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$1,068,105$4,112,801,814$222,637,226$4,335,439,040
2Ch Investment Partners, Llc$3,111,608$2,751,450,579$823,786,993$3,575,237,572
3Frontier Investment Management Co$716,556$3,286,843,011$3,286,843,011
4Paul Comstock Partners$19,600,037$7,525,251$2,462,079,377$2,469,604,628
5Covenant$1,028,460$1,760,738,251$53,465,890$1,814,204,141
6True North Advisors, Llc$513,091$1,581,734,664$19,623,015$1,601,357,679
7Chilton Capital Management Llc$967,375$1,593,951,090$1,250,340$1,595,201,430
8Sfmg Wealth Advisors$496,349$1,459,390,667$87,234,353$1,546,625,020
9Durbin Bennett Private Wealth Management, Llc$863,151$1,160,444,136$49,692,962$1,210,137,098
10Lee Financial Company, Llc$686,992$1,119,065,779$5,540,030$1,124,605,809
11Austin Asset$562,611$1,021,522,641$18,181,628$1,039,704,269
12Tanglewood Total Wealth Management, Inc.$912,138$1,037,101,000$1,037,101,000
13Wealthstreet Investment Advisors, Llc$1,384,385$1,028,976,473$1,005,987$1,029,982,460
14The Financial Advisory Group, Inc.$484,096$957,057,157$957,057,157
15Adell Harriman & Carpenter$542,804$921,138,152$921,138,152
16Requisite Capital Management Llc$2,133,768$462,386,159$393,254,667$855,640,826
17Sather Financial Group, Inc.$786,813$853,692,481$853,692,481
18Diesslin Group, Inc.$486,124$573,937,988$231,082,536$805,020,524
19Segment Wealth Management, Llc$1,028,992$768,657,179$768,657,179
20Fmp Wealth Advisers$327,183$670,870,000$55,803,000$726,673,000
21Monticello Wealth Management, Llc$1,647,838$709,305,146$14,095,733$723,400,879
22Galapagos Partners, L.P.$27,399,707$219,322,890$493,069,483$712,392,373
23Howard Financial Services, Ltd.$464,523$644,850,086$56,579,580$701,429,666
24Meridian Wealth Advisors, Llc$704,855$662,173,160$35,633,443$697,806,603
25Cypress Point Wealth Management, Llc$110,225$599,298,417$89,940,649$689,239,066
26Sequent Asset Management, Llc$1,569,115$344,446,718$287,906,692$632,353,410
27Stratford Consulting, Llc$763,533$619,224,897$619,224,897
28Briaud Financial Advisors$313,678$582,770,489$11,021,437$593,791,926
29Autumn Lane Advisors, Llc$2,347,249$293,305,000$272,382,000$565,687,000
30Franklin, Parlapiano, Turner & Welch Llc$1,511,019$529,400,325$2,478,406$531,878,731
31T.O.S. Advisors, Llc$2,773,864$524,260,203$524,260,203
32Kmh Wealth Management, Llc$479,369$499,782,815$8,827,567$508,610,382
33Optima Asset Management Inc$2,186,892$478,929,419$478,929,419
34Pin Oak Investment Advisors Inc$691,282$472,836,729$472,836,729
35Wealthstar Advisors, Llc$227,958$452,725,108$452,725,108
36Avion Wealth$283,123$450,732,597$450,732,597
37Quadcap Wealth Management, Llc$582,131$443,328,320$4,912,597$448,240,917
38Goodman Financial Corporation$1,957,319$448,226,070$448,226,070
39Fca Corp$812,165$396,647,276$39,485,170$436,132,446
40Austin Private Wealth, Llc$217,800$422,425,422$11,650,156$434,075,578
41Cfm Wealth Partners Llc$718,016$429,016,854$356,436$429,373,290
42Lauterbach Financial Advisors, Llc$462,341$427,947,027$1,105,733$429,052,760
43Harrell Investment Partners, Llc$607,434$371,292,985$5,923,622$377,216,607
44Partnersinwealth, Inc$382,132$248,229,366$128,553,233$376,782,599
45Hfg Wealth Management, Llc$314,275$367,926,272$2,918,030$370,844,302
46Early Mcclintic & Mcmillan, Llp$361,966$217,854,002$146,284,234$364,138,236
47Steward Wealth Management$470,256$362,567,663$362,567,663
48Clintsman Financial Planning$299,237$361,477,806$361,477,806
49The Watchman Group, Inc.$511,310$354,849,353$354,849,353
50The Goff Financial Group$675,110$339,876,548$13,881,065$353,757,613
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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 Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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 5, 2019.