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, LLC$1,168,347$4,714,561,153$145,762,623$4,860,323,776
2CH INVESTMENT PARTNERS, LLC$3,111,608$2,751,450,579$823,786,993$3,575,237,572
3True North Advisors, LLC$708,300$2,316,755,756$21,343,657$2,338,099,413
4Covenant Multi-Family Offices, LLC$1,089,833$1,986,473,095$72,221,769$2,058,694,864
5Venturi Wealth Management, LLC$681,442$1,735,590,000$41,610,000$1,777,200,000
6Sfmg, LLC.$503,911$1,551,583,328$116,864,879$1,668,448,207
7Legacy One Financial Advisors, LLC$692,965$1,358,374,360$1,222,677$1,359,597,037
8Tanglewood Wealth Management, Inc.$1,042,339$1,224,748,000$1,224,748,000
9Durbin Bennett Private Wealth Management, LLC$1,082,346$1,220,806,382$65,020,699$1,285,827,081
10Corda Investment Management, LLC$497,195$1,195,187,987$47,800,000$1,242,987,987
11Wealthstreet Investment Advisors, LLC$1,529,480$1,178,354,743$874,633$1,179,229,376
12Lee Financial Company, LLC$685,492$1,177,344,720$5,814,456$1,183,159,176
13Austin Asset Management Co$615,480$1,162,227,195$14,571,243$1,176,798,438
14Beaird Harris Wealth Management, LLC$505,031$1,135,832,001$126,239,328$1,262,071,329
15The Financial Advisory Group, Inc.$532,329$1,082,224,661$1,082,224,661
16Sather Financial Group, Inc.$974,268$1,050,261,019$1,050,261,019
17Adell Harriman & Carpenter Inc$575,797$1,032,403,916$1,032,403,916
18Financial Synergies Wealth Advisors, Inc.$1,580,415$1,016,206,821$1,016,206,821
19Segment Wealth Management, LLC$1,128,542$902,833,585$902,833,585
20Meridian Wealth Advisors, LLC$719,557$839,743,048$33,799,718$873,542,766
21Financial Management Professionals Inc$377,045$767,962,203$41,177,000$809,139,203
22Howard Financial Services, Ltd.$710,052$746,128,761$16,467,244$762,596,005
23Briaud Financial Planning Inc$368,063$656,995,756$12,510,232$669,505,988
24RICHARD P. SLAUGHTER ASSOCIATES, INC.$534,688$622,756,284$134,896,419$757,652,703
25STRATFORD CONSULTING, LLC$763,533$619,224,897$619,224,897
26Diesslin Group, Inc.$526,727$597,114,028$129,769,812$726,883,840
27Franklin, Parlapiano, Turner & Welch LLC$1,618,928$571,960,950$2,758,455$574,719,405
28Insight Wealth Partners, LLC$234,443$568,561,627$901,312$569,462,939
29Wpwealth LLP$381,912$568,479,191$157,534,723$726,013,914
30KMH Wealth Management, LLC$502,440$558,194,093$11,069,873$569,263,966
31Quadcap Wealth Management, LLC$594,229$553,918,075$4,656,747$558,574,822
32Requisite Capital Management LLC$3,403,288$553,520,116$453,853,165$1,007,373,281
33Wealthstar Advisors, LLC$250,807$539,235,828$539,235,828
34Cypress Point Wealth Management, LLC$125,380$514,111,530$115,545,082$629,656,612
35Avion Wealth, LLC$319,724$500,687,553$500,687,553
36Pin Oak Investment Advisors Inc$755,424$491,780,969$491,780,969
37Goodman Financial Corporation$741,916$488,180,731$488,180,731
38Archetype Wealth Partners, LLC$647,076$485,954,348$485,954,348
39CFM Wealth Partners LLC$816,112$483,033,352$921,150$483,954,502
40Teamwork Financial Advisors, LLC$184,461$463,920,002$463,920,002
41Rhame & Gorrell Wealth Management, LLC$431,518$451,368,034$451,368,034
42Lauterbach Financial Advisors, LLC$492,014$450,573,553$1,094,871$451,668,424
43Ackerman Capital Advisors, LLC$918,020$434,278,331$30,239,912$464,518,243
44Paragon Advisors, L.L.C.$328,963$428,638,893$428,638,893
45Waterway Wealth Management, L.L.C.$379,318$421,422,639$421,422,639
46Jojenco Holdings, LLC$317,333$419,831,406$419,831,406
47Harrell Investment Partners, LLC$607,728$412,631,294$12,778,631$425,409,925
48HFG Wealth Management, LLC$1,317,515$409,044,003$40,228,782$449,272,785
49Steward Financial Group, LLC$488,853$407,703,080$407,703,080
50The Watchman Group, Inc.$548,161$400,705,711$400,705,711
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Showing 1 to 50 of 142 entries

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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.