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
      151ACKERMAN CAPITAL MANAGEMENT$939,608$457,468,346$51,799,183$509,267,529
      152M.C. BYRD WEALTH MANAGEMENT, LLC$270,484$184,284,080$53,471,206$237,755,286
      153FCA CORP$885,621$467,872,061$53,758,978$521,631,039
      154CORDA INVESTMENT MANAGEMENT, LLC$556,491$1,445,659,872$54,084,429$1,499,744,301
      155CAERUS INVESTMENT ADVISORS, LLC$561,612$149,010,444$55,416,430$204,426,874
      156WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC$1,619,611$235,910,275$58,858,987$294,769,262
      157TRINITY FIDUCIARY PARTNERS, LLC$719,314$42,179,444$62,840,444$105,019,888
      158KM CAPITAL MANAGEMENT, LTD.$940,289$192,969,182$72,192,201$265,161,383
      159FINANCIAL LIFE ADVISORS$500,078$281,565,731$78,990,591$360,556,322
      160SOLUTIONS 4 WEALTH$281,082$63,816,122$79,535,689$143,351,811
      161SHELTON WEALTH MANAGEMENT, LLC$688,258$189,590,083$87,089,498$276,679,581
      162CONCORDE INVESTMENT MANAGEMENT$2,902,478$278,458,951$87,253,294$365,712,245
      163TRINITY PORTFOLIO ADVISORS, LLC$384,425$228,708,199$87,673,620$316,381,819
      164CYPRESS POINT WEALTH MANAGEMENT, LLC$886,428$626,232,809$101,524,292$727,757,101
      165BEAIRD HARRIS$525,799$1,402,052,000$120,662,000$1,522,714,000
      166MAQRO ADVISORS LLC$213,899$18,185,813$123,201,377$141,387,190
      167DIESSLIN GROUP, INC.$570,904$606,515,680$123,670,084$730,185,764
      168SFMG WEALTH ADVISORS$557,538$1,844,382,981$130,975,596$1,975,358,577
      169STOWE FINANCIAL PLANNING, L.L.C.$534,632—$145,420,000$145,420,000
      170SAXON FINANCIAL GROUP$324,536$299,705,318$149,128,428$448,833,746
      171PALADINI FINANCIAL ADVISORS, LLC$307,417—$162,008,884$162,008,884
      172EARLY MCCLINTIC & MCMILLAN, LLP$852,798$264,314,721$184,257,174$448,571,895
      173RGT WEALTH ADVISORS$1,257,080$5,555,737,222$195,402,804$5,751,140,026
      174PARATUS FINANCIAL, INC.$1,168,327$294,430,035$199,772,313$494,202,348
      175T.O.S. ADVISORS, LLC$1,469,866$306,947,116$203,096,455$510,043,571
      176WPWEALTH LLP$404,317$645,821,639$268,742,490$914,564,129
      177AUTUMN LANE ADVISORS, LLC$2,224,577$431,158,000$336,321,000$767,479,000
      178SEQUENT ASSET MANAGEMENT, LLC$1,759,124$377,413,283$433,542,857$810,956,140
      179GALAPAGOS WEALTH MANAGEMENT, LLC$28,945,572$333,945,185$534,421,984$868,367,169
      180KINGS PATH PARTNERS LLC$2,519,936$203,264,535$542,636,634$745,901,169
      181REQUISITE CAPITAL MANAGEMENT LLC$2,199,514$489,190,675$559,977,584$1,049,168,259
      182OPTIMA ASSET MANAGEMENT INC$2,555,546—$669,553,144$669,553,144
      183CH INVESTMENT PARTNERS, LLC$3,994,050$3,641,750,839$855,549,402$4,497,300,241
      184JASPER RIDGE PARTNERS, L.P.$716,443,547$34,075,670,371$1,030,063,447$35,105,733,818
      185PAUL COMSTOCK PARTNERS$30,318,857—$3,365,393,181$3,365,393,181
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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.