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.

Filters

Filters

# of employees

MinMax
Apply

High-net-worth client assets

    View More

      Total AUM

      MinMax
      Apply

      Total accounts

      MinMax
      Apply

      Discretionary AUM

      MinMax
      Apply

      Avg. discretionary account AUM

      MinMax
      Apply

      Non-discretionary AUM

      MinMax
      Apply

      Non-discretionary accounts

      MinMax
      Apply

      Average non-discretionary account AUM

      MinMax
      Apply

      Avg. account AUM

      MinMax
      Apply
      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      151J.K. FINANCIAL, INC.$438,182$168,700,000—$168,700,000
      152LEGACY ASSET MANAGEMENT, INC.$695,079$139,015,884—$139,015,884
      153PENNEY FINANCIAL$552,759$127,687,390—$127,687,390
      154THE PERSONAL WEALTH COACH$248,772$199,266,555—$199,266,555
      155THE FINANCIAL ADVISORY GROUP, INC.$557,177$1,200,159,117—$1,200,159,117
      156LIFEWAY FINANCIAL CORPORATION$678,544$271,417,780—$271,417,780
      157CHRISTIAN FINANCIAL ADVISORS$188,731$149,475,097—$149,475,097
      158PIN OAK INVESTMENT ADVISORS INC$888,455$616,588,013—$616,588,013
      159TEAMWORK FINANCIAL ADVISORS, LLC$328,014$606,169,667—$606,169,667
      160WISDOM INDEX ADVISORS$281,301$169,343,106—$169,343,106
      161AMICUS FINANCIAL ADVISORS, LLC$292,776$364,506,125—$364,506,125
      162MILLER GLOBAL INVESTMENTS, L.L.C.$1,017,134$164,775,737—$164,775,737
      163LIVE OAK WEALTH ADVISORY GROUP, LLC$393,301$125,463,109—$125,463,109
      164BKA WEALTH CONSULTING, INC.$222,070$141,236,732—$141,236,732
      165TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.$1,128,736$1,406,404,904—$1,406,404,904
      166BOWIE CAPITAL MANAGEMENT, LLC$57,962,287$1,622,944,040—$1,622,944,040
      167THE GOFF FINANCIAL GROUP$824,419$457,552,800—$457,552,800
      168WPA FAMILY OFFICE, LLC$1,259,036$135,975,850—$135,975,850
      169CLEAR ROCK ADVISORS, LLC$775,916$388,734,152—$388,734,152
      170VIRTUS FAMILY OFFICE$1,745,481$335,132,366—$335,132,366
      171TRUE FINANCIAL GROUP$141,972$252,000,000—$252,000,000
      172SECURE FINANCIAL MANAGEMENT$530,318$164,398,425—$164,398,425
      173CONSILIUM WEALTH ADVISORY, LLC$510,762$247,719,618—$247,719,618
      174LAKE HILLS WEALTH MANAGEMENT, LLC$231,796$160,866,640—$160,866,640
      175LBJ FAMILY WEALTH ADVISORS, LTD.$4,013,143$361,182,830—$361,182,830
      176STEWARD WEALTH MANAGEMENT$459,387$507,163,091—$507,163,091
      177INVESTMENT ADVISORY SERVICES, INC$490,158$427,908,045—$427,908,045
      178GIBSON WEALTH ADVISORS, LLC$328,521$114,653,700—$114,653,700
      179VINEYARD FAMILY WEALTH ADVISORS$1,340,401$104,551,267—$104,551,267
      180EUBANK, HUTSON & ASSOCIATES, LLC$247,887$137,329,198—$137,329,198
      181WJ INTERESTS, LLC$592,841$455,302,000—$455,302,000
      182CLINTSMAN FINANCIAL PLANNING$362,767$508,599,590—$508,599,590
      183ROTH FINANCIAL PARTNERS LLC$538,166$359,494,846—$359,494,846
      184PARAGON FINANCIAL ADVISORS$339,079$553,377,657—$553,377,657
      185CULTIVAR CAPITAL, INC.$400,895$319,112,724—$319,112,724
      « Previous Page

      Showing 151 to 185 of 185 entries

      Page 1 | 2 | 3 | 4

      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.