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
      151LEGACY ASSET MANAGEMENT, INC.$695,079$139,015,884—$139,015,884
      152PENNEY FINANCIAL$552,759$127,687,390—$127,687,390
      153THE PERSONAL WEALTH COACH$248,772$199,266,555—$199,266,555
      154THE FINANCIAL ADVISORY GROUP, INC.$557,177$1,200,159,117—$1,200,159,117
      155LIFEWAY FINANCIAL CORPORATION$678,544$271,417,780—$271,417,780
      156CHRISTIAN FINANCIAL ADVISORS$188,731$149,475,097—$149,475,097
      157PIN OAK INVESTMENT ADVISORS INC$888,455$616,588,013—$616,588,013
      158TEAMWORK FINANCIAL ADVISORS, LLC$328,014$606,169,667—$606,169,667
      159WISDOM INDEX ADVISORS$281,301$169,343,106—$169,343,106
      160AMICUS FINANCIAL ADVISORS, LLC$292,776$364,506,125—$364,506,125
      161MILLER GLOBAL INVESTMENTS, L.L.C.$1,017,134$164,775,737—$164,775,737
      162LIVE OAK WEALTH ADVISORY GROUP, LLC$393,301$125,463,109—$125,463,109
      163BKA WEALTH CONSULTING, INC.$222,070$141,236,732—$141,236,732
      164TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.$1,128,736$1,406,404,904—$1,406,404,904
      165BOWIE CAPITAL MANAGEMENT, LLC$57,962,287$1,622,944,040—$1,622,944,040
      166THE GOFF FINANCIAL GROUP$824,419$457,552,800—$457,552,800
      167WPA FAMILY OFFICE, LLC$1,259,036$135,975,850—$135,975,850
      168CLEAR ROCK ADVISORS, LLC$775,916$388,734,152—$388,734,152
      169VIRTUS FAMILY OFFICE$1,745,481$335,132,366—$335,132,366
      170TRUE FINANCIAL GROUP$141,972$252,000,000—$252,000,000
      171SECURE FINANCIAL MANAGEMENT$530,318$164,398,425—$164,398,425
      172CONSILIUM WEALTH ADVISORY, LLC$510,762$247,719,618—$247,719,618
      173LAKE HILLS WEALTH MANAGEMENT, LLC$231,796$160,866,640—$160,866,640
      174LBJ FAMILY WEALTH ADVISORS, LTD.$4,013,143$361,182,830—$361,182,830
      175STEWARD WEALTH MANAGEMENT$459,387$507,163,091—$507,163,091
      176INVESTMENT ADVISORY SERVICES, INC$490,158$427,908,045—$427,908,045
      177GIBSON WEALTH ADVISORS, LLC$328,521$114,653,700—$114,653,700
      178VINEYARD FAMILY WEALTH ADVISORS$1,340,401$104,551,267—$104,551,267
      179EUBANK, HUTSON & ASSOCIATES, LLC$247,887$137,329,198—$137,329,198
      180WJ INTERESTS, LLC$592,841$455,302,000—$455,302,000
      181CLINTSMAN FINANCIAL PLANNING$362,767$508,599,590—$508,599,590
      182ROTH FINANCIAL PARTNERS LLC$538,166$359,494,846—$359,494,846
      183PARAGON FINANCIAL ADVISORS$339,079$553,377,657—$553,377,657
      184CULTIVAR CAPITAL, INC.$400,895$319,112,724—$319,112,724
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      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.