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
101Wealth Covenant Group LLC$640,728$193,500,000$193,500,000
102Mills Wealth Advisors, LLC$189,344$192,762,340$28,959,407$221,721,747
103Focus Wealth Advisors, LLC$470,232$190,255,321$3,010,158$193,265,479
104Keener Financial Planning, LLC$504,786$185,239,753$6,074,199$191,313,952
105Helen Stephens Group, LLC$346,937$185,087,838$1,217,210$186,305,048
106Whiterock Wealth Management Co.$608,631$185,055,912$33,442,466$218,498,378
107Heritage Wealth Management, Inc.$396,671$184,451,942$184,451,942
108Forthright Family Wealth Advisory LLC$1,041,335$181,192,305$181,192,305
109Truefg, LLC$149,750$178,600,000$1,400,000$180,000,000
110Equistar Wealth Management LLC$635,292$174,991,992$2,254,525$177,246,517
111Parker Financial Advisors LLC$548,602$172,713,358$96,173$172,809,531
112Vaquero Private Wealth, Ltd.$1,094,193$166,317,339$166,317,339
113The Wealth Coach, LLC$212,401$165,673,082$165,673,082
114J.K. Financial, Inc.$432,723$165,300,000$165,300,000
115Virtus Family Office, LLC$2,310,551$154,806,947$154,806,947
116Parkstone Wealth Management, LLC$1,959,597$152,848,543$152,848,543
117Hutto Retirement Advisors, LLC$184,879$149,012,760$149,012,760
118Financial Innovations LLC$258,129$144,552,134$144,552,134
119Consilium Wealth Advisory, LLC$500,455$143,130,201$143,130,201
120Strategic Financial Planning, Inc.$292,607$142,499,777$142,499,777
121Miller Global Investments, L.L.C.$881,980$141,116,816$141,116,816
122The Rudd Company, LLC$273,407$133,407,934$18,059,648$151,467,582
123MURPHY & SYLVEST$310,854$129,602,314$2,821,507$132,423,821
124Imperium Wealth Management, LLC$242,402$128,587,046$22,914,284$151,501,330
125Eubank, Hutson & Associates, LLC$229,696$128,399,812$128,399,812
126J. Team Financial, Inc.$154,132$128,302,136$6,409,482$134,711,618
127D.R. Saur Financial, Inc.$174,138$126,250,191$126,250,191
128Riley Wealth Advisors, LLC$151,325$125,600,000$125,600,000
129Archer Investment Management, LLC$218,991$125,481,719$125,481,719
130Lucien Stirling & Gray Advisory Group Inc$175,039$124,893,764$48,569,797$173,463,561
131Keene & Associates, Inc.$447,794$123,899,854$586,826$124,486,680
132Centered Wealth, LLC$605,419$115,635,029$115,635,029
133Brazos Capital, LLC$414,096$113,462,403$113,462,403
134Bird Rock Asset Management, Lp.$316,955$113,019,352$5,204,988$118,224,340
135Daniels & Erickson Financial Advisors, LLC$802,218$109,101,659$109,101,659
136Clear Sky Financial, Lp$366,122$105,443,079$105,443,079
137Corps Capital Advisors, LLC$1,010,076$102,580,000$30,750,000$133,330,000
138Roserock Wealth Management, LLC$414,729$98,000,000$9,000,000$107,000,000
139SADDOCK WEALTH, LLC$1,868,116$72,400,000$56,500,000$128,900,000
140First Endowment Development Corp$24,905,746$7,471,803$2,781,971,693$2,789,443,496
141BIRNAM WOOD CAPITAL, LLC$687,752$117,605,527$117,605,527
142Optima Asset Management Inc$2,345,100$490,125,863$490,125,863
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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.