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
1ADELL HARRIMAN & CARPENTER$542,804$921,138,152$921,138,152
2ALLRED CAPITAL MANAGEMENT, LLC$366,013$306,798,937$17,488,797$324,287,734
3AMICUS FINANCIAL ADVISORS, LLC$190,856$181,820,736$828,560$182,649,296
4ARCHETYPE WEALTH PARTNERS, LLC$432,336$348,462,657$348,462,657
5ASPEN WEALTH MANAGEMENT$303,932$138,050,665$2,061,985$140,112,650
6AUSTIN ASSET$562,611$1,021,522,641$18,181,628$1,039,704,269
7AUSTIN PRIVATE WEALTH, LLC$217,800$422,425,422$11,650,156$434,075,578
8AUTUMN LANE ADVISORS, LLC$2,347,249$293,305,000$272,382,000$565,687,000
9AVION WEALTH$283,123$450,732,597$450,732,597
10BEACON FINANCIAL ADVISORS LTD$2,509,091$271,400,000$4,600,000$276,000,000
11BEAIRD HARRIS$455,250$1,068,995,906$99,175,516$1,168,171,422
12BEST INVEST$167,340$130,525,531$130,525,531
13BIRNAM WOOD CAPITAL, LLC$687,752$117,605,527$117,605,527
14BONNER & SMITH, LLC$758,626$176,001,170$176,001,170
15BRIAUD FINANCIAL ADVISORS$313,678$582,770,489$11,021,437$593,791,926
16CAMDEN WEALTH ADVISORS LLC$1,708,816$206,637,644$3,546,664$210,184,308
17CFM WEALTH PARTNERS LLC$718,016$429,016,854$356,436$429,373,290
18CH INVESTMENT PARTNERS, LLC$3,111,608$2,751,450,579$823,786,993$3,575,237,572
19CLARE MARKET INVESTMENTS, LLC$470,492$229,600,000$229,600,000
20CLEAR ROCK ADVISORS, LLC$499,917$222,262,881$11,698,046$233,960,927
21CLINTSMAN FINANCIAL PLANNING$299,237$361,477,806$361,477,806
22CONCORDE INVESTMENT MANAGEMENT$1,768,180$144,564,257$53,471,868$198,036,125
23CORPS CAPITAL ADVISORS, LLC$1,785,518$91,387,837$28,241,849$119,629,686
24COVENANT$1,028,460$1,760,738,251$53,465,890$1,814,204,141
25CULTIVAR CAPITAL, INC.$319,446$222,334,676$222,334,676
26CYPRESS POINT WEALTH MANAGEMENT, LLC$110,225$599,298,417$89,940,649$689,239,066
27DANIELS & ERICKSON FINANCIAL ADVISORS, LLC$742,143$106,126,443$106,126,443
28DBA STONE WEALTH MANAGEMENT$267,920$200,047,088$2,500,691$202,547,779
29DIESSLIN GROUP, INC.$486,124$573,937,988$231,082,536$805,020,524
30DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC$863,151$1,160,444,136$49,692,962$1,210,137,098
31EARLY MCCLINTIC & MCMILLAN, LLP$361,966$217,854,002$146,284,234$364,138,236
32ENGRAVE WEALTH PARTNERS, LLC$400,834$190,138,964$2,261,240$192,400,204
33EQUISTAR WEALTH MANAGEMENT LLC$603,492$158,115,003$158,115,003
34EUBANK, HUTSON & ASSOCIATES, LLC$220,644$118,485,840$118,485,840
35FCA CORP$812,165$396,647,276$39,485,170$436,132,446
36FINANCIAL LIFE ADVISORS$347,354$190,450,323$41,582,449$232,032,772
37FINANCIAL SYNERGIES$495,006$894,971,212$894,971,212
38FMP WEALTH ADVISERS$327,183$670,870,000$55,803,000$726,673,000
39FOCUS WEALTH ADVISORS, LLC$523,167$175,500,000$2,900,000$178,400,000
40FORTHRIGHT FAMILY WEALTH ADVISORY LLC$578,547$149,265,105$149,265,105
41FORTITER WEALTH MANAGEMENT, LLC$1,322,210$296,480,082$2,339,426$298,819,508
42FORTUNE WEALTH MANAGEMENT, LLC$1,155,071$252,636,239$3,789,538$256,425,777
43FRANKLIN, PARLAPIANO, TURNER & WELCH LLC$1,511,019$529,400,325$2,478,406$531,878,731
44GALAPAGOS PARTNERS, L.P.$27,399,707$219,322,890$493,069,483$712,392,373
45GOODMAN FINANCIAL CORPORATION$1,957,319$448,226,070$448,226,070
46GRUNDEN FINANCIAL ADVISORY, INC.$194,604$182,538,120$182,538,120
47HARRELL INVESTMENT PARTNERS, LLC$607,434$371,292,985$5,923,622$377,216,607
48HAVEN WEALTH GROUP$347,023$174,552,792$174,552,792
49HERITAGE FINANCIAL PLANNING$383,753$187,655,102$187,655,102
50HERITAGE RETIREMENT ADVISORS, LLC$449,977$136,343,014$136,343,014
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Showing 1 to 50 of 122 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 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.