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
51FCA Corp$691,452$400,081,062$52,128,867$452,209,929
52Childress Capital Advisors, LLC$2,714,489$399,029,836$399,029,836
53WJ Interests, LLC$523,312$390,391,000$390,391,000
54Clare Market Investments, LLC$591,428$370,234,000$370,234,000
55Matthew Goff Investment Advisor, LLC$719,785$366,957,904$15,248,078$382,205,982
56Investment Advisory Services, Inc$450,275$364,722,816$364,722,816
57William Madison Advisors, Inc.$681,762$357,925,283$357,925,283
58McElhenny Sheffield Capital Management, LLC$252,874$347,196,579$347,196,579
59Sequent Asset Management, LLC$1,568,407$343,092,637$368,964,176$712,056,813
60Allred Capital Management, LLC$403,224$340,465,128$13,969,090$354,434,218
61Fortiter Wealth Management, LLC$1,991,059$324,289,830$2,243,926$326,533,756
62LBJ Family Wealth Advisors, Ltd.$4,158,743$320,223,179$320,223,179
63Roth Financial Partners LLC$505,876$316,172,571$316,172,571
64Garner Asset Management Corporation$799,488$312,434,494$964,772$313,399,266
65Autumn Lane Advisors, LLC$1,521,181$306,560,000$323,209,000$629,769,000
66Fruth Investment Management$749,910$303,572,366$891,168$304,463,534
67Engrave Wealth Partners, LLC$519,782$301,473,510$301,473,510
68Tanglewood Legacy Advisors, LLC$765,777$298,448,354$17,051,971$315,500,325
69New Capital Management, Lp$3,291,875$293,020,000$23,000,000$316,020,000
70Rench Wealth Management, Inc.$1,187,751$292,186,756$292,186,756
71Clear Rock Advisors, LLC$699,122$291,534,003$291,534,003
72Amicus Financial Advisors, LLC$261,563$288,340,568$1,470,914$289,811,482
73Fortune Wealth Management, LLC$1,294,254$287,909,432$2,003,568$289,913,000
74Grunden Financial Advisory, Inc.$286,224$286,796,156$286,796,156
75Beacon Financial Advisors Ltd$522,439$286,273,293$5,247,514$291,520,807
76Cultivar Capital, Inc.$383,217$285,496,935$285,496,935
77Concorde Financial Corporation$2,890,400$272,405,058$83,114,109$355,519,167
78Galapagos Partners, L.P.$25,269,101$270,807,033$461,996,902$732,803,935
79Horizon Advisors, LLC$485,307$267,787,635$34,073,590$301,861,225
80Oliphint Associates LLC$515,282$258,671,675$258,671,675
81TL Private Wealth LLC$468,857$255,058,004$255,058,004
82Schubert & Company, Inc.$547,997$245,502,447$245,502,447
83Trinity Legacy Partners, LLC$501,099$244,733,810$37,384,909$282,118,719
84Camden Wealth Advisors LLC$490,461$244,264,976$3,908,441$248,173,417
85Stone Asset Management, Inc.$1,079,366$242,087,219$2,928,824$245,016,043
86Lifeway Financial Corporation$583,185$239,105,720$239,105,720
87Early Mcclintic & Mcmillan, LLP$865,357$236,987,361$168,865,012$405,852,373
88Financial Life Advisors LLC$425,754$229,517,682$54,886,134$284,403,816
89T.O.S. Advisors, LLC$1,125,324$226,190,077$226,190,077
90The Menard Financial Group, LLC$1,021,180$225,680,794$225,680,794
91Paratus Financial, Inc.$474,266$221,642,213$1,585,311,161$1,806,953,374
92HFP Wealth Management, LLC$409,565$217,764,115$124,407$217,888,522
93Haven Wealth Group LLC$397,708$215,160,111$215,160,111
94Silicon Hills Wealth Management, LLC$390,436$211,172,061$2,786,601$213,958,662
95Stegent Equity Advisors Inc.$558,035$210,360,299$1,693,009$212,053,308
96Patron Partners, LLC$414,324$207,576,132$207,576,132
97Islay Capital Management, LLC$612,733$206,294,283$2,034,898$208,329,181
98KM Capital Management, Ltd.$891,130$202,742,961$42,317,653$245,060,614
99Bonner & Smith, LLC$851,370$202,626,111$202,626,111
100Trisperity Advisors, LLC$317,679$200,903,704$2,410,642$203,314,346
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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.