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
101Howard Financial Services, Ltd.$710,052$746,128,761$16,467,244$762,596,005
102Tanglewood Legacy Advisors, LLC$765,777$298,448,354$17,051,971$315,500,325
103The Rudd Company, LLC$273,407$133,407,934$18,059,648$151,467,582
104True North Advisors, LLC$708,300$2,316,755,756$21,343,657$2,338,099,413
105Imperium Wealth Management, LLC$242,402$128,587,046$22,914,284$151,501,330
106New Capital Management, Lp$3,291,875$293,020,000$23,000,000$316,020,000
107Mills Wealth Advisors, LLC$189,344$192,762,340$28,959,407$221,721,747
108Ackerman Capital Advisors, LLC$918,020$434,278,331$30,239,912$464,518,243
109Corps Capital Advisors, LLC$1,010,076$102,580,000$30,750,000$133,330,000
110Whiterock Wealth Management Co.$608,631$185,055,912$33,442,466$218,498,378
111Meridian Wealth Advisors, LLC$719,557$839,743,048$33,799,718$873,542,766
112Horizon Advisors, LLC$485,307$267,787,635$34,073,590$301,861,225
113Trinity Legacy Partners, LLC$501,099$244,733,810$37,384,909$282,118,719
114HFG Wealth Management, LLC$1,317,515$409,044,003$40,228,782$449,272,785
115Financial Management Professionals Inc$377,045$767,962,203$41,177,000$809,139,203
116Venturi Wealth Management, LLC$681,442$1,735,590,000$41,610,000$1,777,200,000
117KM Capital Management, Ltd.$891,130$202,742,961$42,317,653$245,060,614
118Corda Investment Management, LLC$497,195$1,195,187,987$47,800,000$1,242,987,987
119Lucien Stirling & Gray Advisory Group Inc$175,039$124,893,764$48,569,797$173,463,561
120FCA Corp$691,452$400,081,062$52,128,867$452,209,929
121Financial Life Advisors LLC$425,754$229,517,682$54,886,134$284,403,816
122SADDOCK WEALTH, LLC$1,868,116$72,400,000$56,500,000$128,900,000
123Durbin Bennett Private Wealth Management, LLC$1,082,346$1,220,806,382$65,020,699$1,285,827,081
124Covenant Multi-Family Offices, LLC$1,089,833$1,986,473,095$72,221,769$2,058,694,864
125Concorde Financial Corporation$2,890,400$272,405,058$83,114,109$355,519,167
126Cypress Point Wealth Management, LLC$125,380$514,111,530$115,545,082$629,656,612
127Sfmg, LLC.$503,911$1,551,583,328$116,864,879$1,668,448,207
128BIRNAM WOOD CAPITAL, LLC$687,752$117,605,527$117,605,527
129Beaird Harris Wealth Management, LLC$505,031$1,135,832,001$126,239,328$1,262,071,329
130Diesslin Group, Inc.$526,727$597,114,028$129,769,812$726,883,840
131RICHARD P. SLAUGHTER ASSOCIATES, INC.$534,688$622,756,284$134,896,419$757,652,703
132RGT Wealth Advisors, LLC$1,168,347$4,714,561,153$145,762,623$4,860,323,776
133Wpwealth LLP$381,912$568,479,191$157,534,723$726,013,914
134Early Mcclintic & Mcmillan, LLP$865,357$236,987,361$168,865,012$405,852,373
135Autumn Lane Advisors, LLC$1,521,181$306,560,000$323,209,000$629,769,000
136Sequent Asset Management, LLC$1,568,407$343,092,637$368,964,176$712,056,813
137Requisite Capital Management LLC$3,403,288$553,520,116$453,853,165$1,007,373,281
138Galapagos Partners, L.P.$25,269,101$270,807,033$461,996,902$732,803,935
139Optima Asset Management Inc$2,345,100$490,125,863$490,125,863
140CH INVESTMENT PARTNERS, LLC$3,111,608$2,751,450,579$823,786,993$3,575,237,572
141Paratus Financial, Inc.$474,266$221,642,213$1,585,311,161$1,806,953,374
142First Endowment Development Corp$24,905,746$7,471,803$2,781,971,693$2,789,443,496
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Showing 101 to 142 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.