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 |
|---|---|---|---|---|---|
| 1 | First Endowment Development Corp | $24,905,746 | $7,471,803 | $2,781,971,693 | $2,789,443,496 |
| 2 | Paratus Financial, Inc. | $474,266 | $221,642,213 | $1,585,311,161 | $1,806,953,374 |
| 3 | CH INVESTMENT PARTNERS, LLC | $3,111,608 | $2,751,450,579 | $823,786,993 | $3,575,237,572 |
| 4 | Optima Asset Management Inc | $2,345,100 | — | $490,125,863 | $490,125,863 |
| 5 | Galapagos Partners, L.P. | $25,269,101 | $270,807,033 | $461,996,902 | $732,803,935 |
| 6 | Requisite Capital Management LLC | $3,403,288 | $553,520,116 | $453,853,165 | $1,007,373,281 |
| 7 | Sequent Asset Management, LLC | $1,568,407 | $343,092,637 | $368,964,176 | $712,056,813 |
| 8 | Autumn Lane Advisors, LLC | $1,521,181 | $306,560,000 | $323,209,000 | $629,769,000 |
| 9 | Early Mcclintic & Mcmillan, LLP | $865,357 | $236,987,361 | $168,865,012 | $405,852,373 |
| 10 | Wpwealth LLP | $381,912 | $568,479,191 | $157,534,723 | $726,013,914 |
| 11 | RGT Wealth Advisors, LLC | $1,168,347 | $4,714,561,153 | $145,762,623 | $4,860,323,776 |
| 12 | RICHARD P. SLAUGHTER ASSOCIATES, INC. | $534,688 | $622,756,284 | $134,896,419 | $757,652,703 |
| 13 | Diesslin Group, Inc. | $526,727 | $597,114,028 | $129,769,812 | $726,883,840 |
| 14 | Beaird Harris Wealth Management, LLC | $505,031 | $1,135,832,001 | $126,239,328 | $1,262,071,329 |
| 15 | BIRNAM WOOD CAPITAL, LLC | $687,752 | — | $117,605,527 | $117,605,527 |
| 16 | Sfmg, LLC. | $503,911 | $1,551,583,328 | $116,864,879 | $1,668,448,207 |
| 17 | Cypress Point Wealth Management, LLC | $125,380 | $514,111,530 | $115,545,082 | $629,656,612 |
| 18 | Concorde Financial Corporation | $2,890,400 | $272,405,058 | $83,114,109 | $355,519,167 |
| 19 | Covenant Multi-Family Offices, LLC | $1,089,833 | $1,986,473,095 | $72,221,769 | $2,058,694,864 |
| 20 | Durbin Bennett Private Wealth Management, LLC | $1,082,346 | $1,220,806,382 | $65,020,699 | $1,285,827,081 |
| 21 | SADDOCK WEALTH, LLC | $1,868,116 | $72,400,000 | $56,500,000 | $128,900,000 |
| 22 | Financial Life Advisors LLC | $425,754 | $229,517,682 | $54,886,134 | $284,403,816 |
| 23 | FCA Corp | $691,452 | $400,081,062 | $52,128,867 | $452,209,929 |
| 24 | Lucien Stirling & Gray Advisory Group Inc | $175,039 | $124,893,764 | $48,569,797 | $173,463,561 |
| 25 | Corda Investment Management, LLC | $497,195 | $1,195,187,987 | $47,800,000 | $1,242,987,987 |
| 26 | KM Capital Management, Ltd. | $891,130 | $202,742,961 | $42,317,653 | $245,060,614 |
| 27 | Venturi Wealth Management, LLC | $681,442 | $1,735,590,000 | $41,610,000 | $1,777,200,000 |
| 28 | Financial Management Professionals Inc | $377,045 | $767,962,203 | $41,177,000 | $809,139,203 |
| 29 | HFG Wealth Management, LLC | $1,317,515 | $409,044,003 | $40,228,782 | $449,272,785 |
| 30 | Trinity Legacy Partners, LLC | $501,099 | $244,733,810 | $37,384,909 | $282,118,719 |
| 31 | Horizon Advisors, LLC | $485,307 | $267,787,635 | $34,073,590 | $301,861,225 |
| 32 | Meridian Wealth Advisors, LLC | $719,557 | $839,743,048 | $33,799,718 | $873,542,766 |
| 33 | Whiterock Wealth Management Co. | $608,631 | $185,055,912 | $33,442,466 | $218,498,378 |
| 34 | Corps Capital Advisors, LLC | $1,010,076 | $102,580,000 | $30,750,000 | $133,330,000 |
| 35 | Ackerman Capital Advisors, LLC | $918,020 | $434,278,331 | $30,239,912 | $464,518,243 |
| 36 | Mills Wealth Advisors, LLC | $189,344 | $192,762,340 | $28,959,407 | $221,721,747 |
| 37 | New Capital Management, Lp | $3,291,875 | $293,020,000 | $23,000,000 | $316,020,000 |
| 38 | Imperium Wealth Management, LLC | $242,402 | $128,587,046 | $22,914,284 | $151,501,330 |
| 39 | True North Advisors, LLC | $708,300 | $2,316,755,756 | $21,343,657 | $2,338,099,413 |
| 40 | The Rudd Company, LLC | $273,407 | $133,407,934 | $18,059,648 | $151,467,582 |
| 41 | Tanglewood Legacy Advisors, LLC | $765,777 | $298,448,354 | $17,051,971 | $315,500,325 |
| 42 | Howard Financial Services, Ltd. | $710,052 | $746,128,761 | $16,467,244 | $762,596,005 |
| 43 | Matthew Goff Investment Advisor, LLC | $719,785 | $366,957,904 | $15,248,078 | $382,205,982 |
| 44 | Austin Asset Management Co | $615,480 | $1,162,227,195 | $14,571,243 | $1,176,798,438 |
| 45 | Allred Capital Management, LLC | $403,224 | $340,465,128 | $13,969,090 | $354,434,218 |
| 46 | Harrell Investment Partners, LLC | $607,728 | $412,631,294 | $12,778,631 | $425,409,925 |
| 47 | Briaud Financial Planning Inc | $368,063 | $656,995,756 | $12,510,232 | $669,505,988 |
| 48 | KMH Wealth Management, LLC | $502,440 | $558,194,093 | $11,069,873 | $569,263,966 |
| 49 | Roserock Wealth Management, LLC | $414,729 | $98,000,000 | $9,000,000 | $107,000,000 |
| 50 | J. Team Financial, Inc. | $154,132 | $128,302,136 | $6,409,482 | $134,711,618 |
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.
