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
1Clear Sky Financial, Lp$366,122$105,443,079$105,443,079
2Roserock Wealth Management, LLC$414,729$98,000,000$9,000,000$107,000,000
3Daniels & Erickson Financial Advisors, LLC$802,218$109,101,659$109,101,659
4Brazos Capital, LLC$414,096$113,462,403$113,462,403
5Centered Wealth, LLC$605,419$115,635,029$115,635,029
6BIRNAM WOOD CAPITAL, LLC$687,752$117,605,527$117,605,527
7Bird Rock Asset Management, Lp.$316,955$113,019,352$5,204,988$118,224,340
8Keene & Associates, Inc.$447,794$123,899,854$586,826$124,486,680
9Archer Investment Management, LLC$218,991$125,481,719$125,481,719
10Riley Wealth Advisors, LLC$151,325$125,600,000$125,600,000
11D.R. Saur Financial, Inc.$174,138$126,250,191$126,250,191
12Eubank, Hutson & Associates, LLC$229,696$128,399,812$128,399,812
13SADDOCK WEALTH, LLC$1,868,116$72,400,000$56,500,000$128,900,000
14MURPHY & SYLVEST$310,854$129,602,314$2,821,507$132,423,821
15Corps Capital Advisors, LLC$1,010,076$102,580,000$30,750,000$133,330,000
16J. Team Financial, Inc.$154,132$128,302,136$6,409,482$134,711,618
17Miller Global Investments, L.L.C.$881,980$141,116,816$141,116,816
18Strategic Financial Planning, Inc.$292,607$142,499,777$142,499,777
19Consilium Wealth Advisory, LLC$500,455$143,130,201$143,130,201
20Financial Innovations LLC$258,129$144,552,134$144,552,134
21Hutto Retirement Advisors, LLC$184,879$149,012,760$149,012,760
22The Rudd Company, LLC$273,407$133,407,934$18,059,648$151,467,582
23Imperium Wealth Management, LLC$242,402$128,587,046$22,914,284$151,501,330
24Parkstone Wealth Management, LLC$1,959,597$152,848,543$152,848,543
25Virtus Family Office, LLC$2,310,551$154,806,947$154,806,947
26J.K. Financial, Inc.$432,723$165,300,000$165,300,000
27The Wealth Coach, LLC$212,401$165,673,082$165,673,082
28Vaquero Private Wealth, Ltd.$1,094,193$166,317,339$166,317,339
29Parker Financial Advisors LLC$548,602$172,713,358$96,173$172,809,531
30Lucien Stirling & Gray Advisory Group Inc$175,039$124,893,764$48,569,797$173,463,561
31Equistar Wealth Management LLC$635,292$174,991,992$2,254,525$177,246,517
32Truefg, LLC$149,750$178,600,000$1,400,000$180,000,000
33Forthright Family Wealth Advisory LLC$1,041,335$181,192,305$181,192,305
34Heritage Wealth Management, Inc.$396,671$184,451,942$184,451,942
35Helen Stephens Group, LLC$346,937$185,087,838$1,217,210$186,305,048
36Keener Financial Planning, LLC$504,786$185,239,753$6,074,199$191,313,952
37Focus Wealth Advisors, LLC$470,232$190,255,321$3,010,158$193,265,479
38Wealth Covenant Group LLC$640,728$193,500,000$193,500,000
39Bonner & Smith, LLC$851,370$202,626,111$202,626,111
40Trisperity Advisors, LLC$317,679$200,903,704$2,410,642$203,314,346
41Patron Partners, LLC$414,324$207,576,132$207,576,132
42Islay Capital Management, LLC$612,733$206,294,283$2,034,898$208,329,181
43Stegent Equity Advisors Inc.$558,035$210,360,299$1,693,009$212,053,308
44Silicon Hills Wealth Management, LLC$390,436$211,172,061$2,786,601$213,958,662
45Haven Wealth Group LLC$397,708$215,160,111$215,160,111
46HFP Wealth Management, LLC$409,565$217,764,115$124,407$217,888,522
47Whiterock Wealth Management Co.$608,631$185,055,912$33,442,466$218,498,378
48Mills Wealth Advisors, LLC$189,344$192,762,340$28,959,407$221,721,747
49The Menard Financial Group, LLC$1,021,180$225,680,794$225,680,794
50T.O.S. Advisors, LLC$1,125,324$226,190,077$226,190,077
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Showing 1 to 50 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 Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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) nor one who is an insurance company or agency.

Database last updated on June, 2020.