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
1RGT Wealth Advisors$884,707$3,723,621,742$637,985,471$4,361,607,213
2Paul Comstock Partners$14,136,072$0$2,261,771,559$2,261,771,559
3Retirement Advisors Of America$474,629$1,803,723,317$62,043,265$1,865,766,582
4Paratus Financial, Inc.$659,796$165,000,000$1,269,397,000$1,434,397,000
5Covenant Multi-Family Offices$1,272,682$1,351,587,958$0$1,351,587,958
6Chilton Capital Management$856,781$1,229,864,931$3,899,791$1,233,764,722
7Lee Financial Corp$648,226$1,010,328,629$9,330,995$1,019,659,624
8Durbin Bennett Peterson Private Wealth Management$899,897$854,000,000$18,000,000$872,000,000
9Tanglewood Wealth Management, Inc.$834,061$816,546,000$0$816,546,000
10Diesslin & Associates Inc$406,353$530,000,000$212,000,000$742,000,000
11Galapagos Partners, L.P.$23,766,923$194,235,105$518,772,582$713,007,687
12The Financial Advisory Group, Inc.$400,369$680,627,916$0$680,627,916
13Sequent Asset Management$1,335,119$299,866,021$219,495,362$519,361,383
14Briaud Financial Advisors$277,298$488,250,051$2,845,064$491,095,115
15Sloan Wealth Management$1,937,415$405,378,653$1,478,456$406,857,109
16David M. Lee, P.C.$6,810,748$0$395,023,394$395,023,394
17Franklin, Parlapiano, Turner & Welch$762,841$352,617,478$15,071,801$367,689,279
18Brainard Capital Management LLC$1,498,469$347,644,782$0$347,644,782
19Goodman Financial Corporation$1,429,613$310,225,920$0$310,225,920
20PartnersInWealth, Inc$415,575$195,926,877$95,806,469$291,733,346
21Monticello Wealth Management, LLC$855,261$246,315,096$0$246,315,096
22WJ Interests$454,034$242,000,000$0$242,000,000
23The Goff Financial Group$479,815$183,343,423$12,900,826$196,244,249
24T.O.S. Advisors$4,265,852$191,963,322$0$191,963,322
25Act Wealth Management$612,288$184,910,863$0$184,910,863
26The Watchman Group, Inc.$427,367$172,656,184$0$172,656,184
27QuadCap Wealth Management$339,353$170,355,349$0$170,355,349
28Havenshare Financial$78,800,000$0$157,600,000$157,600,000
29Camden Wealth Advisors LLC$431,251$144,877,875$2,609,956$147,487,831
30Lifeway Financial Corporation$409,774$143,011,256$0$143,011,256
31HFG Wealth Management$226,457$140,630,078$0$140,630,078
32Parker Financial Advisors$537,189$139,669,200$0$139,669,200
33Barnett Financial, Inc.$312,186$123,746,807$4,873,707$128,620,514
34Cultivar Capital, Inc.$230,517$128,397,709$0$128,397,709
35Fortiter Wealth Management$654,048$120,756,161$242,696$120,998,857
36Riverstone Advisors, LLC$815,830$118,295,331$0$118,295,331
37Mosaic Advisors LLC$965,722$63,230,678$53,621,679$116,852,357
38Parkstone Wealth Management, LLC$3,351,314$107,242,040$0$107,242,040
39Equistar Wealth Management LLC$652,147$106,952,187$0$106,952,187
40RMG Capital Advisors$685,325$101,991,896$121,585$102,113,481

Showing 1 to 40 of 40 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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 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 June 6, 2016.