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
1Robertson, Griege & Thoele, Financial Advisors$533,448$3,062,098,500$692,309,000$3,754,407,500
2Retirement Advisors Of America$512,595$1,912,442,866$51,310,107$1,963,752,973
3Paratus Financial, Inc.$918,936$148,500,000$1,268,500,000$1,417,000,000
4Chilton Capital Management$932,104$1,297,185,381$3,099,607$1,300,284,988
5Covenant Multi-Family Offices$1,625,271$1,272,587,000$0$1,272,587,000
6Lee Financial Corp$791,423$1,054,043,363$9,629,026$1,063,672,389
7Durbin Bennett Peterson Private Wealth Management$1,004,881$898,198,470$20,262,857$918,461,327
8Tanglewood Wealth Management, Inc.$887,213$844,627,000$0$844,627,000
9Diesslin & Associates Inc$412,371$540,000,000$220,000,000$760,000,000
10The Financial Advisory Group, Inc.$443,171$714,834,744$0$714,834,744
11Galapagos Partners, L.P.$31,754,022$140,015,898$558,572,584$698,588,482
12Sequent Asset Management$1,618,140$313,847,368$224,993,253$538,840,621
13Briaud Financial Advisors$286,650$499,466,792$4,463,132$503,929,924
14Sloan Wealth Management$613,119$1,593,296$501,164,218$502,757,514
15Stratford Consulting$668,765$402,083,349$513,005$402,596,354
16David M. Lee, P.C.$6,885,206$0$392,456,721$392,456,721
17Franklin, Parlapiano, Turner & Welch$807,630$363,005,724$13,350,062$376,355,786
18King Investment Advisors, Inc.$901,094$299,497,615$11,379,845$310,877,460
19Goodman Financial Corporation$1,521,569$305,835,331$0$305,835,331
20KMH Wealth Management$369,959$252,600,000$17,100,000$269,700,000
21Havenshare Financial$121,100,000$0$242,200,000$242,200,000
22PartnersInWealth, Inc$403,345$186,933,882$52,652,933$239,586,815
23WJ Interests$358,589$236,669,000$0$236,669,000
24T.O.S. Advisors$4,977,778$224,000,000$0$224,000,000
25Act Wealth Management$663,320$200,322,620$0$200,322,620
26Posey Capital$622,912$197,462,990$0$197,462,990
27The Goff Financial Group$566,498$175,403,488$12,107,371$187,510,859
28Netting & Pace CPAs$632,437$146,368,146$31,346,566$177,714,712
29Palantir Capital Management, Ltd.$950,961$44,156,720$124,163,356$168,320,076
30Stegent Equity Advisors Inc.$449,010$145,448,770$928,619$146,377,389
31Lifeway Financial Corporation$488,701$142,165,978$2,978,267$145,144,245
32Cultivar Capital, Inc.$267,114$143,707,164$0$143,707,164
33Fortiter Wealth Management$780,057$139,630,202$0$139,630,202
34Parker Financial Advisors$555,680$136,018,125$123,365$136,141,490
35HFG Wealth Management$234,280$133,305,521$0$133,305,521
36Riverstone Advisors, LLC$981,893$123,718,563$0$123,718,563
37RMG Capital Advisors$738,695$117,252,403$200,032$117,452,435
38Barnett Financial, Inc.$307,214$109,436,532$5,461,600$114,898,132

Showing 1 to 38 of 38 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 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.