortiter Wealth Management$654,048$120,756,161$242,696$120,998,857
39Riverstone Advisors, LLC$815,830$118,295,331$0$118,295,331
40Mosaic Advisors LLC$965,722$63,230,678$53,621,679$116,852,357
41Parkstone Wealth Management, LLC$3,351,314$107,242,040$0$107,242,040
42Equistar Wealth Management LLC$652,147$106,952,187$0$106,952,187
43RMG Capital Advisors$685,325$101,991,896$121,585$102,113,481

Showing 1 to 43 of 43 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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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) not one who is an insurance company or agency.

Database last updated on December 5, 2016.