RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

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      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      151PIN OAK INVESTMENT ADVISORS INC$888,455$616,588,013—$616,588,013
      152CYPRESS POINT WEALTH MANAGEMENT, LLC$886,428$626,232,809$101,524,292$727,757,101
      153KMH WEALTH MANAGEMENT, LLC$544,121$639,400,430$11,368,738$650,769,168
      154WPWEALTH LLP$404,317$645,821,639$268,742,490$914,564,129
      155SLOAN INVESTMENT MANAGEMENT, L.L.C.$2,214,597$665,656,768$3,151,435$668,808,203
      156BRIAUD FINANCIAL ADVISORS$364,235$677,932,875$5,372,455$683,305,330
      157QUADCAP WEALTH MANAGEMENT, LLC$614,386$680,926,918$4,727,999$685,654,917
      158ARKOS GLOBAL ADVISORS, LLC$628,048$686,456,423—$686,456,423
      159FRANKLIN, PARLAPIANO, TURNER & WELCH LLC$1,849,482$693,968,488$3,286,342$697,254,830
      160WEALTHSTAR ADVISORS, LLC$289,128$717,616,108—$717,616,108
      161RICHARD P. SLAUGHTER ASSOCIATES, INC.$486,710$741,546,369$13,827,189$755,373,558
      162INSIGHT WEALTH PARTNERS$306,106$756,316,983$1,906,472$758,223,455
      163AUSTIN PRIVATE WEALTH, LLC$215,678$839,064,975$14,588,740$853,653,715
      164WILLIS JOHNSON & ASSOCIATES, INC.$635,766$877,175,805$37,691,773$914,867,578
      165FMP WEALTH ADVISERS$447,611$895,814,000$45,959,000$941,773,000
      166HOWARD FINANCIAL SERVICES, LTD.$777,089$928,483,851$9,462,762$937,946,613
      167MERIDIAN WEALTH ADVISORS, LLC$827,462$1,006,831,794$10,945,886$1,017,777,680
      168FINANCIAL SYNERGIES$1,610,188$1,112,640,025—$1,112,640,025
      169THE FINANCIAL ADVISORY GROUP, INC.$557,177$1,200,159,117—$1,200,159,117
      170ADELL HARRIMAN & CARPENTER$653,316$1,259,593,077—$1,259,593,077
      171LEE FINANCIAL COMPANY, LLC$894,850$1,303,848,268$2,633,020$1,306,481,288
      172AUSTIN ASSET$679,267$1,366,006,925—$1,366,006,925
      173BEAIRD HARRIS$525,799$1,402,052,000$120,662,000$1,522,714,000
      174TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.$1,128,736$1,406,404,904—$1,406,404,904
      175SATHER FINANCIAL GROUP, INC.$1,225,133$1,430,955,241—$1,430,955,241
      176CORDA INVESTMENT MANAGEMENT, LLC$556,491$1,445,659,872$54,084,429$1,499,744,301
      1771900 WEALTH$2,574,573$1,567,692,630$46,564,670$1,614,257,300
      178DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC$1,116,232$1,582,134,460$23,006,736$1,605,141,196
      179BOWIE CAPITAL MANAGEMENT, LLC$57,962,287$1,622,944,040—$1,622,944,040
      180SFMG WEALTH ADVISORS$557,538$1,844,382,981$130,975,596$1,975,358,577
      181VENTURI PRIVATE WEALTH$944,517$2,277,586,606$5,309,956$2,282,896,562
      182TRUE NORTH ADVISORS, LLC$862,127$2,843,576,801$28,167,053$2,871,743,854
      183CH INVESTMENT PARTNERS, LLC$3,994,050$3,641,750,839$855,549,402$4,497,300,241
      184RGT WEALTH ADVISORS$1,257,080$5,555,737,222$195,402,804$5,751,140,026
      185JASPER RIDGE PARTNERS, L.P.$716,443,547$34,075,670,371$1,030,063,447$35,105,733,818
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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 Research.

      Reprints: For reprints of these rankings, please contact Caroline Murphy.

      *Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.