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