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 |
|---|---|---|---|---|---|
| 51 | Forthright Family Wealth Advisory LLC | $1,041,335 | $181,192,305 | — | $181,192,305 |
| 52 | Clare Market Investments, LLC | $591,428 | $370,234,000 | — | $370,234,000 |
| 53 | Clear Sky Financial, Lp | $366,122 | $105,443,079 | — | $105,443,079 |
| 54 | WJ Interests, LLC | $523,312 | $390,391,000 | — | $390,391,000 |
| 55 | Vaquero Private Wealth, Ltd. | $1,094,193 | $166,317,339 | — | $166,317,339 |
| 56 | Lifeway Financial Corporation | $583,185 | $239,105,720 | — | $239,105,720 |
| 57 | Heritage Wealth Management, Inc. | $396,671 | $184,451,942 | — | $184,451,942 |
| 58 | Sather Financial Group, Inc. | $974,268 | $1,050,261,019 | — | $1,050,261,019 |
| 59 | Segment Wealth Management, LLC | $1,128,542 | $902,833,585 | — | $902,833,585 |
| 60 | TL Private Wealth LLC | $468,857 | $255,058,004 | — | $255,058,004 |
| 61 | Oliphint Associates LLC | $515,282 | $258,671,675 | — | $258,671,675 |
| 62 | Waterway Wealth Management, L.L.C. | $379,318 | $421,422,639 | — | $421,422,639 |
| 63 | Parker Financial Advisors LLC | $548,602 | $172,713,358 | $96,173 | $172,809,531 |
| 64 | HFP Wealth Management, LLC | $409,565 | $217,764,115 | $124,407 | $217,888,522 |
| 65 | Keene & Associates, Inc. | $447,794 | $123,899,854 | $586,826 | $124,486,680 |
| 66 | Wealthstreet Investment Advisors, LLC | $1,529,480 | $1,178,354,743 | $874,633 | $1,179,229,376 |
| 67 | Fruth Investment Management | $749,910 | $303,572,366 | $891,168 | $304,463,534 |
| 68 | Insight Wealth Partners, LLC | $234,443 | $568,561,627 | $901,312 | $569,462,939 |
| 69 | CFM Wealth Partners LLC | $816,112 | $483,033,352 | $921,150 | $483,954,502 |
| 70 | Garner Asset Management Corporation | $799,488 | $312,434,494 | $964,772 | $313,399,266 |
| 71 | Lauterbach Financial Advisors, LLC | $492,014 | $450,573,553 | $1,094,871 | $451,668,424 |
| 72 | Helen Stephens Group, LLC | $346,937 | $185,087,838 | $1,217,210 | $186,305,048 |
| 73 | Legacy One Financial Advisors, LLC | $692,965 | $1,358,374,360 | $1,222,677 | $1,359,597,037 |
| 74 | Truefg, LLC | $149,750 | $178,600,000 | $1,400,000 | $180,000,000 |
| 75 | Amicus Financial Advisors, LLC | $261,563 | $288,340,568 | $1,470,914 | $289,811,482 |
| 76 | Stegent Equity Advisors Inc. | $558,035 | $210,360,299 | $1,693,009 | $212,053,308 |
| 77 | Fortune Wealth Management, LLC | $1,294,254 | $287,909,432 | $2,003,568 | $289,913,000 |
| 78 | Islay Capital Management, LLC | $612,733 | $206,294,283 | $2,034,898 | $208,329,181 |
| 79 | Fortiter Wealth Management, LLC | $1,991,059 | $324,289,830 | $2,243,926 | $326,533,756 |
| 80 | Equistar Wealth Management LLC | $635,292 | $174,991,992 | $2,254,525 | $177,246,517 |
| 81 | Trisperity Advisors, LLC | $317,679 | $200,903,704 | $2,410,642 | $203,314,346 |
| 82 | Franklin, Parlapiano, Turner & Welch LLC | $1,618,928 | $571,960,950 | $2,758,455 | $574,719,405 |
| 83 | Silicon Hills Wealth Management, LLC | $390,436 | $211,172,061 | $2,786,601 | $213,958,662 |
| 84 | MURPHY & SYLVEST | $310,854 | $129,602,314 | $2,821,507 | $132,423,821 |
| 85 | Stone Asset Management, Inc. | $1,079,366 | $242,087,219 | $2,928,824 | $245,016,043 |
| 86 | Focus Wealth Advisors, LLC | $470,232 | $190,255,321 | $3,010,158 | $193,265,479 |
| 87 | Camden Wealth Advisors LLC | $490,461 | $244,264,976 | $3,908,441 | $248,173,417 |
| 88 | Quadcap Wealth Management, LLC | $594,229 | $553,918,075 | $4,656,747 | $558,574,822 |
| 89 | Bird Rock Asset Management, Lp. | $316,955 | $113,019,352 | $5,204,988 | $118,224,340 |
| 90 | Beacon Financial Advisors Ltd | $522,439 | $286,273,293 | $5,247,514 | $291,520,807 |
| 91 | Lee Financial Company, LLC | $685,492 | $1,177,344,720 | $5,814,456 | $1,183,159,176 |
| 92 | Keener Financial Planning, LLC | $504,786 | $185,239,753 | $6,074,199 | $191,313,952 |
| 93 | J. Team Financial, Inc. | $154,132 | $128,302,136 | $6,409,482 | $134,711,618 |
| 94 | Roserock Wealth Management, LLC | $414,729 | $98,000,000 | $9,000,000 | $107,000,000 |
| 95 | KMH Wealth Management, LLC | $502,440 | $558,194,093 | $11,069,873 | $569,263,966 |
| 96 | Briaud Financial Planning Inc | $368,063 | $656,995,756 | $12,510,232 | $669,505,988 |
| 97 | Harrell Investment Partners, LLC | $607,728 | $412,631,294 | $12,778,631 | $425,409,925 |
| 98 | Allred Capital Management, LLC | $403,224 | $340,465,128 | $13,969,090 | $354,434,218 |
| 99 | Austin Asset Management Co | $615,480 | $1,162,227,195 | $14,571,243 | $1,176,798,438 |
| 100 | Matthew Goff Investment Advisor, LLC | $719,785 | $366,957,904 | $15,248,078 | $382,205,982 |
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.
