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
1RGT WEALTH ADVISORS$1,068,105$4,112,801,814$222,637,226$4,335,439,040
2LINSCOMB & WILLIAMS$741,902$3,844,536,498$3,844,536,498
3CH INVESTMENT PARTNERS, LLC$3,111,608$2,751,450,579$823,786,993$3,575,237,572
4PAUL COMSTOCK PARTNERS$18,977,394$7,525,251$2,383,626,385$2,391,151,636
5COVENANT$1,028,460$1,760,738,251$53,465,890$1,814,204,141
6VENTURI PRIVATE WEALTH$662,506$1,576,180,000$44,310,000$1,620,490,000
7TRUE NORTH ADVISORS, LLC$513,091$1,581,734,664$19,623,015$1,601,357,679
8SFMG WEALTH ADVISORS$496,349$1,459,390,667$87,234,353$1,546,625,020
9DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC$863,151$1,160,444,136$49,692,962$1,210,137,098
10BEAIRD HARRIS$455,250$1,068,995,906$99,175,516$1,168,171,422
11LEE FINANCIAL COMPANY, LLC$686,992$1,119,065,779$5,540,030$1,124,605,809
12AUSTIN ASSET$562,611$1,021,522,641$18,181,628$1,039,704,269
13TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.$912,138$1,037,101,000$1,037,101,000
14WEALTHSTREET INVESTMENT ADVISORS, LLC$1,384,385$1,028,976,473$1,005,987$1,029,982,460
15THE FINANCIAL ADVISORY GROUP, INC.$484,096$957,057,157$957,057,157
16ADELL HARRIMAN & CARPENTER$542,804$921,138,152$921,138,152
17FINANCIAL SYNERGIES$495,006$894,971,212$894,971,212
18REQUISITE CAPITAL MANAGEMENT LLC$2,133,768$462,386,159$393,254,667$855,640,826
19SATHER FINANCIAL GROUP, INC.$786,813$853,692,481$853,692,481
20DIESSLIN GROUP, INC.$486,124$573,937,988$231,082,536$805,020,524
21SEGMENT WEALTH MANAGEMENT, LLC$1,028,992$768,657,179$768,657,179
22RICHARD P. SLAUGHTER ASSOCIATES, INC.$534,688$622,756,284$134,896,419$757,652,703
23FMP WEALTH ADVISERS$327,183$670,870,000$55,803,000$726,673,000
24MONTICELLO WEALTH MANAGEMENT, LLC$1,647,838$709,305,146$14,095,733$723,400,879
25GALAPAGOS PARTNERS, L.P.$27,399,707$219,322,890$493,069,483$712,392,373
26HOWARD FINANCIAL SERVICES, LTD.$464,523$644,850,086$56,579,580$701,429,666
27MERIDIAN WEALTH ADVISORS, LLC$704,855$662,173,160$35,633,443$697,806,603
28CYPRESS POINT WEALTH MANAGEMENT, LLC$110,225$599,298,417$89,940,649$689,239,066
29SEQUENT ASSET MANAGEMENT, LLC$1,569,115$344,446,718$287,906,692$632,353,410
30WPWEALTH LLP$288,141$533,757,362$87,475,637$621,232,999
31STRATFORD CONSULTING, LLC$763,533$619,224,897$619,224,897
32BRIAUD FINANCIAL ADVISORS$313,678$582,770,489$11,021,437$593,791,926
33AUTUMN LANE ADVISORS, LLC$2,347,249$293,305,000$272,382,000$565,687,000
34FRANKLIN, PARLAPIANO, TURNER & WELCH LLC$1,511,019$529,400,325$2,478,406$531,878,731
35T.O.S. ADVISORS, LLC$2,773,864$524,260,203$524,260,203
36KMH WEALTH MANAGEMENT, LLC$479,369$499,782,815$8,827,567$508,610,382
37OPTIMA ASSET MANAGEMENT INC$2,186,892$478,929,419$478,929,419
38PIN OAK INVESTMENT ADVISORS INC$691,282$472,836,729$472,836,729
39WEALTHSTAR ADVISORS, LLC$227,958$452,725,108$452,725,108
40AVION WEALTH$283,123$450,732,597$450,732,597
41QUADCAP WEALTH MANAGEMENT, LLC$582,131$443,328,320$4,912,597$448,240,917
42GOODMAN FINANCIAL CORPORATION$1,957,319$448,226,070$448,226,070
43FCA CORP$812,165$396,647,276$39,485,170$436,132,446
44INSIGHT WEALTH PARTNERS$223,502$434,609,073$996,969$435,606,042
45AUSTIN PRIVATE WEALTH, LLC$217,800$422,425,422$11,650,156$434,075,578
46CFM WEALTH PARTNERS LLC$718,016$429,016,854$356,436$429,373,290
47LAUTERBACH FINANCIAL ADVISORS, LLC$462,341$427,947,027$1,105,733$429,052,760
48HARRELL INVESTMENT PARTNERS, LLC$607,434$371,292,985$5,923,622$377,216,607
49WATERWAY WEALTH MANAGEMENT, L.L.C.$349,841$373,630,242$373,630,242
50HFG WEALTH MANAGEMENT, LLC$314,275$367,926,272$2,918,030$370,844,302
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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 Sabrina Straub.

*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.